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Wealthspire Advisors (Maryland)’s BrightView Holdings BV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BV Stock Details BV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,850
Closed -$27K – 683
2019
Q1 		$27K Buy
+1,850
New +$25.7K ﹤0.01% 1151

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BCA
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BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BrightView Holdings (BV) in Q2 2019, closing a stake of 1,850 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in BV in Q1 2019 and held it in 1 quarter. The position peaked at $27K in Q1 2019. 88 funds tracked by Wall St. Rank hold BV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BrightView Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,850 BrightView Holdings shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in BrightView Holdings in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s BrightView Holdings position peaked at $27K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.