Wealthspire Advisors (Maryland)’s Cambrex Corporation CBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,591
| Closed | -$214K | – | 520 |
|
|
2019
Q3 | $214K | Buy |
+3,591
| New | +$192K | 0.02% | 422 |
|
|
2019
Q2 | – | Sell |
-3,587
| Closed | -$139K | – | 2438 |
|
|
2019
Q1 | $139K | Sell |
3,587
-61
| -2% | -$2.5K | 0.01% | 537 |
|
|
2018
Q4 | $138K | Sell |
3,648
-14
| -0.4% | -$709 | 0.01% | 510 |
|
|
2018
Q3 | $250K | Buy |
3,662
+6
| +0.2% | +$371 | 0.02% | 404 |
|
|
2018
Q2 | $191K | Hold |
3,656
| – | – | 0.02% | 480 |
|
|
2018
Q1 | $191K | Hold |
3,656
| – | – | 0.02% | 487 |
|
|
2017
Q4 | $175K | Buy |
3,656
+81
| +2% | +$4.01K | 0.02% | 534 |
|
|
2017
Q3 | $197K | Buy |
3,575
+15
| +0.4% | +$826 | 0.02% | 479 |
|
|
2017
Q2 | $213K | Sell |
3,560
-74
| -2% | -$4.16K | 0.03% | 434 |
|
|
2017
Q1 | $200K | Sell |
3,634
-4
| -0.1% | -$214 | 0.03% | 395 |
|
|
2016
Q4 | $196K | Buy |
3,638
+138
| +4% | +$6.62K | 0.03% | 376 |
|
|
2016
Q3 | $156K | Hold |
3,500
| – | – | 0.02% | 453 |
|
|
2016
Q2 | $181K | Hold |
3,500
| – | – | 0.03% | 391 |
|
|
2016
Q1 | $154K | Hold |
3,500
| – | – | 0.03% | 417 |
|
|
2015
Q4 | $165K | Buy |
+3,500
| New | +$168K | 0.03% | 410 |
|
Other funds holding CBM
Wealthspire Advisors (Maryland)'s CBM Position: Q4 2019 in Review
Wealthspire Advisors (Maryland) sold out of Cambrex Corporation (CBM) in Q4 2019, closing a stake of 3,591 shares — an estimated $214K sold.
Wealthspire Advisors (Maryland) first reported a position in CBM in Q4 2015 and held it in 15 quarters. The position peaked at $250K in Q3 2018. 1 fund tracked by Wall St. Rank holds CBM as of Q4 2019.
- Wealthspire Advisors (Maryland) reported no remaining Cambrex Corporation position as of Q4 2019 after selling out during the quarter.
- Wealthspire Advisors (Maryland) sold 3,591 Cambrex Corporation shares in Q4 2019, an estimated $214K.
- Wealthspire Advisors (Maryland) first reported a position in Cambrex Corporation in Q4 2015 and held it in 15 quarters.
- Wealthspire Advisors (Maryland)'s Cambrex Corporation position peaked at $250K in Q3 2018.
- 1 fund tracked by Wall St. Rank held Cambrex Corporation as of Q4 2019.
Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.