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WAM
Wealthspire Advisors (Maryland)’s
Cboe Global Markets
CBOE
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
CBOE Stock Details
CBOE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-124
Closed
-$12K
–
714
2019
Q1
$12K
Sell
124
-41
-25%
-$3.89K
﹤0.01%
1449
2018
Q4
$16K
Buy
165
+53
+47%
+$5.52K
﹤0.01%
1292
2018
Q3
$11K
Sell
112
-5
-4%
-$504
﹤0.01%
1478
2018
Q2
$12K
Buy
117
+35
+43%
+$3.7K
﹤0.01%
1468
2018
Q1
$9K
Sell
82
-768
-90%
-$93.4K
﹤0.01%
1601
2017
Q4
$106K
Sell
850
-424
-33%
-$49.6K
0.01%
691
2017
Q3
$137K
Sell
1,274
-72
-5%
-$7.09K
0.01%
595
2017
Q2
$123K
Buy
1,346
+20
+2%
+$1.71K
0.01%
606
2017
Q1
$107K
Sell
1,326
-829
-38%
-$64.8K
0.02%
574
2016
Q4
$159K
Sell
2,155
-460
-18%
-$31.7K
0.02%
430
2016
Q3
$170K
Sell
2,615
-10
-0.4%
-$682
0.03%
425
2016
Q2
$175K
Sell
2,625
-70
-3%
-$4.49K
0.03%
402
2016
Q1
$176K
Buy
2,695
+120
+5%
+$7.65K
0.03%
392
2015
Q4
$167K
Buy
+2,575
New
+$174K
0.03%
402
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$20.6B AUM
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1-Year Est. Return
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1-Year Est. Return
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$209B AUM
37.72%
1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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