Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Cracker Barrel CBRL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-77
Closed -$12K – 707
2019
Q1 		$12K Sell
77
-18
-19% -$2.96K ﹤0.01% 1450
2018
Q4 		$15K Hold
95
– – ﹤0.01% 1311
2018
Q3 		$14K Sell
95
-3
-3% -$449 ﹤0.01% 1418
2018
Q2 		$15K Buy
98
+2
+2% +$323 ﹤0.01% 1415
2018
Q1 		$15K Sell
96
-5
-5% -$828 ﹤0.01% 1390
2017
Q4 		$16K Hold
101
– – ﹤0.01% 1389
2017
Q3 		$15K Buy
101
+15
+17% +$2.29K ﹤0.01% 1395
2017
Q2 		$14K Buy
86
+3
+4% +$488 ﹤0.01% 1384
2017
Q1 		$13K Hold
83
– – ﹤0.01% 1228
2016
Q4 		$14K Sell
83
-14
-14% -$2.11K ﹤0.01% 1112
2016
Q3 		$13K Buy
97
+18
+23% +$2.76K ﹤0.01% 1178
2016
Q2 		$14K Sell
79
-7
-8% -$1.09K ﹤0.01% 1106
2016
Q1 		$13K Sell
86
-4
-4% -$552 ﹤0.01% 1114
2015
Q4 		$11K Buy
+90
New +$12.1K ﹤0.01% 1163

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $1.19B AUM 36.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Cracker Barrel (CBRL) in Q2 2019, closing a stake of 77 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in CBRL in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q4 2017. 386 funds tracked by Wall St. Rank hold CBRL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cracker Barrel position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 77 Cracker Barrel shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Cracker Barrel in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cracker Barrel position peaked at $16K in Q4 2017.
  • 386 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2019.

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