WAM
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Wealthspire Advisors (Maryland)’s Cellectar Biosciences CLRB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CLRB Stock Details CLRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Hold
0
– – – 751
2019
Q1 		– Hold
0
– – – 2491
2018
Q4 		– Hold
0
– – – 2447
2018
Q3 		– Hold
0
– – – 2396
2018
Q2 		– Hold
0
– – – 2287
2018
Q1 		– Hold
0
– – – 2307
2017
Q4 		– Hold
0
– – – 2249
2017
Q3 		– Hold
0
– – – 1963
2017
Q2 		– Hold
0
– – – 1971
2017
Q1 		– Hold
0
– – – 1678
2016
Q4 		– Hold
0
– – – 1629
2016
Q3 		– Hold
0
– – – 1466
2016
Q2 		– Hold
0
– – – 1374
2016
Q1 		– Hold
0
– – – 1380
2015
Q4 		– Hold
0
– – – 1245

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BC
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TCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return