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WAM
Wealthspire Advisors (Maryland)’s
Campbell Soup
CPB
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
CPB Stock Details
CPB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-471
Closed
-$18K
–
781
2019
Q1
$18K
Sell
471
-423
-47%
-$14.9K
﹤0.01%
1314
2018
Q4
$29K
Buy
894
+373
+72%
+$14.1K
﹤0.01%
1063
2018
Q3
$19K
Buy
521
+101
+24%
+$4.12K
﹤0.01%
1317
2018
Q2
$17K
Sell
420
-303
-42%
-$11.8K
﹤0.01%
1369
2018
Q1
$31K
Sell
723
-74
-9%
-$3.33K
﹤0.01%
1148
2017
Q4
$38K
Buy
797
+418
+110%
+$19.9K
﹤0.01%
1111
2017
Q3
$18K
Sell
379
-10
-3%
-$507
﹤0.01%
1329
2017
Q2
$20K
Buy
389
+5
+1%
+$283
﹤0.01%
1269
2017
Q1
$22K
Buy
384
+33
+9%
+$2K
﹤0.01%
1045
2016
Q4
$21K
Buy
351
+73
+26%
+$4.09K
﹤0.01%
1006
2016
Q3
$15K
Buy
278
+15
+6%
+$908
﹤0.01%
1133
2016
Q2
$17K
Buy
263
+61
+30%
+$3.83K
﹤0.01%
1040
2016
Q1
$13K
Hold
202
–
–
﹤0.01%
1116
2015
Q4
$11K
Buy
+202
New
+$10.3K
﹤0.01%
1166
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1-Year Est. Return
BM
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1-Year Est. Return
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30.76%
1-Year Est. Return
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1-Year Est. Return
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$871B AUM
31.28%
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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