WAM
CTO icon

Wealthspire Advisors (Maryland)’s CTO Realty Growth CTO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,509
Closed -$205K – 500
2019
Q3 		$205K Buy
+11,509
New +$198K 0.02% 436
2019
Q2 		– Sell
-11,509
Closed -$184K – 803
2019
Q1 		$184K Hold
11,509
– – 0.01% 459
2018
Q4 		$164K Hold
11,509
– – 0.01% 449
2018
Q3 		$195K Hold
11,509
– – 0.02% 466
2018
Q2 		$192K Hold
11,509
– – 0.02% 476
2018
Q1 		$196K Hold
11,509
– – 0.02% 475
2017
Q4 		$198K Hold
11,509
– – 0.02% 493
2017
Q3 		$188K Hold
11,509
– – 0.02% 494
2017
Q2 		$178K Hold
11,509
– – 0.02% 493
2017
Q1 		$167K Hold
11,509
– – 0.02% 448
2016
Q4 		$167K Hold
11,509
– – 0.03% 419
2016
Q3 		$160K Hold
11,509
– – 0.02% 444
2016
Q2 		$148K Sell
11,509
-4
-0% -$52 0.02% 445
2016
Q1 		$144K Hold
11,513
– – 0.03% 431
2015
Q4 		$165K Buy
+11,513
New +$166K 0.03% 409

Other funds holding CTO

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CTO Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of CTO Realty Growth (CTO) in Q4 2019, closing a stake of 11,509 shares — an estimated $205K sold.

Wealthspire Advisors (Maryland) first reported a position in CTO in Q4 2015 and held it in 15 quarters. The position peaked at $205K in Q3 2019. 98 funds tracked by Wall St. Rank hold CTO as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CTO Realty Growth position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11,509 CTO Realty Growth shares in Q4 2019, an estimated $205K.
  • Wealthspire Advisors (Maryland) first reported a position in CTO Realty Growth in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s CTO Realty Growth position peaked at $205K in Q3 2019.
  • 98 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.