WAM
CUDA

Wealthspire Advisors (Maryland)’s Barracuda Networks, Inc. CUDA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CUDA Stock Details CUDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-507
Closed -$14K – 2746
2017
Q4 		$14K Buy
507
+47
+10% +$1.17K ﹤0.01% 1472
2017
Q3 		$11K Buy
460
+60
+15% +$1.41K ﹤0.01% 1558
2017
Q2 		$9K Buy
400
+300
+300% +$6.61K ﹤0.01% 1596
2017
Q1 		$2K Hold
100
– – ﹤0.01% 1750
2016
Q4 		$2K Hold
100
– – ﹤0.01% 1597
2016
Q3 		$3K Hold
100
– – ﹤0.01% 1517
2016
Q2 		$2K Hold
100
– – ﹤0.01% 1565
2016
Q1 		$2K Hold
100
– – ﹤0.01% 1592
2015
Q4 		$2K Buy
+100
New +$1.87K ﹤0.01% 1564

Other funds holding CUDA

CPP
Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CUDA Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Barracuda Networks, Inc. (CUDA) in Q1 2018, closing a stake of 507 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in CUDA in Q4 2015 and held it in 9 quarters. The position peaked at $14K in Q4 2017. 2 funds tracked by Wall St. Rank hold CUDA as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Barracuda Networks, Inc. position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 507 Barracuda Networks, Inc. shares in Q1 2018, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Barracuda Networks, Inc. in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Barracuda Networks, Inc. position peaked at $14K in Q4 2017.
  • 2 funds tracked by Wall St. Rank held Barracuda Networks, Inc. as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.