Wealthspire Advisors (Maryland)’s DigitalBridge DBRG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-212	Closed	-$5K	–	832
2019 Q1	$5K	Sell	212 -48	-18%	-$1.07K	﹤0.01%	1810
2018 Q4	$5K	Sell	260 -531	-67%	-$12.1K	﹤0.01%	1712
2018 Q3	$19K	Buy	791 +42	+6%	+$1.03K	﹤0.01%	1318
2018 Q2	$19K	Buy	749 +722	+2,674%	+$17.3K	﹤0.01%	1324
2018 Q1	$1K	Sell	27 -204	-88%	-$6.64K	﹤0.01%	2318
2017 Q4	$11K	Sell	231 -69	-23%	-$3.39K	﹤0.01%	1539
2017 Q3	$15K	Sell	300 -40	-12%	-$2.19K	﹤0.01%	1400
2017 Q2	$19K	Buy	340 +37	+12%	+$2.01K	﹤0.01%	1282
2017 Q1	$16K	Buy	303 +274	+945%	+$15.4K	﹤0.01%	1157
2016 Q4	$2K	Hold	29	–	–	﹤0.01%	1543
2016 Q3	$2K	Sell	29 -4	-12%	-$191	﹤0.01%	1538
2016 Q2	$1K	Hold	33	–	–	﹤0.01%	1597
2016 Q1	$2K	Buy	33 +17	+106%	+$751	﹤0.01%	1519
2015 Q4	$1K	Buy	+16	New	+$861	﹤0.01%	1609

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return