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WAM
Wealthspire Advisors (Maryland)’s
Duluth Holdings
DLTH
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
DLTH Stock Details
DLTH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-200
Closed
-$5K
–
867
2019
Q1
$5K
Hold
200
–
–
﹤0.01%
1811
2018
Q4
$5K
Hold
200
–
–
﹤0.01%
1714
2018
Q3
$6K
Sell
200
-1,000
-83%
-$27.3K
﹤0.01%
1721
2018
Q2
$29K
Hold
1,200
–
–
﹤0.01%
1170
2018
Q1
$22K
Hold
1,200
–
–
﹤0.01%
1264
2017
Q4
$21K
Buy
1,200
+200
+20%
+$3.7K
﹤0.01%
1304
2017
Q3
$20K
Hold
1,000
–
–
﹤0.01%
1297
2017
Q2
$18K
Hold
1,000
–
–
﹤0.01%
1308
2017
Q1
$21K
Buy
1,000
+150
+18%
+$3.34K
﹤0.01%
1065
2016
Q4
$22K
Buy
850
+415
+95%
+$12K
﹤0.01%
988
2016
Q3
$12K
Hold
435
–
–
﹤0.01%
1195
2016
Q2
$11K
Sell
435
-265
-38%
-$6.23K
﹤0.01%
1179
2016
Q1
$14K
Buy
700
+275
+65%
+$4.55K
﹤0.01%
1100
2015
Q4
$6K
Buy
+425
New
+$6.41K
﹤0.01%
1305
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1-Year Est. Return
MWNA
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$23.3B AUM
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1-Year Est. Return
Two Sigma Investments
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$121B AUM
33.93%
1-Year Est. Return
ORI
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$1.51B AUM
37.25%
1-Year Est. Return
CAM
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$1.62B AUM
15.44%
1-Year Est. Return
DGI
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Minneapolis, Minnesota
$4.89B AUM
33.85%
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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