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Wealthspire Advisors (Maryland)’s Euronet Worldwide EEFT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EEFT Stock Details EEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,235
Closed -$214K – 509
2020
Q2 		$214K Buy
+2,235
New +$206K 0.02% 407
2020
Q1 		– Sell
-1,725
Closed -$272K – 453
2019
Q4 		$272K Sell
1,725
-252
-13% -$38K 0.02% 402
2019
Q3 		$289K Sell
1,977
-66
-3% -$10.2K 0.02% 353
2019
Q2 		$344K Sell
2,043
-45
-2% -$6.88K 0.03% 321
2019
Q1 		$298K Sell
2,088
-587
-22% -$73.2K 0.02% 357
2018
Q4 		$274K Hold
2,675
– – 0.02% 342
2018
Q3 		$268K Hold
2,675
– – 0.02% 390
2018
Q2 		$224K Buy
2,675
+17
+0.6% +$1.38K 0.02% 431
2018
Q1 		$210K Sell
2,658
-315
-11% -$27.7K 0.02% 450
2017
Q4 		$251K Buy
2,973
+213
+8% +$19.7K 0.02% 415
2017
Q3 		$262K Sell
2,760
-44
-2% -$4.17K 0.03% 394
2017
Q2 		$245K Buy
2,804
+400
+17% +$34.3K 0.03% 390
2017
Q1 		$206K Sell
2,404
-866
-26% -$68.1K 0.03% 382
2016
Q4 		$237K Sell
3,270
-868
-21% -$67.1K 0.04% 323
2016
Q3 		$339K Sell
4,138
-24
-0.6% -$1.84K 0.05% 239
2016
Q2 		$288K Buy
4,162
+60
+1% +$4.57K 0.05% 262
2016
Q1 		$304K Buy
4,102
+76
+2% +$5.37K 0.05% 250
2015
Q4 		$292K Buy
+4,026
New +$308K 0.05% 260

Other funds holding EEFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EEFT Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Euronet Worldwide (EEFT) in Q3 2020, closing a stake of 2,235 shares — an estimated $214K sold.

Wealthspire Advisors (Maryland) first reported a position in EEFT in Q4 2015 and held it in 18 quarters. The position peaked at $344K in Q2 2019. 333 funds tracked by Wall St. Rank hold EEFT as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Euronet Worldwide position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,235 Euronet Worldwide shares in Q3 2020, an estimated $214K.
  • Wealthspire Advisors (Maryland) first reported a position in Euronet Worldwide in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s Euronet Worldwide position peaked at $344K in Q2 2019.
  • 333 funds tracked by Wall St. Rank held Euronet Worldwide as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.