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Wealthspire Advisors (Maryland)’s First American FAF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FAF Stock Details FAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$258K Buy
5,076
+181
+4% +$9.38K 0.01% 378
2020
Q2 		$235K Buy
4,895
+21
+0.4% +$992 0.02% 386
2020
Q1 		$207K Buy
+4,874
New +$278K 0.02% 381
2019
Q2 		– Sell
-48
Closed -$2K – 964
2019
Q1 		$2K Sell
48
-12
-20% -$595 ﹤0.01% 2143
2018
Q4 		$3K Sell
60
-1,834
-97% -$85.1K ﹤0.01% 1936
2018
Q3 		$98K Sell
1,894
-1,070
-36% -$58.6K 0.01% 695
2018
Q2 		$153K Sell
2,964
-275
-8% -$14.7K 0.01% 546
2018
Q1 		$190K Sell
3,239
-1,127
-26% -$66K 0.02% 489
2017
Q4 		$245K Sell
4,366
-883
-17% -$47.5K 0.02% 422
2017
Q3 		$262K Buy
5,249
+47
+0.9% +$2.24K 0.03% 395
2017
Q2 		$232K Sell
5,202
-1,104
-18% -$46.7K 0.03% 404
2017
Q1 		$248K Buy
6,306
+90
+1% +$3.44K 0.04% 331
2016
Q4 		$228K Sell
6,216
-208
-3% -$7.97K 0.03% 335
2016
Q3 		$252K Buy
6,424
+191
+3% +$7.92K 0.04% 317
2016
Q2 		$251K Buy
6,233
+1,437
+30% +$53.6K 0.04% 304
2016
Q1 		$183K Buy
4,796
+246
+5% +$8.76K 0.03% 384
2015
Q4 		$163K Buy
+4,550
New +$174K 0.03% 412

Other funds holding FAF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) increased its First American (FAF) stake by 3.7% in Q3 2020, buying an estimated $9.38K and bringing the position to 5,076 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #378.

Wealthspire Advisors (Maryland) first reported a position in FAF in Q4 2015 and has held it in 17 quarters since. The position peaked at $262K in Q3 2017. 400 funds tracked by Wall St. Rank hold FAF as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,076 shares of First American worth $258K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 181 First American shares in Q3 2020, an estimated $9.38K.
  • First American made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #378 holding.
  • Wealthspire Advisors (Maryland) first reported a position in First American in Q4 2015 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s First American position peaked at $262K in Q3 2017.
  • 400 funds tracked by Wall St. Rank held First American as of Q3 2020.

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