WAM
FARO

Wealthspire Advisors (Maryland)’s Faro Technologies FARO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FARO Stock Details FARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-42
Closed -$2K – 966
2019
Q1 		$2K Sell
42
-4
-9% -$177 ﹤0.01% 2144
2018
Q4 		$2K Sell
46
-5
-10% -$242 ﹤0.01% 2073
2018
Q3 		$3K Buy
51
+13
+34% +$828 ﹤0.01% 2019
2018
Q2 		$2K Buy
38
+20
+111% +$1.12K ﹤0.01% 2144
2018
Q1 		$1K Hold
18
– – ﹤0.01% 2325
2017
Q4 		$1K Buy
18
+14
+350% +$656 ﹤0.01% 2269
2017
Q3 		$0 Buy
+4
New +$145 ﹤0.01% 2311

Other funds holding FARO

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FARO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Faro Technologies (FARO) in Q2 2019, closing a stake of 42 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in FARO in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 131 funds tracked by Wall St. Rank hold FARO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Faro Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 42 Faro Technologies shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Faro Technologies in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Faro Technologies position peaked at $3K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Faro Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.