Wealthspire Advisors (Maryland)’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-39	Closed	-$10K	–	995
2019 Q1	$10K	Buy	39 +25	+179%	+$5.59K	﹤0.01%	1529
2018 Q4	$3K	Hold	14	–	–	﹤0.01%	1937
2018 Q3	$3K	Hold	14	–	–	﹤0.01%	2020
2018 Q2	$3K	Sell	14 -5	-26%	-$999	﹤0.01%	1998
2018 Q1	$4K	Buy	19 +3	+19%	+$606	﹤0.01%	1902
2017 Q4	$3K	Buy	16 +5	+45%	+$959	﹤0.01%	1983
2017 Q3	$2K	Sell	11 -29	-73%	-$4.74K	﹤0.01%	1980
2017 Q2	$7K	Buy	+40	New	+$6.54K	﹤0.01%	1654
2017 Q1	–	Sell	-128	Closed	-$21K	–	1954
2016 Q4	$21K	Buy	128 +38	+42%	+$6.06K	﹤0.01%	1008
2016 Q3	$15K	Hold	90	–	–	﹤0.01%	1135
2016 Q2	$15K	Hold	90	–	–	﹤0.01%	1096
2016 Q1	$14K	Buy	+90	New	+$13.4K	﹤0.01%	1101

Other funds holding FDS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return