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	–	980
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	–	1951
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 $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Factset (FDS) in Q2 2019, closing a stake of 39 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in FDS in Q1 2016 and held it in 12 quarters. The position peaked at $21K in Q4 2016. 506 funds tracked by Wall St. Rank hold FDS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Factset position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 39 Factset shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in Factset in Q1 2016 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Factset position peaked at $21K in Q4 2016.
506 funds tracked by Wall St. Rank held Factset as of Q2 2019.

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