Wealthspire Advisors (Maryland)’s First Financial Bankshares FFIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-278	Closed	-$8K	–	987
2019 Q1	$8K	Buy	278 +14	+5%	+$428	﹤0.01%	1621
2018 Q4	$8K	Hold	264	–	–	﹤0.01%	1547
2018 Q3	$8K	Buy	264 +68	+35%	+$1.97K	﹤0.01%	1601
2018 Q2	$5K	Hold	196	–	–	﹤0.01%	1781
2018 Q1	$5K	Hold	196	–	–	﹤0.01%	1807
2017 Q4	$4K	Buy	196 +176	+880%	+$4.01K	﹤0.01%	1898
2017 Q3	$0	Buy	+20	New	+$419	﹤0.01%	2313

Other funds holding FFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of First Financial Bankshares (FFIN) in Q2 2019, closing a stake of 278 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in FFIN in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q1 2019. 207 funds tracked by Wall St. Rank hold FFIN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining First Financial Bankshares position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 278 First Financial Bankshares shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in First Financial Bankshares in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s First Financial Bankshares position peaked at $8K in Q1 2019.
207 funds tracked by Wall St. Rank held First Financial Bankshares as of Q2 2019.

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