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Wealthspire Advisors (Maryland)’s First Guaranty Bancshares FGBI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FGBI Stock Details FGBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6
Closed – – 2469
2018
Q3 		$0 Hold
6
– – ﹤0.01% 2416
2018
Q2 		$0 Hold
6
– – ﹤0.01% 2474
2018
Q1 		$0 Hold
6
– – ﹤0.01% 2533
2017
Q4 		$0 Buy
+6
New +$123 ﹤0.01% 2465

Other funds holding FGBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FGBI Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of First Guaranty Bancshares (FGBI) in Q4 2018, closing a stake of 6 shares.

Wealthspire Advisors (Maryland) first reported a position in FGBI in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 38 funds tracked by Wall St. Rank hold FGBI as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining First Guaranty Bancshares position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 First Guaranty Bancshares shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in First Guaranty Bancshares in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s First Guaranty Bancshares position peaked at $0 in Q3 2018.
  • 38 funds tracked by Wall St. Rank held First Guaranty Bancshares as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.