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Wealthspire Advisors (Maryland)’s Gaia GAIA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-6,321
Closed -$71K – 2323
2017
Q2 		$71K Hold
6,321
– – 0.01% 826
2017
Q1 		$63K Hold
6,321
– – 0.01% 741
2016
Q4 		$55K Buy
6,321
+2,321
+58% +$18.7K 0.01% 744
2016
Q3 		$29K Buy
+4,000
New +$31.4K ﹤0.01% 946

Other funds holding GAIA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 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 GAIA Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Gaia (GAIA) in Q3 2017, closing a stake of 6,321 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in GAIA in Q3 2016 and held it in 4 quarters. The position peaked at $71K in Q2 2017. 51 funds tracked by Wall St. Rank hold GAIA as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Gaia position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6,321 Gaia shares in Q3 2017, an estimated $71K.
  • Wealthspire Advisors (Maryland) first reported a position in Gaia in Q3 2016 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Gaia position peaked at $71K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held Gaia as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.