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Wealthspire Advisors (Maryland)’s Graco GGG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-479
Closed -$24K – 1059
2019
Q1 		$24K Buy
479
+177
+59% +$8.02K ﹤0.01% 1196
2018
Q4 		$13K Sell
302
-56
-16% -$2.34K ﹤0.01% 1370
2018
Q3 		$17K Sell
358
-134
-27% -$6.25K ﹤0.01% 1365
2018
Q2 		$22K Buy
492
+164
+50% +$7.52K ﹤0.01% 1278
2018
Q1 		$15K Buy
328
+91
+38% +$4.15K ﹤0.01% 1399
2017
Q4 		$11K Buy
237
+207
+690% +$8.96K ﹤0.01% 1544
2017
Q3 		$1K Buy
30
+9
+43% +$343 ﹤0.01% 2094
2017
Q2 		$1K Hold
21
– – ﹤0.01% 2085
2017
Q1 		$1K Hold
21
– – ﹤0.01% 1796
2016
Q4 		$1K Buy
+21
New +$552 ﹤0.01% 1645
2016
Q1 		– Sell
-261
Closed -$6K – 1778
2015
Q4 		$6K Buy
+261
New +$6.29K ﹤0.01% 1308

Other funds holding GGG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Graco (GGG) in Q2 2019, closing a stake of 479 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in GGG in Q4 2015 and held it in 11 quarters. The position peaked at $24K in Q1 2019. 452 funds tracked by Wall St. Rank hold GGG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Graco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 479 Graco shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Graco in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Graco position peaked at $24K in Q1 2019.
  • 452 funds tracked by Wall St. Rank held Graco as of Q2 2019.

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