WAM
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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 $5.72T AUM 30.48% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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 $544B AUM 28.31% 1-Year Est. Return