WAM
GRA

Wealthspire Advisors (Maryland)’s W.R. Grace & Co. GRA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3
Closed – – 2509
2019
Q1 		$0 Sell
3
-30
-91% -$2.21K ﹤0.01% 2691
2018
Q4 		$2K Sell
33
-81
-71% -$5.24K ﹤0.01% 2195
2018
Q3 		$8K Sell
114
-26
-19% -$1.87K ﹤0.01% 1635
2018
Q2 		$10K Buy
140
+81
+137% +$5.68K ﹤0.01% 1567
2018
Q1 		$4K Buy
59
+3
+5% +$206 ﹤0.01% 1978
2017
Q4 		$4K Buy
56
+8
+17% +$580 ﹤0.01% 1958
2017
Q3 		$3K Buy
48
+45
+1,500% +$3.18K ﹤0.01% 1949
2017
Q2 		$0 Buy
+3
New +$210 ﹤0.01% 2382

Other funds holding GRA

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
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
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of W.R. Grace & Co. (GRA) in Q2 2019, closing a stake of 3 shares.

Wealthspire Advisors (Maryland) first reported a position in GRA in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q2 2018. 262 funds tracked by Wall St. Rank hold GRA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining W.R. Grace & Co. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3 W.R. Grace & Co. shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in W.R. Grace & Co. in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s W.R. Grace & Co. position peaked at $10K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q2 2019.

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