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Wealthspire Advisors (Maryland)’s Haemonetics HAE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9
Closed -$1K – 1097
2019
Q1 		$1K Buy
+9
New +$818 ﹤0.01% 2335
2018
Q4 		– Sell
-28
Closed -$3K – 2488
2018
Q3 		$3K Sell
28
-47
-63% -$4.87K ﹤0.01% 2031
2018
Q2 		$7K Sell
75
-63
-46% -$5.32K ﹤0.01% 1663
2018
Q1 		$10K Sell
138
-194
-58% -$13.3K ﹤0.01% 1569
2017
Q4 		$19K Sell
332
-14
-4% -$737 ﹤0.01% 1345
2017
Q3 		$16K Buy
346
+66
+24% +$2.74K ﹤0.01% 1380
2017
Q2 		$11K Buy
280
+109
+64% +$4.48K ﹤0.01% 1490
2017
Q1 		$7K Buy
+171
New +$6.68K ﹤0.01% 1446

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Haemonetics (HAE) in Q2 2019, closing a stake of 9 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HAE in Q1 2017 and held it in 8 quarters. The position peaked at $19K in Q4 2017. 256 funds tracked by Wall St. Rank hold HAE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Haemonetics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9 Haemonetics shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Haemonetics in Q1 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Haemonetics position peaked at $19K in Q4 2017.
  • 256 funds tracked by Wall St. Rank held Haemonetics as of Q2 2019.

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