WAM
HEPA

Wealthspire Advisors (Maryland)’s Hepion Pharmaceuticals HEPA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HEPA Stock Details HEPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Hold
0
– – – 2431
2018
Q2 		– Hold
0
– – – 2493
2018
Q1 		– Hold
0
– – – 2552
2017
Q4 		– Hold
0
– – – 2479
2017
Q3 		– Hold
0
– – – 2335
2017
Q2 		– Hold
0
– – – 2225
2017
Q1 		– Hold
0
– – – 1965
2016
Q4 		– Hold
0
– – – 1788
2016
Q3 		– Hold
0
– – – 1760
2016
Q2 		– Hold
0
– – – 1739
2016
Q1 		– Hold
0
– – – 1784
2015
Q4 		– Hold
0
– – – 1737

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JP Morgan Chase
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CS
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Northern Trust
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VF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return