WAM
HMSY

Wealthspire Advisors (Maryland)’s HMS Holdings Corp. HMSY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HMSY Stock Details HMSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,689
Closed -$50K – 2365
2019
Q1 		$50K Sell
1,689
-328
-16% -$10.1K ﹤0.01% 902
2018
Q4 		$57K Sell
2,017
-334
-14% -$10.8K 0.01% 805
2018
Q3 		$77K Sell
2,351
-136
-5% -$3.93K 0.01% 801
2018
Q2 		$54K Buy
2,487
+48
+2% +$970 ﹤0.01% 951
2018
Q1 		$41K Sell
2,439
-185
-7% -$3.1K ﹤0.01% 1067
2017
Q4 		$44K Buy
2,624
+213
+9% +$3.73K ﹤0.01% 1060
2017
Q3 		$48K Buy
2,411
+460
+24% +$8.55K 0.01% 1004
2017
Q2 		$36K Hold
1,951
– – ﹤0.01% 1063
2017
Q1 		$40K Sell
1,951
-52
-3% -$959 0.01% 863
2016
Q4 		$36K Sell
2,003
-443
-18% -$8.62K 0.01% 858
2016
Q3 		$54K Buy
2,446
+175
+8% +$3.68K 0.01% 759
2016
Q2 		$40K Buy
2,271
+392
+21% +$6.32K 0.01% 798
2016
Q1 		$27K Buy
1,879
+252
+15% +$3.13K ﹤0.01% 869
2015
Q4 		$20K Buy
+1,627
New +$18.5K ﹤0.01% 976

Other funds holding HMSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of HMS Holdings Corp. (HMSY) in Q2 2019, closing a stake of 1,689 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in HMSY in Q4 2015 and held it in 14 quarters. The position peaked at $77K in Q3 2018. 255 funds tracked by Wall St. Rank hold HMSY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HMS Holdings Corp. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,689 HMS Holdings Corp. shares in Q2 2019, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in HMS Holdings Corp. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s HMS Holdings Corp. position peaked at $77K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q2 2019.

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