WAM
HSII

Wealthspire Advisors (Maryland)’s Heidrick & Struggles HSII Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-73
Closed -$3K – 1141
2019
Q1 		$3K Hold
73
– – ﹤0.01% 2005
2018
Q4 		$2K Buy
73
+11
+18% +$360 ﹤0.01% 2085
2018
Q3 		$2K Buy
62
+6
+11% +$234 ﹤0.01% 2155
2018
Q2 		$2K Hold
56
– – ﹤0.01% 2158
2018
Q1 		$2K Hold
56
– – ﹤0.01% 2173
2017
Q4 		$1K Buy
+56
New +$1.31K ﹤0.01% 2286

Other funds holding HSII

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Heidrick & Struggles (HSII) in Q2 2019, closing a stake of 73 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in HSII in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 164 funds tracked by Wall St. Rank hold HSII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Heidrick & Struggles position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 Heidrick & Struggles shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Heidrick & Struggles in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Heidrick & Struggles position peaked at $3K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q2 2019.

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