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Wealthspire Advisors (Maryland)’s iRadimed IRMD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-73
Closed -$2K – 1773
2016
Q2 		$2K Buy
+73
New +$1.31K ﹤0.01% 1517

Other funds holding IRMD

CCA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IRMD Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of iRadimed (IRMD) in Q3 2016, closing a stake of 73 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in IRMD in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 62 funds tracked by Wall St. Rank hold IRMD as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iRadimed position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 iRadimed shares in Q3 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in iRadimed in Q2 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iRadimed position peaked at $2K in Q2 2016.
  • 62 funds tracked by Wall St. Rank held iRadimed as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.