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Wealthspire Advisors (Maryland)’s JELD-WEN Holding JELD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,228
Closed -$22K – 1237
2019
Q1 		$22K Sell
1,228
-80
-6% -$1.44K ﹤0.01% 1235
2018
Q4 		$19K Hold
1,308
– – ﹤0.01% 1221
2018
Q3 		$32K Hold
1,308
– – ﹤0.01% 1121
2018
Q2 		$37K Hold
1,308
– – ﹤0.01% 1086
2018
Q1 		$40K Buy
+1,308
New +$47.4K ﹤0.01% 1072
2017
Q3 		– Sell
-1,336
Closed -$43K – 2351
2017
Q2 		$43K Sell
1,336
-729
-35% -$23.6K 0.01% 999
2017
Q1 		$68K Buy
+2,065
New +$62.9K 0.01% 713

Other funds holding JELD

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of JELD-WEN Holding (JELD) in Q2 2019, closing a stake of 1,228 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in JELD in Q1 2017 and held it in 7 quarters. The position peaked at $68K in Q1 2017. 146 funds tracked by Wall St. Rank hold JELD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining JELD-WEN Holding position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,228 JELD-WEN Holding shares in Q2 2019, an estimated $22K.
  • Wealthspire Advisors (Maryland) first reported a position in JELD-WEN Holding in Q1 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s JELD-WEN Holding position peaked at $68K in Q1 2017.
  • 146 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2019.

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