WAM
KN icon

Wealthspire Advisors (Maryland)’s Knowles KN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KN Stock Details KN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,782
Closed -$31K – 1275
2019
Q1 		$31K Buy
1,782
+58
+3% +$897 ﹤0.01% 1098
2018
Q4 		$23K Sell
1,724
-183
-10% -$2.68K ﹤0.01% 1146
2018
Q3 		$32K Sell
1,907
-32
-2% -$539 ﹤0.01% 1122
2018
Q2 		$30K Buy
1,939
+170
+10% +$2.35K ﹤0.01% 1153
2018
Q1 		$22K Buy
1,769
+29
+2% +$423 ﹤0.01% 1265
2017
Q4 		$26K Hold
1,740
– – ﹤0.01% 1241
2017
Q3 		$27K Hold
1,740
– – ﹤0.01% 1196
2017
Q2 		$29K Buy
1,740
+100
+6% +$1.8K ﹤0.01% 1132
2017
Q1 		$31K Hold
1,640
– – ﹤0.01% 944
2016
Q4 		$27K Sell
1,640
-3
-0.2% -$47 ﹤0.01% 940
2016
Q3 		$23K Hold
1,643
– – ﹤0.01% 1015
2016
Q2 		$22K Sell
1,643
-7
-0.4% -$96 ﹤0.01% 972
2016
Q1 		$22K Sell
1,650
-6
-0.4% -$74 ﹤0.01% 944
2015
Q4 		$22K Buy
+1,656
New +$28.2K ﹤0.01% 934

Other funds holding KN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Knowles (KN) in Q2 2019, closing a stake of 1,782 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in KN in Q4 2015 and held it in 14 quarters. The position peaked at $32K in Q3 2018. 246 funds tracked by Wall St. Rank hold KN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Knowles position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,782 Knowles shares in Q2 2019, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Knowles in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Knowles position peaked at $32K in Q3 2018.
  • 246 funds tracked by Wall St. Rank held Knowles as of Q2 2019.

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