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WAM
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
–
1301
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
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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