WAM
KTWO

Wealthspire Advisors (Maryland)’s K2M Group Holdings, Inc KTWO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KTWO Stock Details KTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-218,185
Closed -$5.97M – 2676
2018
Q3 		$5.97M Buy
+218,185
New +$5.11M 0.49% 33
2018
Q2 		– Sell
-2,000
Closed -$38K – 2681
2018
Q1 		$38K Buy
2,000
+279
+16% +$5.53K ﹤0.01% 1096
2017
Q4 		$31K Sell
1,721
-329
-16% -$6.25K ﹤0.01% 1185
2017
Q3 		$43K Buy
2,050
+1,460
+247% +$33.8K ﹤0.01% 1038
2017
Q2 		$14K Hold
590
– – ﹤0.01% 1417
2017
Q1 		$12K Buy
590
+45
+8% +$924 ﹤0.01% 1284
2016
Q4 		$11K Sell
545
-40
-7% -$760 ﹤0.01% 1209
2016
Q3 		$10K Buy
+585
New +$9.82K ﹤0.01% 1258

Other funds holding KTWO

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Wealthspire Advisors (Maryland)'s KTWO Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of K2M Group Holdings, Inc (KTWO) in Q4 2018, closing a stake of 218,185 shares — an estimated $5.97M sold.

Wealthspire Advisors (Maryland) first reported a position in KTWO in Q3 2016 and held it in 8 quarters. The position peaked at $5.97M in Q3 2018. 1 fund tracked by Wall St. Rank holds KTWO as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining K2M Group Holdings, Inc position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 218,185 K2M Group Holdings, Inc shares in Q4 2018, an estimated $5.97M.
  • Wealthspire Advisors (Maryland) first reported a position in K2M Group Holdings, Inc in Q3 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s K2M Group Holdings, Inc position peaked at $5.97M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held K2M Group Holdings, Inc as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.