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WAM
Wealthspire Advisors (Maryland)’s
Quaker Houghton
KWR
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
KWR Stock Details
KWR Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-186
Closed
-$37K
–
1314
2019
Q1
$37K
Sell
186
-77
-29%
-$15.3K
﹤0.01%
1017
2018
Q4
$47K
Sell
263
-28
-10%
-$5.4K
﹤0.01%
882
2018
Q3
$59K
Sell
291
-62
-18%
-$10.8K
﹤0.01%
907
2018
Q2
$55K
Buy
353
+25
+8%
+$3.85K
0.01%
937
2018
Q1
$49K
Sell
328
-46
-12%
-$6.97K
﹤0.01%
994
2017
Q4
$56K
Buy
374
+5
+1%
+$773
0.01%
956
2017
Q3
$55K
Buy
369
+50
+16%
+$7.11K
0.01%
939
2017
Q2
$46K
Buy
319
+30
+10%
+$4.24K
0.01%
979
2017
Q1
$38K
Sell
289
-8
-3%
-$1.05K
0.01%
878
2016
Q4
$38K
Sell
297
-65
-18%
-$7.65K
0.01%
847
2016
Q3
$38K
Buy
362
+56
+18%
+$5.47K
0.01%
860
2016
Q2
$27K
Buy
306
+53
+21%
+$4.62K
﹤0.01%
897
2016
Q1
$21K
Buy
253
+29
+13%
+$2.21K
﹤0.01%
957
2015
Q4
$17K
Buy
+224
New
+$18.1K
﹤0.01%
1019
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$481B AUM
30.42%
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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