WAM
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Wealthspire Advisors (Maryland)’s Laureate Education LAUR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LAUR Stock Details LAUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,962
Closed -$29K – 1320
2019
Q1 		$29K Sell
1,962
-1,970
-50% -$29.8K ﹤0.01% 1123
2018
Q4 		$60K Sell
3,932
-1,243
-24% -$18.6K 0.01% 781
2018
Q3 		$80K Sell
5,175
-847
-14% -$13K 0.01% 781
2018
Q2 		$86K Sell
6,022
-208
-3% -$3.07K 0.01% 765
2018
Q1 		$86K Buy
6,230
+427
+7% +$6K 0.01% 766
2017
Q4 		$79K Buy
5,803
+2,156
+59% +$28.2K 0.01% 808
2017
Q3 		$53K Buy
3,647
+940
+35% +$14.7K 0.01% 956
2017
Q2 		$47K Buy
+2,707
New +$42.8K 0.01% 970

Other funds holding LAUR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return