Wealthspire Advisors (Maryland)’s Lear LEA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LEA Stock Details LEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,056	Closed	-$143K	–	1328
2019 Q1	$143K	Buy	1,056 +21	+2%	+$3.08K	0.01%	531
2018 Q4	$127K	Sell	1,035 -109	-10%	-$14.6K	0.01%	530
2018 Q3	$166K	Sell	1,144 -37	-3%	-$6.33K	0.01%	506
2018 Q2	$220K	Buy	1,181 +101	+9%	+$19.8K	0.02%	437
2018 Q1	$201K	Sell	1,080 -104	-9%	-$19.6K	0.02%	470
2017 Q4	$209K	Buy	1,184 +13	+1%	+$2.28K	0.02%	473
2017 Q3	$203K	Sell	1,171 -73	-6%	-$11K	0.02%	468
2017 Q2	$177K	Sell	1,244 -100	-7%	-$14.2K	0.02%	499
2017 Q1	$190K	Buy	1,344 +142	+12%	+$20.1K	0.03%	412
2016 Q4	$159K	Sell	1,202 -173	-13%	-$21.8K	0.02%	432
2016 Q3	$167K	Buy	1,375 +769	+127%	+$87.6K	0.03%	429
2016 Q2	$62K	Buy	606 +405	+201%	+$45.5K	0.01%	674
2016 Q1	$22K	Buy	201 +29	+17%	+$3.07K	﹤0.01%	946
2015 Q4	$21K	Buy	+172	New	+$20.9K	﹤0.01%	949

Other funds holding LEA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return