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Wealthspire Advisors (Maryland)’s LGI Homes LGIH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-58
Closed -$3K – 1308
2019
Q1 		$3K Hold
58
– – ﹤0.01% 2016
2018
Q4 		$3K Buy
58
+10
+21% +$422 ﹤0.01% 1959
2018
Q3 		$2K Sell
48
-5
-9% -$275 ﹤0.01% 2165
2018
Q2 		$3K Buy
53
+9
+20% +$580 ﹤0.01% 2020
2018
Q1 		$3K Hold
44
– – ﹤0.01% 2035
2017
Q4 		$3K Buy
44
+39
+780% +$2.48K ﹤0.01% 1998
2017
Q3 		$0 Buy
+5
New +$222 ﹤0.01% 2363

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LGIH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LGI Homes (LGIH) in Q2 2019, closing a stake of 58 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in LGIH in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 201 funds tracked by Wall St. Rank hold LGIH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining LGI Homes position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 58 LGI Homes shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in LGI Homes in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s LGI Homes position peaked at $3K in Q1 2019.
  • 201 funds tracked by Wall St. Rank held LGI Homes as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.