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Wealthspire Advisors (Maryland)’s Lindblad Expeditions LIND Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-24,630
Closed -$413K – 510
2019
Q3 		$413K Hold
24,630
– – 0.03% 289
2019
Q2 		$442K Hold
24,630
– – 0.03% 275
2019
Q1 		$376K Hold
24,630
– – 0.03% 301
2018
Q4 		$332K Hold
24,630
– – 0.03% 301
2018
Q3 		$366K Buy
+24,630
New +$349K 0.03% 310

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DFAM
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RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LIND Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lindblad Expeditions (LIND) in Q4 2019, closing a stake of 24,630 shares — an estimated $413K sold.

Wealthspire Advisors (Maryland) first reported a position in LIND in Q3 2018 and held it in 5 quarters. The position peaked at $442K in Q2 2019. 115 funds tracked by Wall St. Rank hold LIND as of Q4 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lindblad Expeditions position as of Q4 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 24,630 Lindblad Expeditions shares in Q4 2019, an estimated $413K.
  • Wealthspire Advisors (Maryland) first reported a position in Lindblad Expeditions in Q3 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Lindblad Expeditions position peaked at $442K in Q2 2019.
  • 115 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.