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WAM
Wealthspire Advisors (Maryland)’s
LivaNova
LIVN
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
LIVN Stock Details
LIVN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-290
Closed
-$28K
–
1342
2019
Q1
$28K
Sell
290
-43
-13%
-$4.01K
﹤0.01%
1137
2018
Q4
$30K
Sell
333
-360
-52%
-$38.7K
﹤0.01%
1057
2018
Q3
$86K
Sell
693
-390
-36%
-$46K
0.01%
752
2018
Q2
$108K
Sell
1,083
-21
-2%
-$1.91K
0.01%
681
2018
Q1
$98K
Sell
1,104
-40
-3%
-$3.41K
0.01%
723
2017
Q4
$91K
Buy
1,144
+914
+397%
+$72.6K
0.01%
749
2017
Q3
$16K
Hold
230
–
–
﹤0.01%
1382
2017
Q2
$14K
Hold
230
–
–
﹤0.01%
1397
2017
Q1
$11K
Buy
230
+35
+18%
+$1.7K
﹤0.01%
1307
2016
Q4
$9K
Sell
195
-251
-56%
-$12.3K
﹤0.01%
1255
2016
Q3
$27K
Buy
446
+156
+54%
+$8.97K
﹤0.01%
972
2016
Q2
$15K
Buy
290
+25
+9%
+$1.26K
﹤0.01%
1099
2016
Q1
$14K
Hold
265
–
–
﹤0.01%
1103
2015
Q4
$16K
Buy
+265
New
+$16.1K
﹤0.01%
1044
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$645B AUM
30.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
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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