Wealthspire Advisors (Maryland)’s Masco MAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$212K	Buy	+3,852	New	+$216K	0.01%	438
2019 Q2	–	Sell	-1,021	Closed	-$40K	–	1377
2019 Q1	$40K	Sell	1,021 -97	-9%	-$3.46K	﹤0.01%	974
2018 Q4	$33K	Buy	1,118 +418	+60%	+$13K	﹤0.01%	1013
2018 Q3	$26K	Sell	700 -453	-39%	-$17.4K	﹤0.01%	1203
2018 Q2	$43K	Buy	1,153 +88	+8%	+$3.39K	﹤0.01%	1034
2018 Q1	$43K	Sell	1,065 -116	-10%	-$4.98K	﹤0.01%	1040
2017 Q4	$52K	Buy	1,181 +37	+3%	+$1.5K	0.01%	983
2017 Q3	$45K	Sell	1,144 -65	-5%	-$2.45K	﹤0.01%	1020
2017 Q2	$46K	Buy	1,209 +718	+146%	+$26.3K	0.01%	980
2017 Q1	$17K	Sell	491 -154	-24%	-$5.15K	﹤0.01%	1144
2016 Q4	$20K	Buy	645 +325	+102%	+$10.4K	﹤0.01%	1018
2016 Q3	$11K	Buy	320 +6	+2%	+$208	﹤0.01%	1233
2016 Q2	$10K	Buy	314 +16	+5%	+$505	﹤0.01%	1198
2016 Q1	$9K	Hold	298	–	–	﹤0.01%	1211
2015 Q4	$8K	Buy	+298	New	+$8.48K	﹤0.01%	1251

Other funds holding MAS

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

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

Massachusetts Financial Services

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

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

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return