WAM
MDSO

Wealthspire Advisors (Maryland)’s Medidata Solutions, Inc. MDSO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MDSO Stock Details MDSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,223
Closed -$90K – 2444
2019
Q1 		$90K Sell
1,223
-63
-5% -$4.55K 0.01% 679
2018
Q4 		$87K Buy
1,286
+273
+27% +$19.3K 0.01% 652
2018
Q3 		$74K Sell
1,013
-14
-1% -$1.12K 0.01% 813
2018
Q2 		$83K Buy
1,027
+171
+20% +$12.8K 0.01% 781
2018
Q1 		$54K Sell
856
-8
-0.9% -$532 0.01% 951
2017
Q4 		$55K Sell
864
-94
-10% -$6.7K 0.01% 965
2017
Q3 		$75K Sell
958
-14
-1% -$1.07K 0.01% 820
2017
Q2 		$76K Buy
972
+105
+12% +$7.32K 0.01% 801
2017
Q1 		$50K Buy
+867
New +$46.9K 0.01% 805

Other funds holding MDSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Medidata Solutions, Inc. (MDSO) in Q2 2019, closing a stake of 1,223 shares — an estimated $90K sold.

Wealthspire Advisors (Maryland) first reported a position in MDSO in Q1 2017 and held it in 9 quarters. The position peaked at $90K in Q1 2019. 302 funds tracked by Wall St. Rank hold MDSO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Medidata Solutions, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,223 Medidata Solutions, Inc. shares in Q2 2019, an estimated $90K.
  • Wealthspire Advisors (Maryland) first reported a position in Medidata Solutions, Inc. in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Medidata Solutions, Inc. position peaked at $90K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Medidata Solutions, Inc. as of Q2 2019.

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