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Wealthspire Advisors (Maryland)’s Mercado Libre MELI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MELI Stock Details MELI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$666K Sell
615
-334
-35% -$362K 0.02% 227
2020
Q2 		$935K Sell
949
-54
-5% -$40.5K 0.07% 171
2020
Q1 		$490K Buy
1,003
+40
+4% +$24.7K 0.04% 233
2019
Q4 		$551K Sell
963
-112
-10% -$62K 0.04% 265
2019
Q3 		$593K Sell
1,075
-57
-5% -$34.6K 0.04% 231
2019
Q2 		$693K Sell
1,132
-46
-4% -$25.6K 0.05% 198
2019
Q1 		$598K Sell
1,178
-56
-5% -$22.3K 0.05% 223
2018
Q4 		$361K Hold
1,234
– – 0.03% 282
2018
Q3 		$420K Hold
1,234
– – 0.03% 280
2018
Q2 		$369K Sell
1,234
-410
-25% -$129K 0.03% 305
2018
Q1 		$586K Sell
1,644
-67
-4% -$24.5K 0.06% 213
2017
Q4 		$538K Sell
1,711
-125
-7% -$33.8K 0.05% 239
2017
Q3 		$475K Buy
1,836
+125
+7% +$33.1K 0.05% 247
2017
Q2 		$429K Buy
1,711
+1,651
+2,752% +$424K 0.05% 259
2017
Q1 		$13K Hold
60
– – ﹤0.01% 1238
2016
Q4 		$9K Sell
60
-35
-37% -$5.78K ﹤0.01% 1256
2016
Q3 		$18K Buy
95
+15
+19% +$2.49K ﹤0.01% 1090
2016
Q2 		$11K Hold
80
– – ﹤0.01% 1186
2016
Q1 		$9K Hold
80
– – ﹤0.01% 1212
2015
Q4 		$9K Buy
+80
New +$8.8K ﹤0.01% 1220

Other funds holding MELI

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MELI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Mercado Libre (MELI) stake by 35% in Q3 2020, selling an estimated $362K and leaving 615 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #227.

Wealthspire Advisors (Maryland) first reported a position in MELI in Q4 2015 and has held it in 20 quarters since. The position peaked at $935K in Q2 2020. 752 funds tracked by Wall St. Rank hold MELI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 615 shares of Mercado Libre worth $666K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 334 Mercado Libre shares in Q3 2020, an estimated $362K.
  • Mercado Libre made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #227 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Mercado Libre in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Mercado Libre position peaked at $935K in Q2 2020.
  • 752 funds tracked by Wall St. Rank held Mercado Libre as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.