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Wealthspire Advisors (Maryland)’s Monro MNRO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MNRO Stock Details MNRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-290
Closed -$25K – 1395
2019
Q1 		$25K Sell
290
-51
-15% -$3.86K ﹤0.01% 1190
2018
Q4 		$23K Sell
341
-12
-3% -$877 ﹤0.01% 1149
2018
Q3 		$25K Buy
353
+10
+3% +$684 ﹤0.01% 1218
2018
Q2 		$20K Buy
343
+305
+803% +$17.2K ﹤0.01% 1313
2018
Q1 		$2K Sell
38
-99
-72% -$5.49K ﹤0.01% 2186
2017
Q4 		$8K Buy
137
+27
+25% +$1.41K ﹤0.01% 1680
2017
Q3 		$6K Buy
110
+11
+11% +$517 ﹤0.01% 1739
2017
Q2 		$4K Buy
+99
New +$4.93K ﹤0.01% 1829
2016
Q3 		– Sell
-113
Closed -$7K – 1783
2016
Q2 		$7K Sell
113
-186
-62% -$12.3K ﹤0.01% 1273
2016
Q1 		$21K Sell
299
-40
-12% -$2.65K ﹤0.01% 958
2015
Q4 		$22K Buy
+339
New +$24.1K ﹤0.01% 936

Other funds holding MNRO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Monro (MNRO) in Q2 2019, closing a stake of 290 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in MNRO in Q4 2015 and held it in 11 quarters. The position peaked at $25K in Q1 2019. 222 funds tracked by Wall St. Rank hold MNRO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Monro position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 290 Monro shares in Q2 2019, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in Monro in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Monro position peaked at $25K in Q1 2019.
  • 222 funds tracked by Wall St. Rank held Monro as of Q2 2019.

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