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Wealthspire Advisors (Maryland)’s Motorola Solutions MSI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$406K Sell
2,590
-3,134
-55% -$458K 0.01% 308
2020
Q2 		$802K Sell
5,724
-209
-4% -$29.6K 0.06% 188
2020
Q1 		$789K Buy
5,933
+1,229
+26% +$206K 0.07% 170
2019
Q4 		$758K Buy
+4,704
New +$775K 0.05% 216
2019
Q2 		– Sell
-1,015
Closed -$143K – 1414
2019
Q1 		$143K Sell
1,015
-1,047
-51% -$136K 0.01% 532
2018
Q4 		$142K Buy
2,062
+1,058
+105% +$131K 0.01% 498
2018
Q3 		$131K Sell
1,004
-1,212
-55% -$150K 0.01% 584
2018
Q2 		$162K Buy
2,216
+27
+1% +$2.98K 0.01% 524
2018
Q1 		$146K Buy
2,189
+1,010
+86% +$103K 0.01% 576
2017
Q4 		$107K Buy
1,179
+177
+18% +$16.1K 0.01% 687
2017
Q3 		$85K Buy
1,002
+77
+8% +$6.74K 0.01% 776
2017
Q2 		$80K Buy
925
+137
+17% +$11.6K 0.01% 779
2017
Q1 		$68K Sell
788
-98
-11% -$8.01K 0.01% 714
2016
Q4 		$73K Buy
886
+27
+3% +$2.12K 0.01% 674
2016
Q3 		$66K Sell
859
-28
-3% -$2.04K 0.01% 706
2016
Q2 		$59K Sell
887
-55
-6% -$3.91K 0.01% 695
2016
Q1 		$71K Buy
942
+228
+32% +$15.4K 0.01% 611
2015
Q4 		$49K Buy
+714
New +$49.8K 0.01% 719

Other funds holding MSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) reduced its Motorola Solutions (MSI) stake by 55% in Q3 2020, selling an estimated $458K and leaving 2,590 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #308.

Wealthspire Advisors (Maryland) first reported a position in MSI in Q4 2015 and has held it in 18 quarters since. The position peaked at $802K in Q2 2020. 694 funds tracked by Wall St. Rank hold MSI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,590 shares of Motorola Solutions worth $406K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 3,134 Motorola Solutions shares in Q3 2020, an estimated $458K.
  • Motorola Solutions made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #308 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Motorola Solutions in Q4 2015 and has held it in 18 quarters since.
  • Wealthspire Advisors (Maryland)'s Motorola Solutions position peaked at $802K in Q2 2020.
  • 694 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2020.

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