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Wealthspire Advisors (Maryland)’s Micron Technology MU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MU Stock Details MU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$445K Buy
9,471
+679
+8% +$32.9K 0.02% 299
2020
Q2 		$453K Buy
8,792
+13
+0.1% +$613 0.03% 278
2020
Q1 		$369K Buy
8,779
+487
+6% +$25.3K 0.03% 273
2019
Q4 		$446K Buy
8,292
+275
+3% +$13.1K 0.03% 299
2019
Q3 		$344K Buy
8,017
+2,657
+50% +$120K 0.03% 319
2019
Q2 		$207K Buy
5,360
+122
+2% +$4.65K 0.02% 433
2019
Q1 		$216K Buy
5,238
+490
+10% +$18.9K 0.02% 414
2018
Q4 		$151K Sell
4,748
-2,783
-37% -$106K 0.01% 472
2018
Q3 		$341K Buy
7,531
+231
+3% +$11.7K 0.03% 326
2018
Q2 		$383K Buy
7,300
+2,286
+46% +$124K 0.03% 297
2018
Q1 		$261K Buy
5,014
+127
+3% +$6.08K 0.02% 396
2017
Q4 		$201K Sell
4,887
-752
-13% -$32.4K 0.02% 488
2017
Q3 		$222K Sell
5,639
-367
-6% -$11.6K 0.02% 441
2017
Q2 		$179K Sell
6,006
-2,974
-33% -$87K 0.02% 489
2017
Q1 		$260K Buy
8,980
+2,237
+33% +$54.6K 0.04% 320
2016
Q4 		$148K Buy
6,743
+627
+10% +$11.8K 0.02% 465
2016
Q3 		$109K Buy
6,116
+433
+8% +$6.61K 0.02% 546
2016
Q2 		$78K Sell
5,683
-183
-3% -$2.08K 0.01% 603
2016
Q1 		$61K Buy
5,866
+17
+0.3% +$190 0.01% 651
2015
Q4 		$83K Buy
+5,849
New +$93.5K 0.02% 578

Other funds holding MU

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) increased its Micron Technology (MU) stake by 7.7% in Q3 2020, buying an estimated $32.9K and bringing the position to 9,471 shares worth $445K. The position accounts for 0.02% of the portfolio, ranked #299.

Wealthspire Advisors (Maryland) first reported a position in MU in Q4 2015 and has held it in 20 quarters since. The position peaked at $453K in Q2 2020. 983 funds tracked by Wall St. Rank hold MU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 9,471 shares of Micron Technology worth $445K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 679 Micron Technology shares in Q3 2020, an estimated $32.9K.
  • Micron Technology made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #299 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Micron Technology in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Micron Technology position peaked at $453K in Q2 2020.
  • 983 funds tracked by Wall St. Rank held Micron Technology as of Q3 2020.

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