Wealthspire Advisors (Maryland)’s Nasdaq NDAQ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,252	Closed	-$95K	–	1474
2019 Q1	$95K	Sell	3,252 -522	-14%	-$14.9K	0.01%	655
2018 Q4	$103K	Sell	3,774 -318	-8%	-$9.06K	0.01%	593
2018 Q3	$117K	Sell	4,092 -459	-10%	-$14.1K	0.01%	623
2018 Q2	$138K	Sell	4,551 -51	-1%	-$1.53K	0.01%	580
2018 Q1	$132K	Sell	4,602 -495	-10%	-$13.4K	0.01%	603
2017 Q4	$131K	Sell	5,097 -5,673	-53%	-$143K	0.01%	619
2017 Q3	$278K	Buy	10,770 +291	+3%	+$7.23K	0.03%	378
2017 Q2	$250K	Sell	10,479 -5,787	-36%	-$133K	0.03%	387
2017 Q1	$377K	Buy	16,266 +1,404	+9%	+$32.6K	0.05%	241
2016 Q4	$333K	Sell	14,862 -1,653	-10%	-$36.5K	0.05%	254
2016 Q3	$372K	Buy	16,515 +480	+3%	+$11.1K	0.06%	224
2016 Q2	$346K	Sell	16,035 -1,320	-8%	-$28.2K	0.06%	223
2016 Q1	$384K	Buy	17,355 +3,777	+28%	+$77.8K	0.07%	196
2015 Q4	$263K	Buy	+13,578	New	+$259K	0.05%	285

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return