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Wealthspire Advisors (Maryland)’s Photronics PLAB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-189
Closed -$2K – 1597
2019
Q1 		$2K Hold
189
– – ﹤0.01% 2187
2018
Q4 		$2K Buy
189
+130
+220% +$1.25K ﹤0.01% 2113
2018
Q3 		$1K Buy
59
+39
+195% +$362 ﹤0.01% 2313
2018
Q2 		$0 Sell
20
-19
-49% -$157 ﹤0.01% 2543
2018
Q1 		$0 Buy
39
+6
+18% +$50 ﹤0.01% 2608
2017
Q4 		$0 Buy
+33
New +$301 ﹤0.01% 2528

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Barrow, Hanley, Mewhinney & Strauss
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Photronics (PLAB) in Q2 2019, closing a stake of 189 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PLAB in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 189 funds tracked by Wall St. Rank hold PLAB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Photronics position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 189 Photronics shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Photronics in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Photronics position peaked at $2K in Q1 2019.
  • 189 funds tracked by Wall St. Rank held Photronics as of Q2 2019.

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