WAM
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Wealthspire Advisors (Maryland)’s Post Holdings POST Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-84
Closed -$6K – 1610
2019
Q1 		$6K Buy
84
+9
+12% +$590 ﹤0.01% 1763
2018
Q4 		$4K Buy
75
+69
+1,150% +$4.16K ﹤0.01% 1848
2018
Q3 		$0 Hold
6
– – ﹤0.01% 2477
2018
Q2 		$0 Sell
6
-2
-25% -$104 ﹤0.01% 2545
2018
Q1 		$0 Sell
8
-16
-67% -$809 ﹤0.01% 2609
2017
Q4 		$1K Buy
24
+9
+60% +$479 ﹤0.01% 2321
2017
Q3 		$1K Buy
15
+6
+67% +$329 ﹤0.01% 2131
2017
Q2 		$0 Hold
9
– – ﹤0.01% 2255
2017
Q1 		$1K Buy
+9
New +$496 ﹤0.01% 1828

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Post Holdings (POST) in Q2 2019, closing a stake of 84 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in POST in Q1 2017 and held it in 9 quarters. The position peaked at $6K in Q1 2019. 338 funds tracked by Wall St. Rank hold POST as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Post Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 84 Post Holdings shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Post Holdings in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Post Holdings position peaked at $6K in Q1 2019.
  • 338 funds tracked by Wall St. Rank held Post Holdings as of Q2 2019.

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