WAM
PS

Wealthspire Advisors (Maryland)’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17
Closed -$1K – 2363
2019
Q1 		$1K Buy
17
+3
+21% +$89 ﹤0.01% 2439
2018
Q4 		$0 Buy
14
+9
+180% +$207 ﹤0.01% 2633
2018
Q3 		$0 Buy
+5
New +$147 ﹤0.01% 2574

Other funds holding PS

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q2 2019, closing a stake of 17 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PS in Q3 2018 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 229 funds tracked by Wall St. Rank hold PS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 17 Pluralsight, Inc. Class A Common Stock shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Pluralsight, Inc. Class A Common Stock in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Pluralsight, Inc. Class A Common Stock position peaked at $1K in Q1 2019.
  • 229 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q2 2019.

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