WAM
PSDO

Wealthspire Advisors (Maryland)’s Presidio, Inc. Common Stock PSDO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PSDO Stock Details PSDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-471
Closed -$6K – 2650
2018
Q4 		$6K Sell
471
-1,687
-78% -$23.4K ﹤0.01% 1699
2018
Q3 		$33K Sell
2,158
-1,005
-32% -$14.9K ﹤0.01% 1116
2018
Q2 		$41K Buy
3,163
+39
+1% +$568 ﹤0.01% 1060
2018
Q1 		$49K Buy
3,124
+856
+38% +$14.3K ﹤0.01% 1000
2017
Q4 		$43K Buy
2,268
+619
+38% +$9.72K ﹤0.01% 1074
2017
Q3 		$23K Buy
1,649
+166
+11% +$2.29K ﹤0.01% 1261
2017
Q2 		$21K Buy
+1,483
New +$22.3K ﹤0.01% 1262

Other funds holding PSDO

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PSDO Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Presidio, Inc. Common Stock (PSDO) in Q1 2019, closing a stake of 471 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in PSDO in Q2 2017 and held it in 7 quarters. The position peaked at $49K in Q1 2018. 129 funds tracked by Wall St. Rank hold PSDO as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Presidio, Inc. Common Stock position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 471 Presidio, Inc. Common Stock shares in Q1 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Presidio, Inc. Common Stock in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Presidio, Inc. Common Stock position peaked at $49K in Q1 2018.
  • 129 funds tracked by Wall St. Rank held Presidio, Inc. Common Stock as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.