Wealthspire Advisors (Maryland)’s PVH PVH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,826	Closed	-$223K	–	1672
2019 Q1	$223K	Sell	1,826 -75	-4%	-$8.21K	0.02%	411
2018 Q4	$177K	Sell	1,901 -257	-12%	-$29.4K	0.02%	428
2018 Q3	$312K	Buy	2,158 +31	+1%	+$4.58K	0.03%	349
2018 Q2	$318K	Sell	2,127 -51	-2%	-$8.03K	0.03%	342
2018 Q1	$330K	Sell	2,178 -315	-13%	-$45.9K	0.03%	333
2017 Q4	$342K	Sell	2,493 -198	-7%	-$25.9K	0.03%	341
2017 Q3	$339K	Buy	2,691 +14	+0.5%	+$1.71K	0.04%	330
2017 Q2	$307K	Buy	2,677 +104	+4%	+$10.8K	0.04%	338
2017 Q1	$266K	Sell	2,573 -342	-12%	-$31.6K	0.04%	314
2016 Q4	$263K	Buy	2,915 +71	+2%	+$7.47K	0.04%	305
2016 Q3	$314K	Sell	2,844 -135	-5%	-$14K	0.05%	261
2016 Q2	$281K	Buy	2,979 +390	+15%	+$36.7K	0.05%	273
2016 Q1	$256K	Sell	2,589 -21	-0.8%	-$1.65K	0.05%	292
2015 Q4	$192K	Buy	+2,610	New	+$231K	0.04%	368

Other funds holding PVH

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

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

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

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

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return