WAM
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Wealthspire Advisors (Maryland)’s Qualys QLYS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-236
Closed -$20K – 1676
2019
Q1 		$20K Buy
236
+40
+20% +$3.33K ﹤0.01% 1281
2018
Q4 		$15K Buy
196
+9
+5% +$678 ﹤0.01% 1328
2018
Q3 		$17K Buy
187
+113
+153% +$10.2K ﹤0.01% 1369
2018
Q2 		$6K Buy
74
+11
+17% +$884 ﹤0.01% 1732
2018
Q1 		$5K Sell
63
-5
-7% -$345 ﹤0.01% 1828
2017
Q4 		$4K Buy
68
+33
+94% +$1.85K ﹤0.01% 1917
2017
Q3 		$2K Sell
35
-35
-50% -$1.61K ﹤0.01% 2006
2017
Q2 		$3K Buy
+70
New +$2.81K ﹤0.01% 1907
2016
Q1 		– Sell
-390
Closed -$13K – 1827
2015
Q4 		$13K Buy
+390
New +$13.8K ﹤0.01% 1118

Other funds holding QLYS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return