WAM
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Wealthspire Advisors (Maryland)’s Qorvo QRVO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio QRVO Stock Details QRVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,084
Closed -$78K – 1642
2019
Q1 		$78K Buy
1,084
+109
+11% +$7.22K 0.01% 729
2018
Q4 		$59K Sell
975
-225
-19% -$15.1K 0.01% 788
2018
Q3 		$92K Buy
1,200
+8
+0.7% +$641 0.01% 726
2018
Q2 		$96K Buy
1,192
+188
+19% +$14.5K 0.01% 723
2018
Q1 		$71K Sell
1,004
-5
-0.5% -$377 0.01% 852
2017
Q4 		$67K Buy
1,009
+95
+10% +$6.92K 0.01% 882
2017
Q3 		$65K Sell
914
-144
-14% -$10K 0.01% 881
2017
Q2 		$67K Buy
1,058
+870
+463% +$62.2K 0.01% 840
2017
Q1 		$13K Buy
188
+47
+33% +$3.02K ﹤0.01% 1241
2016
Q4 		$7K Buy
141
+82
+139% +$4.46K ﹤0.01% 1330
2016
Q3 		$3K Buy
59
+6
+11% +$340 ﹤0.01% 1489
2016
Q2 		$3K Buy
53
+3
+6% +$150 ﹤0.01% 1446
2016
Q1 		$3K Sell
50
-276
-85% -$12K ﹤0.01% 1465
2015
Q4 		$17K Buy
+326
New +$16.7K ﹤0.01% 1024

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VVP
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return