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WAM
Wealthspire Advisors (Maryland)’s
Q2 Holdings
QTWO
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
QTWO Stock Details
QTWO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-310
Closed
-$21K
–
1680
2019
Q1
$21K
Hold
310
–
–
﹤0.01%
1259
2018
Q4
$15K
Hold
310
–
–
﹤0.01%
1329
2018
Q3
$19K
Sell
310
-30
-9%
-$1.85K
﹤0.01%
1326
2018
Q2
$19K
Hold
340
–
–
﹤0.01%
1330
2018
Q1
$15K
Hold
340
–
–
﹤0.01%
1409
2017
Q4
$13K
Sell
340
-30
-8%
-$1.23K
﹤0.01%
1489
2017
Q3
$15K
Buy
370
+10
+3%
+$391
﹤0.01%
1416
2017
Q2
$13K
Hold
360
–
–
﹤0.01%
1438
2017
Q1
$13K
Hold
360
–
–
﹤0.01%
1242
2016
Q4
$10K
Sell
360
-220
-38%
-$6.5K
﹤0.01%
1227
2016
Q3
$17K
Buy
580
+55
+10%
+$1.55K
﹤0.01%
1109
2016
Q2
$15K
Buy
525
+340
+184%
+$8.52K
﹤0.01%
1101
2016
Q1
$4K
Buy
+185
New
+$3.97K
﹤0.01%
1406
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1-Year Est. Return
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$16.8B AUM
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1-Year Est. Return
CIP
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$7.88B AUM
6.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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