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WAM
Wealthspire Advisors (Maryland)’s
Quad
QUAD
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
QUAD Stock Details
QUAD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-1,635
Closed
-$37K
–
2617
2017
Q4
$37K
Sell
1,635
-656
-
29
%
-$14.8K
﹤0.01%
1128
2017
Q3
$52K
Sell
2,291
-100
-
4
%
-$2.27K
0.01%
971
2017
Q2
$55K
Sell
2,391
-157
-
6
%
-$3.61K
0.01%
918
2017
Q1
$64K
Buy
+2,548
New
+$64K
0.01%
736
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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