WAM
R icon

Wealthspire Advisors (Maryland)’s Ryder R Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-274
Closed -$17K – 1682
2019
Q1 		$17K Buy
274
+4
+1% +$234 ﹤0.01% 1347
2018
Q4 		$13K Buy
270
+12
+5% +$688 ﹤0.01% 1377
2018
Q3 		$19K Buy
258
+76
+42% +$5.79K ﹤0.01% 1327
2018
Q2 		$13K Sell
182
-56
-24% -$3.92K ﹤0.01% 1460
2018
Q1 		$17K Sell
238
-57
-19% -$4.59K ﹤0.01% 1350
2017
Q4 		$25K Buy
295
+17
+6% +$1.39K ﹤0.01% 1259
2017
Q3 		$24K Sell
278
-29
-9% -$2.19K ﹤0.01% 1234
2017
Q2 		$22K Buy
307
+11
+4% +$761 ﹤0.01% 1237
2017
Q1 		$22K Buy
296
+219
+284% +$16.6K ﹤0.01% 1055
2016
Q4 		$6K Buy
77
+5
+7% +$368 ﹤0.01% 1353
2016
Q3 		$5K Buy
72
+18
+33% +$1.18K ﹤0.01% 1400
2016
Q2 		$3K Sell
54
-25
-32% -$1.66K ﹤0.01% 1447
2016
Q1 		$5K Sell
79
-287
-78% -$16.3K ﹤0.01% 1347
2015
Q4 		$21K Buy
+366
New +$24.2K ﹤0.01% 953

Other funds holding R

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Vanguard Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return