Wealthspire Advisors (Maryland)’s Ferrari RACE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-344	Closed	-$46K	–	1683
2019 Q1	$46K	Sell	344 -54	-14%	-$6.61K	﹤0.01%	926
2018 Q4	$40K	Buy	398 +106	+36%	+$11.9K	﹤0.01%	952
2018 Q3	$40K	Sell	292 -7	-2%	-$921	﹤0.01%	1048
2018 Q2	$40K	Sell	299 -44	-13%	-$5.78K	﹤0.01%	1066
2018 Q1	$41K	Hold	343	–	–	﹤0.01%	1062
2017 Q4	$36K	Buy	343 +54	+19%	+$6K	﹤0.01%	1134
2017 Q3	$32K	Buy	289 +74	+34%	+$7.88K	﹤0.01%	1131
2017 Q2	$18K	Buy	215 +57	+36%	+$4.67K	﹤0.01%	1312
2017 Q1	$12K	Sell	158 -131	-45%	-$8.51K	﹤0.01%	1274
2016 Q4	$17K	Hold	289	–	–	﹤0.01%	1069
2016 Q3	$15K	Sell	289 -5	-2%	-$233	﹤0.01%	1145
2016 Q2	$12K	Buy	294 +29	+11%	+$1.23K	﹤0.01%	1165
2016 Q1	$11K	Buy	+265	New	+$10.7K	﹤0.01%	1164

Other funds holding RACE

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Winslow Capital Management

Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return