Wealthspire Advisors (Maryland)’s Regis Corp RGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4	Closed	-$2K	–	1665
2019 Q1	$2K	Hold	4	–	–	﹤0.01%	2190
2018 Q4	$1K	Sell	4 -2	-33%	-$714	﹤0.01%	2315
2018 Q3	$3K	Buy	6 +2	+50%	+$766	﹤0.01%	2059
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	2353
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	2384
2017 Q4	$1K	Buy	4 +3	+300%	+$921	﹤0.01%	2325
2017 Q3	$0	Buy	+1	New	+$230	﹤0.01%	2419

Other funds holding RGS

BRCA

Birch Run Capital Advisors Dallas, Texas $86.9M AUM 87.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s RGS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Regis Corp (RGS) in Q2 2019, closing a stake of 4 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in RGS in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 131 funds tracked by Wall St. Rank hold RGS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Regis Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4 Regis Corp shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Regis Corp in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Regis Corp position peaked at $3K in Q3 2018.
131 funds tracked by Wall St. Rank held Regis Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.