WAM
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Wealthspire Advisors (Maryland)’s RH RH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-65
Closed -$7K – 1703
2019
Q1 		$7K Hold
65
– – ﹤0.01% 1691
2018
Q4 		$8K Buy
65
+3
+5% +$361 ﹤0.01% 1567
2018
Q3 		$8K Hold
62
– – ﹤0.01% 1622
2018
Q2 		$9K Hold
62
– – ﹤0.01% 1592
2018
Q1 		$6K Hold
62
– – ﹤0.01% 1755
2017
Q4 		$5K Buy
62
+58
+1,450% +$5.25K ﹤0.01% 1845
2017
Q3 		$0 Buy
+4
New +$251 ﹤0.01% 2431
2017
Q2 		– Sell
-246
Closed -$11K – 2266
2017
Q1 		$11K Buy
+246
New +$7.61K ﹤0.01% 1311

Other funds holding RH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return