WAM
RH icon

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 – 1666
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% 2420
2017
Q2 		– Sell
-246
Closed -$11K – 2261
2017
Q1 		$11K Buy
+246
New +$7.61K ﹤0.01% 1311

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 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 $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $276B AUM 44.8% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of RH (RH) in Q2 2019, closing a stake of 65 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in RH in Q1 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2017. 244 funds tracked by Wall St. Rank hold RH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining RH position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 65 RH shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in RH in Q1 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s RH position peaked at $11K in Q1 2017.
  • 244 funds tracked by Wall St. Rank held RH as of Q2 2019.

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