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WAM
Wealthspire Advisors (Maryland)’s
Ralph Lauren
RL
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
RL Stock Details
RL Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-295
Closed
-$38K
–
1709
2019
Q1
$38K
Sell
295
-4
-1%
-$476
﹤0.01%
1007
2018
Q4
$31K
Buy
299
+92
+44%
+$10.8K
﹤0.01%
1044
2018
Q3
$28K
Sell
207
-3
-1%
-$400
﹤0.01%
1179
2018
Q2
$26K
Sell
210
-77
-27%
-$9.35K
﹤0.01%
1216
2018
Q1
$32K
Buy
287
+3
+1%
+$325
﹤0.01%
1142
2017
Q4
$29K
Buy
284
+128
+82%
+$11.8K
﹤0.01%
1212
2017
Q3
$14K
Buy
156
+90
+136%
+$7.41K
﹤0.01%
1445
2017
Q2
$5K
Buy
66
+21
+47%
+$1.57K
﹤0.01%
1779
2017
Q1
$4K
Buy
45
+27
+150%
+$2.23K
﹤0.01%
1574
2016
Q4
$2K
Hold
18
–
–
﹤0.01%
1568
2016
Q3
$2K
Hold
18
–
–
﹤0.01%
1564
2016
Q2
$2K
Sell
18
-5
-22%
-$464
﹤0.01%
1529
2016
Q1
$2K
Sell
23
-6
-21%
-$588
﹤0.01%
1547
2015
Q4
$3K
Buy
+29
New
+$3.44K
﹤0.01%
1476
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
Mackenzie Financial
Toronto Ontario, Ontario, Canada
$83.3B AUM
31.19%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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