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Wealthspire Advisors (Maryland)’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Hold
0
– – – 1944
2018
Q4 		– Hold
0
– – – 1618
2018
Q3 		– Hold
0
– – – 1843
2018
Q2 		– Hold
0
– – – 1926
2018
Q1 		– Hold
0
– – – 2079
2016
Q3 		– Hold
0
– – – 1577

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Federated Hermes
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Northern Trust
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Jennison Associates
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Dimensional Fund Advisors
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Bank of New York Mellon
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return