Wealthspire Advisors (Maryland)’s Saic SAIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-24	Closed	-$2K	–	1743
2019 Q1	$2K	Buy	24 +16	+200%	+$1.13K	﹤0.01%	2193
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	2316
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	2320
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	2355
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	2387
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	2327
2017 Q3	$1K	Sell	8 -33	-80%	-$2.29K	﹤0.01%	2135
2017 Q2	$3K	Hold	41	–	–	﹤0.01%	1913
2017 Q1	$3K	Hold	41	–	–	﹤0.01%	1636
2016 Q4	$3K	Hold	41	–	–	﹤0.01%	1488
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	1493
2016 Q2	$2K	Hold	41	–	–	﹤0.01%	1531
2016 Q1	$2K	Hold	41	–	–	﹤0.01%	1550
2015 Q4	$2K	Buy	+41	New	+$1.87K	﹤0.01%	1536

Other funds holding SAIC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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