WAM
SASR

Wealthspire Advisors (Maryland)’s Sandy Spring Bancorp Inc SASR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SASR Stock Details SASR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,079
Closed -$324K – 557
2020
Q2 		$324K Buy
13,079
+3,326
+34% +$79K 0.02% 331
2020
Q1 		$221K Buy
9,753
+30
+0.3% +$955 0.02% 366
2019
Q4 		$368K Buy
9,723
+30
+0.3% +$1.06K 0.02% 329
2019
Q3 		$327K Buy
9,693
+30
+0.3% +$1.04K 0.02% 330
2019
Q2 		$337K Sell
9,663
-42,637
-82% -$1.43M 0.03% 327
2019
Q1 		$1.64M Sell
52,300
-21,316
-29% -$705K 0.12% 100
2018
Q4 		$2.31M Buy
73,616
+27
+0% +$953 0.21% 72
2018
Q3 		$2.89M Buy
73,589
+24
+0% +$958 0.24% 65
2018
Q2 		$3.02M Sell
73,565
-9,977
-12% -$408K 0.27% 58
2018
Q1 		$3.24M Buy
83,542
+80,225
+2,419% +$3.13M 0.31% 56
2017
Q4 		$129K Buy
3,317
+22
+0.7% +$883 0.01% 625
2017
Q3 		$137K Buy
3,295
+22
+0.7% +$865 0.01% 598
2017
Q2 		$133K Buy
+3,273
New +$133K 0.02% 590

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SASR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2020, closing a stake of 13,079 shares — an estimated $324K sold.

Wealthspire Advisors (Maryland) first reported a position in SASR in Q2 2017 and held it in 13 quarters. The position peaked at $3.24M in Q1 2018. 156 funds tracked by Wall St. Rank hold SASR as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Sandy Spring Bancorp Inc position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,079 Sandy Spring Bancorp Inc shares in Q3 2020, an estimated $324K.
  • Wealthspire Advisors (Maryland) first reported a position in Sandy Spring Bancorp Inc in Q2 2017 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Sandy Spring Bancorp Inc position peaked at $3.24M in Q1 2018.
  • 156 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.