WAM
SBH icon

Wealthspire Advisors (Maryland)’s Sally Beauty Holdings SBH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-431
Closed -$8K – 1710
2019
Q1 		$8K Buy
431
+316
+275% +$5.64K ﹤0.01% 1638
2018
Q4 		$2K Buy
115
+27
+31% +$505 ﹤0.01% 2124
2018
Q3 		$2K Sell
88
-51
-37% -$815 ﹤0.01% 2184
2018
Q2 		$2K Buy
139
+11
+9% +$175 ﹤0.01% 2194
2018
Q1 		$2K Buy
128
+95
+288% +$1.63K ﹤0.01% 2205
2017
Q4 		$1K Sell
33
-208
-86% -$3.6K ﹤0.01% 2328
2017
Q3 		$5K Buy
241
+37
+18% +$727 ﹤0.01% 1799
2017
Q2 		$4K Buy
204
+165
+423% +$3.18K ﹤0.01% 1840
2017
Q1 		$1K Buy
39
+33
+550% +$755 ﹤0.01% 1835
2016
Q4 		$0 Sell
6
-564
-99% -$14.9K ﹤0.01% 1828
2016
Q3 		$15K Hold
570
– – ﹤0.01% 1146
2016
Q2 		$17K Hold
570
– – ﹤0.01% 1053
2016
Q1 		$18K Buy
570
+80
+16% +$2.37K ﹤0.01% 1004
2015
Q4 		$14K Buy
+490
New +$12.3K ﹤0.01% 1099

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Sally Beauty Holdings (SBH) in Q2 2019, closing a stake of 431 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in SBH in Q4 2015 and held it in 14 quarters. The position peaked at $18K in Q1 2016. 224 funds tracked by Wall St. Rank hold SBH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sally Beauty Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 431 Sally Beauty Holdings shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Sally Beauty Holdings in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Sally Beauty Holdings position peaked at $18K in Q1 2016.
  • 224 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2019.

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