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Wealthspire Advisors (Maryland)’s Southside Bancshares SBSI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-98
Closed -$3K – 1712
2019
Q1 		$3K Hold
98
– – ﹤0.01% 2043
2018
Q4 		$3K Buy
98
+84
+600% +$2.73K ﹤0.01% 1979
2018
Q3 		$0 Buy
14
+11
+367% +$389 ﹤0.01% 2487
2018
Q2 		$0 Hold
3
– – ﹤0.01% 2557
2018
Q1 		$0 Hold
3
– – ﹤0.01% 2620
2017
Q4 		$0 Hold
3
– – ﹤0.01% 2536
2017
Q3 		$0 Buy
+3
New +$102 ﹤0.01% 2426

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Southside Bancshares (SBSI) in Q2 2019, closing a stake of 98 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SBSI in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 118 funds tracked by Wall St. Rank hold SBSI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Southside Bancshares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 98 Southside Bancshares shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Southside Bancshares in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Southside Bancshares position peaked at $3K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2019.

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