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Wealthspire Advisors (Maryland)’s Scansource SCSC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SCSC Stock Details SCSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-76
Closed -$3K – 1722
2019
Q1 		$3K Hold
76
– – ﹤0.01% 2045
2018
Q4 		$3K Sell
76
-15
-16% -$565 ﹤0.01% 1980
2018
Q3 		$4K Buy
91
+8
+10% +$327 ﹤0.01% 1928
2018
Q2 		$3K Buy
83
+7
+9% +$264 ﹤0.01% 2040
2018
Q1 		$3K Buy
76
+63
+485% +$2.15K ﹤0.01% 2056
2017
Q4 		$0 Sell
13
-2
-13% -$78 ﹤0.01% 2538
2017
Q3 		$1K Buy
15
+10
+200% +$393 ﹤0.01% 2139
2017
Q2 		$0 Buy
+5
New +$194 ﹤0.01% 2265

Other funds holding SCSC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Scansource (SCSC) in Q2 2019, closing a stake of 76 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SCSC in Q2 2017 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 168 funds tracked by Wall St. Rank hold SCSC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Scansource position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Scansource shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Scansource in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Scansource position peaked at $4K in Q3 2018.
  • 168 funds tracked by Wall St. Rank held Scansource as of Q2 2019.

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