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Wealthspire Advisors (Maryland)’s Sprouts Farmers Market SFM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-304
Closed -$7K – 1732
2019
Q1 		$7K Buy
304
+101
+50% +$2.37K ﹤0.01% 1694
2018
Q4 		$5K Buy
203
+134
+194% +$3.49K ﹤0.01% 1753
2018
Q3 		$2K Buy
69
+10
+17% +$245 ﹤0.01% 2186
2018
Q2 		$1K Sell
59
-26
-31% -$588 ﹤0.01% 2356
2018
Q1 		$2K Buy
85
+16
+23% +$410 ﹤0.01% 2207
2017
Q4 		$2K Buy
69
+38
+123% +$805 ﹤0.01% 2164
2017
Q3 		$1K Sell
31
-24
-44% -$531 ﹤0.01% 2140
2017
Q2 		$1K Buy
55
+7
+15% +$162 ﹤0.01% 2113
2017
Q1 		$1K Buy
48
+24
+100% +$470 ﹤0.01% 1837
2016
Q4 		$0 Buy
+24
New +$504 ﹤0.01% 1829
2016
Q2 		– Sell
-23
Closed -$1K – 1794
2016
Q1 		$1K Hold
23
– – ﹤0.01% 1672
2015
Q4 		$1K Buy
+23
New +$544 ﹤0.01% 1647

Other funds holding SFM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Sprouts Farmers Market (SFM) in Q2 2019, closing a stake of 304 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in SFM in Q4 2015 and held it in 12 quarters. The position peaked at $7K in Q1 2019. 293 funds tracked by Wall St. Rank hold SFM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sprouts Farmers Market position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 304 Sprouts Farmers Market shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Sprouts Farmers Market in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Sprouts Farmers Market position peaked at $7K in Q1 2019.
  • 293 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2019.

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