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WAM
SGI
Wealthspire Advisors (Maryland)’s
Somnigroup International
SGI
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
SGI Stock Details
SGI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-204
Closed
-$3K
–
2168
2019
Q1
$3K
Buy
204
+80
+65%
+$1.08K
﹤0.01%
2074
2018
Q4
$1K
Sell
124
-136
-52%
-$1.63K
﹤0.01%
2353
2018
Q3
$3K
Buy
260
+36
+16%
+$480
﹤0.01%
2088
2018
Q2
$3K
Sell
224
-16
-7%
-$189
﹤0.01%
2071
2018
Q1
$3K
Sell
240
-320
-57%
-$4.39K
﹤0.01%
2078
2017
Q4
$9K
Sell
560
-316
-36%
-$4.82K
﹤0.01%
1641
2017
Q3
$14K
Buy
876
+80
+10%
+$1.18K
﹤0.01%
1453
2017
Q2
$11K
Buy
796
+376
+90%
+$4.43K
﹤0.01%
1505
2017
Q1
$5K
Buy
420
+296
+239%
+$3.81K
﹤0.01%
1538
2016
Q4
$2K
Buy
124
+100
+417%
+$1.49K
﹤0.01%
1577
2016
Q3
$0
Hold
24
–
–
﹤0.01%
1817
2016
Q2
$0
Hold
24
–
–
﹤0.01%
1828
2016
Q1
$0
Hold
24
–
–
﹤0.01%
1866
2015
Q4
$0
Buy
+24
New
+$456
﹤0.01%
1785
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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