Wealthspire Advisors (Maryland)’s Sonida Senior Living SNDA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SNDA Stock Details SNDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-445	Closed	-$27K	–	1771
2019 Q1	$27K	Buy	445 +208	+88%	+$18.8K	﹤0.01%	1159
2018 Q4	$24K	Sell	237 -395	-63%	-$49.3K	﹤0.01%	1130
2018 Q3	$89K	Buy	632 +231	+58%	+$31.3K	0.01%	741
2018 Q2	$64K	Sell	401 -221	-36%	-$36.5K	0.01%	891
2018 Q1	$100K	Buy	622 +258	+71%	+$45.8K	0.01%	715
2017 Q4	$74K	Sell	364 -161	-31%	-$34.5K	0.01%	839
2017 Q3	$99K	Sell	525 -1	-0.2%	-$196	0.01%	714
2017 Q2	$120K	Buy	526 +59	+13%	+$12.8K	0.01%	625
2017 Q1	$98K	Buy	467 +144	+45%	+$34.2K	0.01%	611
2016 Q4	$78K	Buy	+323	New	+$76.4K	0.01%	658

Other funds holding SNDA

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Sonida Senior Living (SNDA) in Q2 2019, closing a stake of 445 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in SNDA in Q4 2016 and held it in 10 quarters. The position peaked at $120K in Q2 2017. 69 funds tracked by Wall St. Rank hold SNDA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Sonida Senior Living position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 445 Sonida Senior Living shares in Q2 2019, an estimated $27K.
Wealthspire Advisors (Maryland) first reported a position in Sonida Senior Living in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Sonida Senior Living position peaked at $120K in Q2 2017.
69 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2019.

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