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Wealthspire Advisors (Maryland)’s Schneider National SNDR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-110
Closed -$2K – 1772
2019
Q1 		$2K Sell
110
-12
-10% -$257 ﹤0.01% 2197
2018
Q4 		$2K Buy
122
+116
+1,933% +$2.49K ﹤0.01% 2129
2018
Q3 		$0 Sell
6
-8
-57% -$214 ﹤0.01% 2492
2018
Q2 		$0 Buy
+14
New +$389 ﹤0.01% 2562

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PJSIMP
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PCM
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Wealthspire Advisors (Maryland)'s SNDR Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Schneider National (SNDR) in Q2 2019, closing a stake of 110 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SNDR in Q2 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 175 funds tracked by Wall St. Rank hold SNDR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Schneider National position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 110 Schneider National shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Schneider National in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Schneider National position peaked at $2K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held Schneider National as of Q2 2019.

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