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Wealthspire Advisors (Maryland)’s Smith & Nephew SNN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-396
Closed -$16K – 1774
2019
Q1 		$16K Sell
396
-140
-26% -$5.38K ﹤0.01% 1370
2018
Q4 		$20K Buy
536
+156
+41% +$5.61K ﹤0.01% 1208
2018
Q3 		$14K Hold
380
– – ﹤0.01% 1428
2018
Q2 		$14K Buy
380
+35
+10% +$1.3K ﹤0.01% 1440
2018
Q1 		$13K Buy
345
+25
+8% +$904 ﹤0.01% 1471
2017
Q4 		$11K Buy
320
+28
+10% +$1.02K ﹤0.01% 1559
2017
Q3 		$11K Sell
292
-11
-4% -$391 ﹤0.01% 1548
2017
Q2 		$11K Hold
303
– – ﹤0.01% 1500
2017
Q1 		$9K Buy
303
+236
+352% +$7.22K ﹤0.01% 1376
2016
Q4 		$2K Sell
67
-21
-24% -$618 ﹤0.01% 1572
2016
Q3 		$3K Hold
88
– – ﹤0.01% 1496
2016
Q2 		$3K Hold
88
– – ﹤0.01% 1452
2016
Q1 		$3K Hold
88
– – ﹤0.01% 1469
2015
Q4 		$3K Buy
+88
New +$3.02K ﹤0.01% 1478

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Smith & Nephew (SNN) in Q2 2019, closing a stake of 396 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in SNN in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q4 2018. 228 funds tracked by Wall St. Rank hold SNN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Smith & Nephew position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 396 Smith & Nephew shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Smith & Nephew in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Smith & Nephew position peaked at $20K in Q4 2018.
  • 228 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2019.

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