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Wealthspire Advisors (Maryland)’s Sonoma Pharmaceuticals SNOA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SNOA Stock Details SNOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1
Closed -$1K – 1831
2016
Q3 		$1K Hold
1
– – ﹤0.01% 1656
2016
Q2 		$1K Hold
1
– – ﹤0.01% 1626
2016
Q1 		$1K Hold
1
– – ﹤0.01% 1674
2015
Q4 		$1K Buy
+1
New +$1.07K ﹤0.01% 1649

Other funds holding SNOA

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
AIM
Acrospire Investment Management Chicago, Illinois $33K AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SNOA Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Sonoma Pharmaceuticals (SNOA) in Q4 2016, closing a stake of 1 share — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SNOA in Q4 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 21 funds tracked by Wall St. Rank hold SNOA as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Sonoma Pharmaceuticals position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1 Sonoma Pharmaceuticals share in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Sonoma Pharmaceuticals in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Sonoma Pharmaceuticals position peaked at $1K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Sonoma Pharmaceuticals as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.