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WAM
Wealthspire Advisors (Maryland)’s
Spectrum Brands
SPB
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
SPB Stock Details
SPB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-149
Closed
-$8K
–
1782
2019
Q1
$8K
Buy
149
+54
+57%
+$2.89K
﹤0.01%
1640
2018
Q4
$4K
Buy
95
+72
+313%
+$4.16K
﹤0.01%
1862
2018
Q3
$2K
Sell
23
-4
-15%
-$339
﹤0.01%
2187
2018
Q2
$2K
Buy
27
+15
+125%
+$1.26K
﹤0.01%
2199
2018
Q1
$1K
Buy
12
+7
+140%
+$753
﹤0.01%
2394
2017
Q4
$1K
Hold
5
–
–
﹤0.01%
2334
2017
Q3
$1K
Hold
5
–
–
﹤0.01%
2143
2017
Q2
$1K
Hold
5
–
–
﹤0.01%
2114
2017
Q1
$1K
Hold
5
–
–
﹤0.01%
1839
2016
Q4
$1K
Sell
5
-1,245
-100%
-$159K
﹤0.01%
1672
2016
Q3
$172K
Sell
1,250
-31
-2%
-$3.95K
0.03%
420
2016
Q2
$153K
Buy
1,281
+381
+42%
+$43.8K
0.03%
436
2016
Q1
$98K
Buy
900
+49
+6%
+$4.83K
0.02%
523
2015
Q4
$87K
Buy
+851
New
+$81.4K
0.02%
564
Other funds holding SPB
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$14.6B AUM
40.95%
1-Year Est. Return
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$1.9T AUM
41.92%
1-Year Est. Return
FIG
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$394M AUM
22.99%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
AVC
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Salt Lake City, Utah
$688M AUM
23.52%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
SCM
Sterling Capital Management
Charlotte, North Carolina
$5.28B AUM
23.15%
1-Year Est. Return
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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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