Wealthspire Advisors (Maryland)’s SiriusPoint SPNT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-210	Closed	-$2K	–	1787
2019 Q1	$2K	Buy	210 +179	+577%	+$1.9K	﹤0.01%	2199
2018 Q4	$0	Buy	31 +14	+82%	+$150	﹤0.01%	2554
2018 Q3	$0	Buy	+17	New	+$222	﹤0.01%	2495
2018 Q2	–	Sell	-21	Closed	–	–	2565
2018 Q1	$0	Buy	21 +13	+163%	+$184	﹤0.01%	2627
2017 Q4	$0	Buy	+8	New	+$129	﹤0.01%	2542
2016 Q1	–	Sell	-16	Closed	–	–	1831
2015 Q4	$0	Buy	+16	New	+$219	﹤0.01%	1765

Other funds holding SPNT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of SiriusPoint (SPNT) in Q2 2019, closing a stake of 210 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in SPNT in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 158 funds tracked by Wall St. Rank hold SPNT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining SiriusPoint position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 210 SiriusPoint shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in SiriusPoint in Q4 2015 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s SiriusPoint position peaked at $2K in Q1 2019.
158 funds tracked by Wall St. Rank held SiriusPoint as of Q2 2019.

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