WAM
SPR

Wealthspire Advisors (Maryland)’s Spirit AeroSystems SPR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-76
Closed -$7K – 1789
2019
Q1 		$7K Sell
76
-6
-7% -$530 ﹤0.01% 1696
2018
Q4 		$6K Sell
82
-146
-64% -$11.8K ﹤0.01% 1678
2018
Q3 		$21K Buy
228
+1
+0.4% +$88 ﹤0.01% 1293
2018
Q2 		$20K Sell
227
-87
-28% -$7.31K ﹤0.01% 1317
2018
Q1 		$26K Sell
314
-29
-8% -$2.65K ﹤0.01% 1213
2017
Q4 		$30K Sell
343
-5
-1% -$410 ﹤0.01% 1194
2017
Q3 		$27K Buy
348
+84
+32% +$5.81K ﹤0.01% 1200
2017
Q2 		$15K Sell
264
-5
-2% -$281 ﹤0.01% 1372
2017
Q1 		$16K Buy
269
+155
+136% +$9.07K ﹤0.01% 1166
2016
Q4 		$7K Sell
114
-554
-83% -$30K ﹤0.01% 1333
2016
Q3 		$30K Sell
668
-160
-19% -$7.07K ﹤0.01% 936
2016
Q2 		$36K Sell
828
-577
-41% -$26.6K 0.01% 814
2016
Q1 		$64K Buy
1,405
+115
+9% +$5.24K 0.01% 639
2015
Q4 		$65K Buy
+1,290
New +$65.9K 0.01% 644

Other funds holding SPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Spirit AeroSystems (SPR) in Q2 2019, closing a stake of 76 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in SPR in Q4 2015 and held it in 14 quarters. The position peaked at $65K in Q4 2015. 417 funds tracked by Wall St. Rank hold SPR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Spirit AeroSystems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Spirit AeroSystems shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Spirit AeroSystems in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Spirit AeroSystems position peaked at $65K in Q4 2015.
  • 417 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q2 2019.

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