WAM
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Wealthspire Advisors (Maryland)’s SPS Commerce SPSC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-440
Closed -$23K – 1830
2019
Q1 		$23K Buy
440
+26
+6% +$1.27K ﹤0.01% 1222
2018
Q4 		$17K Buy
414
+328
+381% +$14.3K ﹤0.01% 1277
2018
Q3 		$4K Buy
86
+22
+34% +$985 ﹤0.01% 1930
2018
Q2 		$2K Hold
64
– – ﹤0.01% 2200
2018
Q1 		$2K Buy
+64
New +$1.81K ﹤0.01% 2211
2017
Q4 		– Sell
-4
Closed – – 2592
2017
Q3 		$0 Buy
+4
New +$118 ﹤0.01% 2450

Other funds holding SPSC

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CCA
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State Street
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RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GIP
General Industrial Partners London, United Kingdom $2.57M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return