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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 – 1791
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 – – 2543
2017
Q3 		$0 Buy
+4
New +$118 ﹤0.01% 2439

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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 $72.6B AUM 54.88% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of SPS Commerce (SPSC) in Q2 2019, closing a stake of 440 shares — an estimated $23K sold.

Wealthspire Advisors (Maryland) first reported a position in SPSC in Q3 2017 and held it in 6 quarters. The position peaked at $23K in Q1 2019. 240 funds tracked by Wall St. Rank hold SPSC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SPS Commerce position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 440 SPS Commerce shares in Q2 2019, an estimated $23K.
  • Wealthspire Advisors (Maryland) first reported a position in SPS Commerce in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s SPS Commerce position peaked at $23K in Q1 2019.
  • 240 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2019.

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