Wealthspire Advisors (Maryland)’s Spire SR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-196	Closed	-$16K	–	1799
2019 Q1	$16K	Sell	196 -245	-56%	-$19.1K	﹤0.01%	1372
2018 Q4	$33K	Sell	441 -478	-52%	-$36.1K	﹤0.01%	1017
2018 Q3	$68K	Sell	919 -368	-29%	-$27.2K	0.01%	849
2018 Q2	$91K	Buy	1,287 +196	+18%	+$13.8K	0.01%	742
2018 Q1	$79K	Sell	1,091 -112	-9%	-$7.63K	0.01%	804
2017 Q4	$90K	Sell	1,203 -6	-0.5%	-$465	0.01%	757
2017 Q3	$90K	Buy	1,209 +48	+4%	+$3.56K	0.01%	757
2017 Q2	$81K	Buy	1,161 +59	+5%	+$4.12K	0.01%	769
2017 Q1	$74K	Buy	1,102 +415	+60%	+$27K	0.01%	688
2016 Q4	$44K	Buy	687 +74	+12%	+$4.66K	0.01%	808
2016 Q3	$39K	Sell	613 -312	-34%	-$20.9K	0.01%	851
2016 Q2	$66K	Buy	925 +410	+80%	+$26.9K	0.01%	656
2016 Q1	$35K	Sell	515 -589	-53%	-$37.5K	0.01%	794
2015 Q4	$66K	Buy	+1,104	New	+$63.6K	0.01%	639

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return