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Wealthspire Advisors (Maryland)’s Stoneridge SRI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$3K – 1802
2019
Q1 		$3K Hold
100
– – ﹤0.01% 2047
2018
Q4 		$2K Hold
100
– – ﹤0.01% 2130
2018
Q3 		$3K Hold
100
– – ﹤0.01% 2070
2018
Q2 		$4K Hold
100
– – ﹤0.01% 1906
2018
Q1 		$3K Hold
100
– – ﹤0.01% 2061
2017
Q4 		$2K Buy
+100
New +$2.23K ﹤0.01% 2168

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Stoneridge (SRI) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SRI in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q2 2018. 147 funds tracked by Wall St. Rank hold SRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Stoneridge position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Stoneridge shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Stoneridge in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Stoneridge position peaked at $4K in Q2 2018.
  • 147 funds tracked by Wall St. Rank held Stoneridge as of Q2 2019.

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