WAM
STE icon

Wealthspire Advisors (Maryland)’s Steris STE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,067
Closed -$137K – 1812
2019
Q1 		$137K Sell
1,067
-66
-6% -$7.77K 0.01% 542
2018
Q4 		$121K Sell
1,133
-45
-4% -$5.02K 0.01% 544
2018
Q3 		$135K Buy
1,178
+119
+11% +$13.5K 0.01% 572
2018
Q2 		$111K Buy
1,059
+49
+5% +$4.93K 0.01% 666
2018
Q1 		$94K Buy
1,010
+14
+1% +$1.27K 0.01% 739
2017
Q4 		$87K Sell
996
-359
-26% -$32K 0.01% 771
2017
Q3 		$120K Sell
1,355
-40
-3% -$3.39K 0.01% 636
2017
Q2 		$114K Hold
1,395
– – 0.01% 644
2017
Q1 		$97K Hold
1,395
– – 0.01% 614
2016
Q4 		$94K Sell
1,395
-133
-9% -$9.02K 0.01% 595
2016
Q3 		$112K Buy
1,528
+318
+26% +$22.5K 0.02% 538
2016
Q2 		$83K Sell
1,210
-38
-3% -$2.66K 0.01% 579
2016
Q1 		$89K Sell
1,248
-92
-7% -$6.22K 0.02% 547
2015
Q4 		$101K Buy
+1,340
New +$96.8K 0.02% 518

Other funds holding STE

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Steris (STE) in Q2 2019, closing a stake of 1,067 shares — an estimated $137K sold.

Wealthspire Advisors (Maryland) first reported a position in STE in Q4 2015 and held it in 14 quarters. The position peaked at $137K in Q1 2019. 458 funds tracked by Wall St. Rank hold STE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Steris position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,067 Steris shares in Q2 2019, an estimated $137K.
  • Wealthspire Advisors (Maryland) first reported a position in Steris in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Steris position peaked at $137K in Q1 2019.
  • 458 funds tracked by Wall St. Rank held Steris as of Q2 2019.

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