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 – 1851
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 $5.7T AUM 30.48% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return