WAM
SYT

Wealthspire Advisors (Maryland)’s Syngenta Ag SYT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SYT Stock Details SYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-110
Closed -$10K – 2749
2017
Q4 		$10K Sell
110
-30
-21% -$2.77K ﹤0.01% 1609
2017
Q3 		$13K Hold
140
– – ﹤0.01% 1489
2017
Q2 		$13K Hold
140
– – ﹤0.01% 1449
2017
Q1 		$12K Buy
+140
New +$12K ﹤0.01% 1286
2016
Q2 		– Sell
-88
Closed -$7K – 1880
2016
Q1 		$7K Hold
88
– – ﹤0.01% 1277
2015
Q4 		$7K Buy
+88
New +$6.29K ﹤0.01% 1291

Other funds holding SYT

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SYT Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Syngenta Ag (SYT) in Q1 2018, closing a stake of 110 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in SYT in Q4 2015 and held it in 6 quarters. The position peaked at $13K in Q3 2017. 2 funds tracked by Wall St. Rank hold SYT as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Syngenta Ag position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 110 Syngenta Ag shares in Q1 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Syngenta Ag in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Syngenta Ag position peaked at $13K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Syngenta Ag as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.