WAM
TBI

Wealthspire Advisors (Maryland)’s Trueblue TBI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-12
Closed – – 1881
2019
Q1 		$0 Sell
12
-155
-93% -$3.62K ﹤0.01% 2593
2018
Q4 		$4K Buy
167
+143
+596% +$3.43K ﹤0.01% 1866
2018
Q3 		$1K Hold
24
– – ﹤0.01% 2328
2018
Q2 		$1K Hold
24
– – ﹤0.01% 2362
2018
Q1 		$1K Hold
24
– – ﹤0.01% 2398
2017
Q4 		$1K Buy
24
+12
+100% +$318 ﹤0.01% 2338
2017
Q3 		$0 Buy
+12
New +$271 ﹤0.01% 2460

Other funds holding TBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return