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 – – 1842
2019
Q1 		$0 Sell
12
-155
-93% -$3.62K ﹤0.01% 2589
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% 2448

Other funds holding TBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Trueblue (TBI) in Q2 2019, closing a stake of 12 shares.

Wealthspire Advisors (Maryland) first reported a position in TBI in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q4 2018. 185 funds tracked by Wall St. Rank hold TBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Trueblue position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Trueblue shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Trueblue in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Trueblue position peaked at $4K in Q4 2018.
  • 185 funds tracked by Wall St. Rank held Trueblue as of Q2 2019.

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