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Wealthspire Advisors (Maryland)’s United Microelectronic UMC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$74K Buy
+15,487
New +$57.5K ﹤0.01% 470
2019
Q2 		– Sell
-670
Closed -$1K – 1950
2019
Q1 		$1K Buy
670
+320
+91% +$590 ﹤0.01% 2398
2018
Q4 		$1K Buy
350
+238
+213% +$457 ﹤0.01% 2345
2018
Q3 		$0 Hold
112
– – ﹤0.01% 2515
2018
Q2 		$0 Buy
+112
New +$306 ﹤0.01% 2583
2018
Q1 		– Sell
-225
Closed -$1K – 2646
2017
Q4 		$1K Buy
+225
New +$574 ﹤0.01% 2347
2017
Q3 		– Sell
-319
Closed -$1K – 2467
2017
Q2 		$1K Hold
319
– – ﹤0.01% 2124
2017
Q1 		$1K Buy
+319
New +$606 ﹤0.01% 1845

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AG
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Acadian Asset Management
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PPA
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LP
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return