WAM
VAR

Wealthspire Advisors (Maryland)’s Varian Medical Systems, Inc. VAR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VAR Stock Details VAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$349K Buy
2,029
+119
+6% +$18.7K 0.01% 328
2020
Q2 		$234K Sell
1,910
-514
-21% -$59.5K 0.02% 388
2020
Q1 		$249K Sell
2,424
-201
-8% -$26.5K 0.02% 342
2019
Q4 		$373K Buy
2,625
+103
+4% +$13.1K 0.03% 325
2019
Q3 		$300K Sell
2,522
-73
-3% -$8.69K 0.02% 348
2019
Q2 		$353K Sell
2,595
-219
-8% -$29.3K 0.03% 316
2019
Q1 		$399K Sell
2,814
-98
-3% -$12.9K 0.03% 293
2018
Q4 		$330K Sell
2,912
-47
-2% -$5.37K 0.03% 304
2018
Q3 		$331K Sell
2,959
-193
-6% -$21.8K 0.03% 334
2018
Q2 		$358K Sell
3,152
-456
-13% -$54.6K 0.03% 312
2018
Q1 		$442K Sell
3,608
-626
-15% -$74.6K 0.04% 272
2017
Q4 		$471K Sell
4,234
-286
-6% -$30.7K 0.05% 263
2017
Q3 		$452K Sell
4,520
-269
-6% -$27.6K 0.05% 256
2017
Q2 		$494K Sell
4,789
-129
-3% -$12.4K 0.06% 230
2017
Q1 		$448K Sell
4,918
-627
-11% -$52.3K 0.06% 205
2016
Q4 		$436K Sell
5,545
-248
-4% -$20.1K 0.07% 200
2016
Q3 		$506K Buy
5,793
+1,691
+41% +$138K 0.08% 170
2016
Q2 		$296K Buy
4,102
+295
+8% +$21.4K 0.05% 257
2016
Q1 		$267K Sell
3,807
-27
-0.7% -$1.83K 0.05% 281
2015
Q4 		$272K Buy
+3,834
New +$265K 0.05% 278

Other funds holding VAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VAR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Varian Medical Systems, Inc. (VAR) stake by 6.2% in Q3 2020, buying an estimated $18.7K and bringing the position to 2,029 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #328.

Wealthspire Advisors (Maryland) first reported a position in VAR in Q4 2015 and has held it in 20 quarters since. The position peaked at $506K in Q3 2016. 642 funds tracked by Wall St. Rank hold VAR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,029 shares of Varian Medical Systems, Inc. worth $349K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 119 Varian Medical Systems, Inc. shares in Q3 2020, an estimated $18.7K.
  • Varian Medical Systems, Inc. made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #328 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Varian Medical Systems, Inc. in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Varian Medical Systems, Inc. position peaked at $506K in Q3 2016.
  • 642 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.