WAM
VISN

Wealthspire Advisors (Maryland)’s Vistance Networks Inc VISN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-223
Closed -$5K – 774
2019
Q1 		$5K Sell
223
-42
-16% -$883 ﹤0.01% 1807
2018
Q4 		$4K Sell
265
-847
-76% -$18K ﹤0.01% 1797
2018
Q3 		$34K Sell
1,112
-1,934
-63% -$59.3K ﹤0.01% 1096
2018
Q2 		$89K Sell
3,046
-1,444
-32% -$47.5K 0.01% 750
2018
Q1 		$179K Sell
4,490
-528
-11% -$20.6K 0.02% 513
2017
Q4 		$190K Buy
5,018
+40
+0.8% +$1.39K 0.02% 505
2017
Q3 		$165K Buy
4,978
+208
+4% +$7.11K 0.02% 543
2017
Q2 		$181K Buy
4,770
+2,064
+76% +$79.7K 0.02% 485
2017
Q1 		$113K Buy
2,706
+439
+19% +$16.9K 0.02% 558
2016
Q4 		$84K Buy
2,267
+549
+32% +$18.7K 0.01% 634
2016
Q3 		$52K Buy
1,718
+232
+16% +$7K 0.01% 763
2016
Q2 		$46K Sell
1,486
-1,004
-40% -$29.8K 0.01% 758
2016
Q1 		$70K Sell
2,490
-715
-22% -$17.4K 0.01% 617
2015
Q4 		$83K Buy
+3,205
New +$92.3K 0.02% 572

Other funds holding VISN

MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Vistance Networks Inc (VISN) in Q2 2019, closing a stake of 223 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in VISN in Q4 2015 and held it in 14 quarters. The position peaked at $190K in Q4 2017. 258 funds tracked by Wall St. Rank hold VISN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vistance Networks Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 223 Vistance Networks Inc shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Vistance Networks Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Vistance Networks Inc position peaked at $190K in Q4 2017.
  • 258 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q2 2019.

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