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 – 786
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 $8.6B AUM 48.76% 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 $408B AUM 30.18% 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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.31B AUM 18.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return