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Wealthspire Advisors (Maryland)’s Varex Imaging VREX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VREX Stock Details VREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-213
Closed -$7K – 1999
2019
Q1 		$7K Buy
213
+40
+23% +$1.21K ﹤0.01% 1707
2018
Q4 		$4K Buy
173
+14
+9% +$356 ﹤0.01% 1875
2018
Q3 		$5K Sell
159
-18
-10% -$592 ﹤0.01% 1834
2018
Q2 		$7K Hold
177
– – ﹤0.01% 1681
2018
Q1 		$6K Sell
177
-378
-68% -$14.4K ﹤0.01% 1766
2017
Q4 		$22K Buy
555
+67
+14% +$2.41K ﹤0.01% 1302
2017
Q3 		$17K Buy
488
+11
+2% +$344 ﹤0.01% 1366
2017
Q2 		$16K Sell
477
-441
-48% -$15K ﹤0.01% 1351
2017
Q1 		$31K Buy
+918
New +$29K ﹤0.01% 948

Other funds holding VREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Varex Imaging (VREX) in Q2 2019, closing a stake of 213 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in VREX in Q1 2017 and held it in 9 quarters. The position peaked at $31K in Q1 2017. 234 funds tracked by Wall St. Rank hold VREX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Varex Imaging position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 213 Varex Imaging shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Varex Imaging in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Varex Imaging position peaked at $31K in Q1 2017.
  • 234 funds tracked by Wall St. Rank held Varex Imaging as of Q2 2019.

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