Wealthspire Advisors (Maryland)’s Versum Materials, Inc. VSM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VSM Stock Details VSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-650	Closed	-$33K	–	2449
2019 Q1	$33K	Buy	650 +402	+162%	+$16K	﹤0.01%	1074
2018 Q4	$7K	Sell	248 -86	-26%	-$2.72K	﹤0.01%	1628
2018 Q3	$12K	Hold	334	–	–	﹤0.01%	1470
2018 Q2	$12K	Buy	334 +64	+24%	+$2.44K	﹤0.01%	1480
2018 Q1	$10K	Hold	270	–	–	﹤0.01%	1590
2017 Q4	$10K	Sell	270 -86	-24%	-$3.35K	﹤0.01%	1604
2017 Q3	$14K	Buy	356 +167	+88%	+$5.97K	﹤0.01%	1458
2017 Q2	$6K	Buy	189 +10	+6%	+$312	﹤0.01%	1739
2017 Q1	$5K	Buy	179 +1	+0.6%	+$29	﹤0.01%	1543
2016 Q4	$5K	Buy	+178	New	+$4.43K	﹤0.01%	1402

Other funds holding VSM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Versum Materials, Inc. (VSM) in Q2 2019, closing a stake of 650 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in VSM in Q4 2016 and held it in 10 quarters. The position peaked at $33K in Q1 2019. 394 funds tracked by Wall St. Rank hold VSM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Versum Materials, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 650 Versum Materials, Inc. shares in Q2 2019, an estimated $33K.
Wealthspire Advisors (Maryland) first reported a position in Versum Materials, Inc. in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Versum Materials, Inc. position peaked at $33K in Q1 2019.
394 funds tracked by Wall St. Rank held Versum Materials, Inc. as of Q2 2019.

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