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Wealthspire Advisors (Maryland)’s V2X VVX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-13
Closed – – 2015
2019
Q1 		$0 Sell
13
-3
-19% -$78 ﹤0.01% 2606
2018
Q4 		$0 Hold
16
– – ﹤0.01% 2576
2018
Q3 		$0 Hold
16
– – ﹤0.01% 2524
2018
Q2 		$0 Hold
16
– – ﹤0.01% 2593
2018
Q1 		$1K Sell
16
-1
-6% -$32 ﹤0.01% 2412
2017
Q4 		$1K Buy
17
+3
+21% +$96 ﹤0.01% 2350
2017
Q3 		$0 Hold
14
– – ﹤0.01% 2478
2017
Q2 		$0 Hold
14
– – ﹤0.01% 2286
2017
Q1 		$0 Sell
14
-12
-46% -$275 ﹤0.01% 2023
2016
Q4 		$1K Sell
26
-40
-61% -$813 ﹤0.01% 1686
2016
Q3 		$1K Hold
66
– – ﹤0.01% 1666
2016
Q2 		$2K Hold
66
– – ﹤0.01% 1541
2016
Q1 		$2K Buy
66
+11
+20% +$218 ﹤0.01% 1566
2015
Q4 		$1K Buy
+55
New +$1.28K ﹤0.01% 1660

Other funds holding VVX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of V2X (VVX) in Q2 2019, closing a stake of 13 shares.

Wealthspire Advisors (Maryland) first reported a position in VVX in Q4 2015 and held it in 14 quarters. The position peaked at $2K in Q2 2016. 167 funds tracked by Wall St. Rank hold VVX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining V2X position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 V2X shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in V2X in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s V2X position peaked at $2K in Q2 2016.
  • 167 funds tracked by Wall St. Rank held V2X as of Q2 2019.

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