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Wealthspire Advisors (Maryland)’s Weibo WB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-161
Closed -$10K – 2022
2019
Q1 		$10K Sell
161
-439
-73% -$27.2K ﹤0.01% 1547
2018
Q4 		$35K Buy
600
+558
+1,329% +$33.8K ﹤0.01% 1001
2018
Q3 		$3K Hold
42
– – ﹤0.01% 2082
2018
Q2 		$4K Hold
42
– – ﹤0.01% 1915
2018
Q1 		$5K Hold
42
– – ﹤0.01% 1842
2017
Q4 		$4K Hold
42
– – ﹤0.01% 1930
2017
Q3 		$4K Sell
42
-67
-61% -$5.9K ﹤0.01% 1875
2017
Q2 		$7K Buy
+109
New +$7.07K ﹤0.01% 1672

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Weibo (WB) in Q2 2019, closing a stake of 161 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in WB in Q2 2017 and held it in 8 quarters. The position peaked at $35K in Q4 2018. 226 funds tracked by Wall St. Rank hold WB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Weibo position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 161 Weibo shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Weibo in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Weibo position peaked at $35K in Q4 2018.
  • 226 funds tracked by Wall St. Rank held Weibo as of Q2 2019.

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