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Wealthspire Advisors (Maryland)’s Westwood Holdings Group WHG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-135
Closed -$5K – 2038
2019
Q1 		$5K Hold
135
– – ﹤0.01% 1856
2018
Q4 		$5K Buy
+135
New +$5.54K ﹤0.01% 1761

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

Wealthspire Advisors (Maryland) sold out of Westwood Holdings Group (WHG) in Q2 2019, closing a stake of 135 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in WHG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 90 funds tracked by Wall St. Rank hold WHG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Westwood Holdings Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 135 Westwood Holdings Group shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Westwood Holdings Group in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Westwood Holdings Group position peaked at $5K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2019.

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