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Wealthspire Advisors (Maryland)’s Beyond Air XAIR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio XAIR Stock Details XAIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$52K Hold
25
– – ﹤0.01% 473
2020
Q2 		$73K Hold
25
– – 0.01% 436
2020
Q1 		$80K Hold
25
– – 0.01% 415
2019
Q4 		$52K Hold
25
– – ﹤0.01% 491
2019
Q3 		$46K Hold
25
– – ﹤0.01% 459
2019
Q2 		$56K Buy
+25
New +$53.2K ﹤0.01% 451

Other funds holding XAIR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XAIR Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) held its Beyond Air (XAIR) position steady in Q3 2020 at 25 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Wealthspire Advisors (Maryland) first reported a position in XAIR in Q2 2019 and has held it in 6 quarters since. The position peaked at $80K in Q1 2020. 37 funds tracked by Wall St. Rank hold XAIR as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 25 shares of Beyond Air worth $52K as of Q3 2020.
  • Wealthspire Advisors (Maryland) left its Beyond Air share count unchanged in Q3 2020.
  • Beyond Air made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #473 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Beyond Air in Q2 2019 and has held it in 6 quarters since.
  • Wealthspire Advisors (Maryland)'s Beyond Air position peaked at $80K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held Beyond Air as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.