WAM
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Wealthspire Advisors (Maryland)’s Zillow Z Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-122
Closed -$4K – 2141
2019
Q1 		$4K Sell
122
-50
-29% -$1.78K ﹤0.01% 1942
2018
Q4 		$5K Buy
172
+118
+219% +$4.19K ﹤0.01% 1765
2018
Q3 		$2K Buy
54
+2
+4% +$104 ﹤0.01% 2211
2018
Q2 		$3K Sell
52
-53
-50% -$2.94K ﹤0.01% 2069
2018
Q1 		$6K Buy
105
+56
+114% +$2.7K ﹤0.01% 1770
2017
Q4 		$2K Buy
49
+18
+58% +$740 ﹤0.01% 2184
2017
Q3 		$1K Buy
31
+9
+41% +$380 ﹤0.01% 2163
2017
Q2 		$1K Hold
22
– – ﹤0.01% 2134
2017
Q1 		$1K Buy
+22
New +$784 ﹤0.01% 1856

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Vanguard Group
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BlackRock
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SIM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NAMA
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TCMI
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TCMV
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