WAM
ZEUS

Wealthspire Advisors (Maryland)’s Olympic Steel ZEUS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-59
Closed -$1K – 2100
2019
Q1 		$1K Hold
59
– – ﹤0.01% 2406
2018
Q4 		$1K Sell
59
-6
-9% -$109 ﹤0.01% 2351
2018
Q3 		$1K Hold
65
– – ﹤0.01% 2336
2018
Q2 		$1K Hold
65
– – ﹤0.01% 2378
2018
Q1 		$1K Hold
65
– – ﹤0.01% 2418
2017
Q4 		$1K Buy
65
+59
+983% +$1.2K ﹤0.01% 2357
2017
Q3 		$0 Buy
+6
New +$110 ﹤0.01% 2488

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Olympic Steel (ZEUS) in Q2 2019, closing a stake of 59 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ZEUS in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 104 funds tracked by Wall St. Rank hold ZEUS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Olympic Steel position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 59 Olympic Steel shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Olympic Steel in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Olympic Steel position peaked at $1K in Q1 2019.
  • 104 funds tracked by Wall St. Rank held Olympic Steel as of Q2 2019.

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