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Wealthspire Advisors (New York)’s Definitive Healthcare DH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,000
Closed -$605K – 599
2023
Q2 		$605K Hold
55,000
– – 0.01% 329
2023
Q1 		$568K Buy
+55,000
New +$648K 0.01% 334

Other funds holding DH

AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s DH Position: Q3 2023 in Review

Wealthspire Advisors (New York) sold out of Definitive Healthcare (DH) in Q3 2023, closing a stake of 55,000 shares — an estimated $605K sold.

Wealthspire Advisors (New York) first reported a position in DH in Q1 2023 and held it in 2 quarters. The position peaked at $605K in Q2 2023. 134 funds tracked by Wall St. Rank hold DH as of Q3 2023.

  • Wealthspire Advisors (New York) reported no remaining Definitive Healthcare position as of Q3 2023 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 55,000 Definitive Healthcare shares in Q3 2023, an estimated $605K.
  • Wealthspire Advisors (New York) first reported a position in Definitive Healthcare in Q1 2023 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Definitive Healthcare position peaked at $605K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2023, filed 6 Nov 2023.