WANY
DNB

Wealthspire Advisors (New York)’s Dun & Bradstreet DNB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-200
Closed -$29K – 917
2018
Q4 		$29K Buy
+200
New +$28.5K ﹤0.01% 270

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Wealthspire Advisors (New York)'s DNB Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Dun & Bradstreet (DNB) in Q1 2019, closing a stake of 200 shares — an estimated $29K sold.

Wealthspire Advisors (New York) first reported a position in DNB in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 1 fund tracked by Wall St. Rank holds DNB as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Dun & Bradstreet position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 200 Dun & Bradstreet shares in Q1 2019, an estimated $29K.
  • Wealthspire Advisors (New York) first reported a position in Dun & Bradstreet in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dun & Bradstreet position peaked at $29K in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.