WANY
HOME

Wealthspire Advisors (New York)’s At Home Group Inc. HOME Stock Holding History

Wealthspire Advisors (New York)’s Portfolio HOME Stock Details HOME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-450
Closed -$8K – 883
2018
Q4 		$8K Buy
+450
New +$11.4K ﹤0.01% 575

Other funds holding HOME

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IP
Isomer Partners New York $74.3M AUM 23.95% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of At Home Group Inc. (HOME) in Q1 2019, closing a stake of 450 shares — an estimated $8K sold.

Wealthspire Advisors (New York) first reported a position in HOME in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 165 funds tracked by Wall St. Rank hold HOME as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining At Home Group Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 450 At Home Group Inc. shares in Q1 2019, an estimated $8K.
  • Wealthspire Advisors (New York) first reported a position in At Home Group Inc. in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s At Home Group Inc. position peaked at $8K in Q4 2018.
  • 165 funds tracked by Wall St. Rank held At Home Group Inc. as of Q1 2019.

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