Wealthspire Advisors (New York)’s Partners Bancorp Common Stock PTRS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PTRS Stock Details PTRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-56,146	Closed	-$435K	–	664
2023 Q3	$435K	Hold	56,146	–	–	0.01%	415
2023 Q2	$348K	Hold	56,146	–	–	0.01%	437
2023 Q1	$440K	Hold	56,146	–	–	0.01%	374
2022 Q4	$497K	Hold	56,146	–	–	0.01%	367
2022 Q3	$499K	Hold	56,146	–	–	0.01%	334
2022 Q2	$507K	Buy	56,146 +11,319	+25%	+$102K	0.01%	313
2022 Q1	$413K	Hold	44,827	–	–	0.01%	301
2021 Q4	$439K	Hold	44,827	–	–	0.01%	346
2021 Q3	$371K	Buy	+44,827	New	+$383K	0.01%	416
2021 Q2	–	Sell	-45,305	Closed	-$331K	–	693
2021 Q1	$331K	Buy	+45,305	New	+$315K	0.01%	521

Wealthspire Advisors (New York)'s PTRS Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of Partners Bancorp Common Stock (PTRS) in Q4 2023, closing a stake of 56,146 shares — an estimated $435K sold.

Wealthspire Advisors (New York) first reported a position in PTRS in Q1 2021 and held it in 10 quarters. The position peaked at $507K in Q2 2022. 0 funds tracked by Wall St. Rank hold PTRS as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining Partners Bancorp Common Stock position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 56,146 Partners Bancorp Common Stock shares in Q4 2023, an estimated $435K.
Wealthspire Advisors (New York) first reported a position in Partners Bancorp Common Stock in Q1 2021 and held it in 10 quarters.
Wealthspire Advisors (New York)'s Partners Bancorp Common Stock position peaked at $507K in Q2 2022.
0 funds tracked by Wall St. Rank held Partners Bancorp Common Stock as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.