Wealthspire Advisors (New York)
SAFM

Wealthspire Advisors (New York)’s Sanderson Farms Inc SAFM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SAFM Stock Details SAFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,475
Closed -$386K – 703
2021
Q1 		$386K Buy
2,475
+13
+0.5% +$1.92K 0.01% 471
2020
Q4 		$325K Buy
+2,462
New +$325K 0.01% 417

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NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
T. Rowe Price Associates
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wealthspire Advisors (New York)'s SAFM Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Sanderson Farms Inc (SAFM) in Q2 2021, closing a stake of 2,475 shares — an estimated $386K sold.

Wealthspire Advisors (New York) first reported a position in SAFM in Q4 2020 and held it in 2 quarters. The position peaked at $386K in Q1 2021. 283 funds tracked by Wall St. Rank hold SAFM as of Q2 2021.

  • Wealthspire Advisors (New York) reported no remaining Sanderson Farms Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,475 Sanderson Farms Inc shares in Q2 2021, an estimated $386K.
  • Wealthspire Advisors (New York) first reported a position in Sanderson Farms Inc in Q4 2020 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Sanderson Farms Inc position peaked at $386K in Q1 2021.
  • 283 funds tracked by Wall St. Rank held Sanderson Farms Inc as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.