Wealthspire Advisors (New York)’s Sandy Spring Bancorp Inc SASR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-26,872	Closed	-$655K	–	772
2024 Q2	$655K	Sell	26,872 -281	-1%	-$6.24K	0.01%	376
2024 Q1	$629K	Buy	27,153 +108	+0.4%	+$2.54K	0.01%	387
2023 Q4	$737K	Buy	27,045 +115	+0.4%	+$2.6K	0.01%	362
2023 Q3	$577K	Buy	26,930 +301	+1%	+$6.88K	0.01%	366
2023 Q2	$604K	Buy	26,629 +938	+4%	+$21.5K	0.01%	330
2023 Q1	$667K	Sell	25,691 -1,841	-7%	-$59.2K	0.01%	312
2022 Q4	$970K	Buy	27,532 +282	+1%	+$9.89K	0.02%	267
2022 Q3	$961K	Buy	27,250 +6,739	+33%	+$266K	0.02%	232
2022 Q2	$801K	Buy	20,511 +617	+3%	+$25.2K	0.02%	241
2022 Q1	$894K	Sell	19,894 -6,662	-25%	-$314K	0.02%	200
2021 Q4	$1.28M	Sell	26,556 -4,888	-16%	-$237K	0.03%	197
2021 Q3	$1.44M	Buy	31,444 +22,604	+256%	+$968K	0.03%	205
2021 Q2	$390K	Sell	8,840 -21,161	-71%	-$959K	0.01%	256
2021 Q1	$1.3M	Buy	30,001 +22,271	+288%	+$847K	0.03%	221
2020 Q4	$249K	Buy	+7,730	New	+$221K	0.01%	497
2020 Q2	–	Sell	-9,753	Closed	-$221K	–	545
2020 Q1	$221K	Buy	+9,753	New	+$311K	0.01%	459

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (New York)'s SASR Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2024, closing a stake of 26,872 shares — an estimated $655K sold.

Wealthspire Advisors (New York) first reported a position in SASR in Q1 2020 and held it in 16 quarters. The position peaked at $1.44M in Q3 2021. 210 funds tracked by Wall St. Rank hold SASR as of Q3 2024.

Wealthspire Advisors (New York) reported no remaining Sandy Spring Bancorp Inc position as of Q3 2024 after selling out during the quarter.
Wealthspire Advisors (New York) sold 26,872 Sandy Spring Bancorp Inc shares in Q3 2024, an estimated $655K.
Wealthspire Advisors (New York) first reported a position in Sandy Spring Bancorp Inc in Q1 2020 and held it in 16 quarters.
Wealthspire Advisors (New York)'s Sandy Spring Bancorp Inc position peaked at $1.44M in Q3 2021.
210 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.