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Wealthspire Advisors (New York)’s Tiptree Inc TIPT Stock Holding History

Wealthspire Advisors (New York)’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,100
Closed -$12K – 712
2018
Q4 		$12K Buy
+2,100
New +$12.1K ﹤0.01% 464

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Tiptree Inc (TIPT) in Q1 2019, closing a stake of 2,100 shares — an estimated $12K sold.

Wealthspire Advisors (New York) first reported a position in TIPT in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 55 funds tracked by Wall St. Rank hold TIPT as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Tiptree Inc position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,100 Tiptree Inc shares in Q1 2019, an estimated $12K.
  • Wealthspire Advisors (New York) first reported a position in Tiptree Inc in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Tiptree Inc position peaked at $12K in Q4 2018.
  • 55 funds tracked by Wall St. Rank held Tiptree Inc as of Q1 2019.

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