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Wealthspire Advisors (New York)’s Weibo WB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10
Closed -$1K – 787
2018
Q4 		$1K Buy
+10
New +$605 ﹤0.01% 848

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
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PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Weibo (WB) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in WB in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 240 funds tracked by Wall St. Rank hold WB as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Weibo position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 10 Weibo shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Weibo in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Weibo position peaked at $1K in Q4 2018.
  • 240 funds tracked by Wall St. Rank held Weibo as of Q1 2019.

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