Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2022 Filed on Aug 09, 2022
2,968
$57.22 - $72.03 $170K - $214K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q2 2022 Filed on Aug 09, 2022
905
$232.1 - $292.26 $210K - $264K
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 09, 2022
2,100
$20.92 - $132.96 $43.9K - $279K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 09, 2022
24,645
$11.54 - $14.46 $284K - $356K
Therapeuticsmd Inc
Q2 2022 Filed on Aug 09, 2022
109,984
N/A
DBD
Diebold Nixdorf, Inc

Technology
Q2 2022 Filed on Aug 09, 2022
10,000
$2.27 - $6.82 $22.7K - $68.2K
SWN
Southwestern Energy CO

Energy
Q2 2022 Filed on Aug 09, 2022
30,000
$6.25 - $9.64 $188K - $289K
OHI
Omega Healthcare Investors Inc

Real Estate
Q2 2022 Filed on Aug 09, 2022
15,397
$25.13 - $31.77 $387K - $489K
VGSH
Vanguard

ETFs
Q2 2022 Filed on Aug 09, 2022
43,665
$58.29 - $59.37 $2.55M - $2.59M
GRAB
Grab Holdings LTD

Technology
Q2 2022 Filed on Aug 09, 2022
75,278
$2.32 - $3.92 $175K - $295K
HOOD
Robinhood Markets, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
25,806
$6.89 - $13.83 $178K - $357K
URE
Proshares Ultra Real Estate

ETFs
Q2 2022 Filed on Aug 09, 2022
2,324
$63.63 - $107.68 $148K - $250K
Howard Bancorp Inc
Q1 2022 Filed on May 09, 2022
9,949
N/A
VMW
Vmware, Inc.

Technology
Q1 2022 Filed on May 09, 2022
3,697
$108.69 - $135.87 $402K - $502K
TRGP
Targa Resources Corp.

Energy
Q1 2022 Filed on May 09, 2022
8,507
$53.24 - $76.25 $453K - $649K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
4,884
$44.77 - $54.33 $219K - $265K
ENTG
Entegris Inc

Technology
Q1 2022 Filed on May 09, 2022
1,623
$109.73 - $140.83 $178K - $229K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q1 2022 Filed on May 09, 2022
2,310
$94.42 - $114.54 $218K - $265K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
1,913
$114.5 - $173.1 $219K - $331K
Xilinx Inc
Q1 2022 Filed on May 09, 2022
1,426
N/A
IGOV
Ishares 1 3 International Trea

ETFs
Q1 2022 Filed on May 09, 2022
4,777
$45.96 - $50.38 $220K - $241K
FCN
Fti Consulting, Inc

Industrials
Q1 2022 Filed on May 09, 2022
1,615
$137.31 - $158.09 $222K - $255K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 09, 2022
2,991
$68.8 - $83.58 $206K - $250K
COTY
Coty Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
28,168
$7.35 - $10.66 $207K - $300K
MRO
Marathon Oil Corp

Energy
Q1 2022 Filed on May 09, 2022
14,767
$16.87 - $26.04 $249K - $385K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on May 09, 2022
1,385
$128.19 - $163.16 $178K - $226K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on May 09, 2022
627
$290.82 - $379.87 $182K - $238K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 09, 2022
7,039
$44.64 - $55.71 $314K - $392K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 09, 2022
2,818
$65.14 - $88.0 $184K - $248K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 09, 2022
8,411
N/A
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 09, 2022
812
$216.12 - $261.47 $175K - $212K
Cerner Corp
Q1 2022 Filed on May 09, 2022
4,204
N/A
QLYS
Qualys, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,937
$111.19 - $143.93 $215K - $279K
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on May 09, 2022
2,507
$126.42 - $164.13 $317K - $411K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 09, 2022
16,805
$25.45 - $30.25 $428K - $508K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
5,446
$32.42 - $42.66 $177K - $232K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2022 Filed on May 09, 2022
4,726
$49.07 - $54.16 $232K - $256K
OMC
Omnicom Group Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
4,940
$73.29 - $90.12 $362K - $445K
SCCO
Southern Copper Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
5,979
$61.41 - $77.66 $367K - $464K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2022 Filed on May 09, 2022
18,322
$50.35 - $50.74 $923K - $930K
CNC
Centene Corp

Healthcare
Q1 2022 Filed on May 09, 2022
3,054
$75.34 - $87.98 $230K - $269K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 09, 2022
596
$271.48 - $348.23 $162K - $208K
MREO
Mereo Biopharma Group PLC

Healthcare
Q1 2022 Filed on May 09, 2022
19,276
$1.04 - $1.7 $20K - $32.8K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,199
$132.87 - $168.87 $159K - $202K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 09, 2022
6,789
$41.96 - $50.45 $285K - $343K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
Q1 2022 Filed on May 09, 2022
20,000
$12.87 - $15.15 $257K - $303K
WSO
Watsco Inc

Industrials
Q1 2022 Filed on May 09, 2022
792
$256.28 - $311.32 $203K - $247K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 09, 2022
29,468
$6.79 - $8.11 $200K - $239K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 09, 2022
619
$378.09 - $648.05 $234K - $401K
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