Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BXP
Boston Properties Inc

Real Estate
Q1 2019 Filed on May 08, 2019
96
$109.15 - $135.67 $10.5K - $13K
HRB
H&R Block Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
598
$23.53 - $25.91 $14.1K - $15.5K
Blackstone Group L P
Q1 2019 Filed on May 08, 2019
600
N/A
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q1 2019 Filed on May 08, 2019
2,184
$20.71 - $22.81 $45.2K - $49.8K
Blackrock Muniyld Invst Qlty
Q1 2019 Filed on May 08, 2019
10
N/A
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2019 Filed on May 08, 2019
400
$20.8 - $22.34 $8.32K - $8.94K
BB
Blackberry LTD

Technology
Q1 2019 Filed on May 08, 2019
28
$6.88 - $10.09 $193 - $283
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
94
$31.3 - $43.43 $2.94K - $4.08K
Bt Group PLC
Q1 2019 Filed on May 08, 2019
925
N/A
California Res Corp
Q1 2019 Filed on May 08, 2019
2
N/A
CVE
Cenovus Energy Inc.

Energy
Q1 2019 Filed on May 08, 2019
574
$7.22 - $9.2 $4.14K - $5.28K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q1 2019 Filed on May 08, 2019
135
$37.68 - $43.6 $5.09K - $5.89K
CDK
Cdk Global, Inc.

Technology
Q1 2019 Filed on May 08, 2019
66
$47.57 - $58.82 $3.14K - $3.88K
Cbs Corp New
Q1 2019 Filed on May 08, 2019
184
N/A
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
8
$91.39 - $98.36 $731 - $787
CUK
Carnival PLC

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
82
$46.99 - $58.03 $3.85K - $4.76K
CNQ
Canadian Natural Resources LTD

Energy
Q1 2019 Filed on May 08, 2019
498
$24.74 - $28.59 $12.3K - $14.2K
Bhp Group PLC
Q1 2019 Filed on May 08, 2019
579
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
53
$116.9 - $143.14 $6.2K - $7.59K
Micro Focus International Pl
Q1 2019 Filed on May 08, 2019
14
N/A
Michael Kors Hldgs LTD
Q1 2019 Filed on May 08, 2019
57
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
99
$24.7 - $29.75 $2.45K - $2.95K
RYAAY
Ryanair Holdings PLC

Industrials
Q1 2019 Filed on May 08, 2019
95
$65.75 - $77.67 $6.25K - $7.38K
MFIN
Medallion Financial Corp

Financial Services
Q1 2019 Filed on May 08, 2019
1
$4.59 - $7.09 $4.59 - $7.09
MAT
Mattel Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
26
$9.27 - $17.07 $241 - $444
Scana Corp New
Q1 2019 Filed on May 08, 2019
334
N/A
Match Group Inc
Q1 2019 Filed on May 08, 2019
25
N/A
SEIC
Sei Investments CO

Financial Services
Q1 2019 Filed on May 08, 2019
46
$44.41 - $52.9 $2.04K - $2.43K
RY
Royal Bank Of Canada

Financial Services
Q1 2019 Filed on May 08, 2019
16
$68.63 - $78.47 $1.1K - $1.26K
RCI
Rogers Communications Inc

Communication Services
Q1 2019 Filed on May 08, 2019
280
$51.16 - $55.72 $14.3K - $15.6K
Red Hat Inc
Q1 2019 Filed on May 08, 2019
622
N/A
REG
Regency Centers Corp

Real Estate
Q1 2019 Filed on May 08, 2019
47
$56.81 - $68.05 $2.67K - $3.2K
Mobile Telesystems Pjsc
Q1 2019 Filed on May 08, 2019
37
N/A
RELX
Relx PLC

Communication Services
Q1 2019 Filed on May 08, 2019
1,063
$20.33 - $23.22 $21.6K - $24.7K
FRBK
Republic First Bancorp Inc

Financial Services
Q1 2019 Filed on May 08, 2019
100
$5.17 - $6.6 $517 - $660
REZI
Resideo Technologies, Inc.

Industrials
Q1 2019 Filed on May 08, 2019
60
$18.96 - $26.21 $1.14K - $1.57K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
146
$51.42 - $65.6 $7.51K - $9.58K
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
750
$16.14 - $16.98 $12.1K - $12.7K
RHI
Robert Half International Inc.

Industrials
Q1 2019 Filed on May 08, 2019
76
$52.9 - $68.27 $4.02K - $5.19K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2019 Filed on May 08, 2019
26
N/A
SHAK
Shake Shack Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
246
$43.81 - $59.15 $10.8K - $14.6K
SJR
Shaw Communications Inc

Communication Services
Q1 2019 Filed on May 08, 2019
69
$18.28 - $20.9 $1.26K - $1.44K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
183
$23.09 - $31.72 $4.23K - $5.8K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2019 Filed on May 08, 2019
2,505
$37.29 - $43.67 $93.4K - $109K
MAC
Macerich CO

Real Estate
Q1 2019 Filed on May 08, 2019
12
$42.0 - $46.51 $504 - $558
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2019 Filed on May 08, 2019
8,845
$19.69 - $22.72 $174K - $201K
Logmein Inc
Q1 2019 Filed on May 08, 2019
1
N/A
Suntrust Bks Inc
Q1 2019 Filed on May 08, 2019
537
N/A
LKQ
Lkq Corp

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
79
$22.91 - $29.01 $1.81K - $2.29K
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