Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PBA
Pembina Pipeline Corp

Energy
Q1 2019 Filed on May 08, 2019
245
$30.37 - $37.64 $7.44K - $9.22K
PNR
Pentair PLC

Industrials
Q1 2019 Filed on May 08, 2019
93
$36.64 - $44.51 $3.41K - $4.14K
NGG
National Grid PLC

Utilities
Q1 2019 Filed on May 08, 2019
201
$48.75 - $58.93 $9.8K - $11.8K
PRGO
Perrigo CO PLC

Healthcare
Q1 2019 Filed on May 08, 2019
10
$39.87 - $50.22 $399 - $502
Perspecta Inc
Q1 2019 Filed on May 08, 2019
23
N/A
PTR
Petrochina CO LTD

Energy
Q1 2019 Filed on May 08, 2019
77
$60.91 - $68.6 $4.69K - $5.28K
PBRA
Petroleo Bras Ads (Ea Reptg 2
Q1 2019 Filed on May 08, 2019
56
N/A
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2019 Filed on May 08, 2019
945
$14.01 - $17.63 $13.2K - $16.7K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2019 Filed on May 08, 2019
154
$57.09 - $66.61 $8.79K - $10.3K
VEEV
Veeva Systems Inc

Healthcare
Q1 2019 Filed on May 08, 2019
10
$84.89 - $128.62 $849 - $1.29K
W
Wayfair Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
7
$84.58 - $171.57 $592 - $1.2K
Weatherford Intl PLC
Q1 2019 Filed on May 08, 2019
15
N/A
WB
Weibo Corp

Communication Services
Q1 2019 Filed on May 08, 2019
10
$52.2 - $74.25 $522 - $743
Weingarten Rlty Invs
Q1 2019 Filed on May 08, 2019
741
N/A
Wellcare Health Plans Inc
Q1 2019 Filed on May 08, 2019
6
N/A
WDC
Western Digital Corp

Technology
Q1 2019 Filed on May 08, 2019
266
$35.65 - $52.61 $9.48K - $14K
WBK
Westpac Banking Corporation

Financial Services
Q1 2019 Filed on May 08, 2019
1,133
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2019 Filed on May 08, 2019
241
$18.85 - $25.11 $4.54K - $6.05K
WAT
Waters Corp

Healthcare
Q1 2019 Filed on May 08, 2019
50
$176.34 - $251.71 $8.82K - $12.6K
WCN
Waste Connections, Inc.

Industrials
Q1 2019 Filed on May 08, 2019
82
$73.3 - $88.73 $6.01K - $7.28K
KB
Kb Financial Group Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
224
$36.15 - $43.47 $8.1K - $9.74K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
148
$17.27 - $20.63 $2.56K - $3.05K
JNPR
Juniper Networks Inc

Technology
Q1 2019 Filed on May 08, 2019
102
$25.69 - $28.38 $2.62K - $2.89K
VET
Vermilion Energy Inc.

Energy
Q1 2019 Filed on May 08, 2019
10
$21.78 - $26.56 $218 - $266
Viacom Inc New
Q1 2019 Filed on May 08, 2019
167
N/A
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
45
$5.28 - $8.03 $238 - $361
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on May 08, 2019
876
N/A
JHX
James Hardie Industries PLC

Basic Materials
Q1 2019 Filed on May 08, 2019
259
$10.7 - $13.24 $2.77K - $3.43K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q1 2019 Filed on May 08, 2019
2,545
$6.88 - $8.89 $17.5K - $22.6K
Israel Chemicals LTD
Q1 2019 Filed on May 08, 2019
140
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2019 Filed on May 08, 2019
272
N/A
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2019 Filed on May 08, 2019
1,166
$55.2 - $61.69 $64.4K - $71.9K
IXP
Ishares Global Comm Services E

ETFs
Q1 2019 Filed on May 08, 2019
200
$50.16 - $57.14 $10K - $11.4K
XYL
Xylem Inc.

Industrials
Q1 2019 Filed on May 08, 2019
71
$64.23 - $79.25 $4.56K - $5.63K
Yandex N V
Q1 2019 Filed on May 08, 2019
46
N/A
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
277
$32.88 - $44.91 $9.11K - $12.4K
Yy Inc
Q1 2019 Filed on May 08, 2019
5
N/A
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q1 2019 Filed on May 08, 2019
500
$21.69 - $24.12 $10.8K - $12.1K
IPGP
Ipg Photonics Corp

Technology
Q1 2019 Filed on May 08, 2019
9
$108.6 - $161.18 $977 - $1.45K
PWZ
Invesco California Amt Free Mu

ETFs
Q1 2019 Filed on May 08, 2019
430
$25.62 - $26.39 $11K - $11.3K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 08, 2019
1,400
$24.27 - $27.66 $34K - $38.7K
Xerox Corp
Q1 2019 Filed on May 08, 2019
16
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
71
$103.39 - $131.75 $7.34K - $9.35K
Wisdomtree Continuous Commod
Q1 2019 Filed on May 08, 2019
5,875
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q1 2019 Filed on May 08, 2019
2,568
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2019 Filed on May 08, 2019
200
N/A
Woori Bk
Q1 2019 Filed on May 08, 2019
29
N/A
INT
World Fuel Services Corp

Energy
Q1 2019 Filed on May 08, 2019
287
$21.27 - $30.58 $6.1K - $8.78K
Worldpay Inc
Q1 2019 Filed on May 08, 2019
29
N/A
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