Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2019 Filed on May 08, 2019
1,166
$55.2 - $61.69 $64.4K - $71.9K
IOO
Ishares Tr Global 100 ETF

ETFs
Q1 2019 Filed on May 08, 2019
272
N/A
IMO
Imperial Oil LTD

Energy
Q1 2019 Filed on May 08, 2019
25
$25.26 - $28.49 $632 - $712
IMGN
Immuno Gen, Inc.

Healthcare
Q1 2019 Filed on May 08, 2019
17
$2.41 - $5.91 $41 - $100
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2019 Filed on May 08, 2019
28
$188.84 - $220.83 $5.29K - $6.18K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q1 2019 Filed on May 08, 2019
1,905
$21.95 - $22.88 $41.8K - $43.6K
Halcon Res Corp
Q1 2019 Filed on May 08, 2019
100
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
101
$12.52 - $19.14 $1.26K - $1.93K
Harris Corp Del
Q1 2019 Filed on May 08, 2019
63
N/A
Hcp Inc
Q1 2019 Filed on May 08, 2019
655
N/A
HCSG
Healthcare Services Group Inc

Healthcare
Q1 2019 Filed on May 08, 2019
600
$30.91 - $44.09 $18.5K - $26.5K
HP
Helmerich & Payne, Inc.

Energy
Q1 2019 Filed on May 08, 2019
92
$48.05 - $58.05 $4.42K - $5.34K
JKHY
Henry Jack & Associates Inc

Technology
Q1 2019 Filed on May 08, 2019
23
$121.23 - $138.74 $2.79K - $3.19K
Hollyfrontier Corp
Q1 2019 Filed on May 08, 2019
7
N/A
HOLX
Hologic Inc

Healthcare
Q1 2019 Filed on May 08, 2019
15
$38.28 - $48.4 $574 - $726
HMC
Honda Motor CO LTD

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
42
$26.12 - $30.07 $1.1K - $1.26K
Hsbc Hldgs PLC
Q1 2019 Filed on May 08, 2019
55
N/A
HTHT
Huazhu Group LTD

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
8
$27.39 - $42.14 $219 - $337
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2019 Filed on May 08, 2019
16
$90.89 - $113.81 $1.45K - $1.82K
Israel Chemicals LTD
Q1 2019 Filed on May 08, 2019
140
N/A
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
JHX
James Hardie Industries PLC

Basic Materials
Q1 2019 Filed on May 08, 2019
259
$10.7 - $13.24 $2.77K - $3.43K
LGFB
Lions Gate Entmt Corp Cl B Non
Q1 2019 Filed on May 08, 2019
4
N/A
LYV
Live Nation Entertainment, Inc.

Communication Services
Q1 2019 Filed on May 08, 2019
18
$47.69 - $64.28 $858 - $1.16K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
79
$22.91 - $29.01 $1.81K - $2.29K
Logmein Inc
Q1 2019 Filed on May 08, 2019
1
N/A
MAC
Macerich CO

Real Estate
Q1 2019 Filed on May 08, 2019
12
$42.0 - $46.51 $504 - $558
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2019 Filed on May 08, 2019
2,505
$37.29 - $43.67 $93.4K - $109K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
183
$23.09 - $31.72 $4.23K - $5.8K
MGIC
Magic Software Enterprises LTD

Technology
Q1 2019 Filed on May 08, 2019
100
$7.67 - $9.15 $767 - $915
MGA
Magna International Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
162
$44.18 - $54.44 $7.16K - $8.82K
Match Group Inc
Q1 2019 Filed on May 08, 2019
25
N/A
MAT
Mattel Inc

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
26
$9.27 - $17.07 $241 - $444
MFIN
Medallion Financial Corp

Financial Services
Q1 2019 Filed on May 08, 2019
1
$4.59 - $7.09 $4.59 - $7.09
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
99
$24.7 - $29.75 $2.45K - $2.95K
Michael Kors Hldgs LTD
Q1 2019 Filed on May 08, 2019
57
N/A
Micro Focus International Pl
Q1 2019 Filed on May 08, 2019
14
N/A
Line Corp
Q1 2019 Filed on May 08, 2019
26
N/A
BATRK
Liberty Media Corp Del

Communication Services
Q1 2019 Filed on May 08, 2019
1
N/A
FWONA
Liberty Media Corp

Communication Services
Q1 2019 Filed on May 08, 2019
1
$29.68 - $34.35 $29.7 - $34.4
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2019 Filed on May 08, 2019
876
N/A
JNPR
Juniper Networks Inc

Technology
Q1 2019 Filed on May 08, 2019
102
$25.69 - $28.38 $2.62K - $2.89K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
148
$17.27 - $20.63 $2.56K - $3.05K
KB
Kb Financial Group Inc.

Financial Services
Q1 2019 Filed on May 08, 2019
224
$36.15 - $43.47 $8.1K - $9.74K
KIM
Kimco Realty Corp

Real Estate
Q1 2019 Filed on May 08, 2019
386
$14.55 - $18.64 $5.62K - $7.2K
KGC
Kinross Gold Corp

Basic Materials
Q1 2019 Filed on May 08, 2019
764
$3.1 - $3.8 $2.37K - $2.9K
KSS
Kohls Corp

Consumer Cyclical
Q1 2019 Filed on May 08, 2019
133
$64.37 - $71.33 $8.56K - $9.49K
KEP
Korea Electric Power Corp

Utilities
Q1 2019 Filed on May 08, 2019
113
$13.01 - $15.75 $1.47K - $1.78K
KT
Kt Corp

Communication Services
Q1 2019 Filed on May 08, 2019
80
$12.44 - $14.67 $995 - $1.17K
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email