Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
2,995
$44.42 - $77.34 $133K - $232K
TWLO
Twilio Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,126
$248.17 - $369.23 $279K - $416K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
14,913
$15.2 - $35.51 $227K - $530K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
4,600
$44.68 - $49.0 $206K - $225K
STCN
Steel Connect, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
65,000
$1.31 - $2.4 $85.2K - $156K
PKI
Perkinelmer Inc

Healthcare
Q4 2021 Filed on Feb 14, 2022
3,098
$166.66 - $201.06 $516K - $623K
IAA
Iaa, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
6,821
$47.35 - $60.83 $323K - $415K
PSCT
Invesco S&P Smallcap Informati

ETFs
Q4 2021 Filed on Feb 14, 2022
1,435
$138.0 - $156.0 $198K - $224K
TRI
Thomson Reuters Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
1,970
$109.42 - $123.35 $216K - $243K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 14, 2022
10,000
$29.58 - $35.1 $296K - $351K
Kadmon Hldgs Inc
Q4 2021 Filed on Feb 14, 2022
389,000
N/A
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
14,348
$6.01 - $8.8 $86.2K - $126K
ADAP
Adaptimmune Therapeutics PLC

Healthcare
Q4 2021 Filed on Feb 14, 2022
11,750
$3.5 - $5.68 $41.1K - $66.7K
Osi ETF Tr
Q4 2021 Filed on Feb 14, 2022
64,000
N/A
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
2,619
$50.37 - $80.29 $132K - $210K
CHCI
Comstock Holding Companies, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
12,000
$4.77 - $6.46 $57.2K - $77.5K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
5,900
$39.27 - $72.94 $232K - $430K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
32,000
$18.76 - $19.35 $600K - $619K
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q3 2021 Filed on Nov 15, 2021
48,369
$19.68 - $22.51 $952K - $1.09M
AMWL
American Well Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
22,620
$9.0 - $12.62 $204K - $285K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
2,363
$73.87 - $92.86 $175K - $219K
PRVB
Provention Bio, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
28,200
$5.66 - $8.33 $160K - $235K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,080
$65.67 - $112.75 $137K - $235K
NIC
Nicolet Bankshares Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
4,205
$68.55 - $78.15 $288K - $329K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
2,915
$65.61 - $75.33 $191K - $220K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q3 2021 Filed on Nov 15, 2021
2,972
$70.21 - $78.88 $209K - $234K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
27,531
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
5,798
$117.01 - $138.8 $678K - $805K
BNL
Broadstone Net Lease, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
50,000
$23.63 - $27.91 $1.18M - $1.4M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
13,000
$30.01 - $33.05 $390K - $430K
MPLN
Multi Plan Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
151,332
$5.54 - $9.34 $838K - $1.41M
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Aug 13, 2021
3,017
$132.51 - $145.38 $400K - $439K
BEN
Franklin Resources Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
8,231
$28.67 - $35.74 $236K - $294K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,185
$132.71 - $192.38 $157K - $228K
FNV
Franco Nevada Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
1,640
$129.91 - $154.82 $213K - $254K
FTV
Fortive Corp

Technology
Q2 2021 Filed on Aug 13, 2021
3,092
$68.38 - $74.86 $211K - $231K
CVET
Covetrus, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
7,377
$25.24 - $30.86 $186K - $228K
HAL
Halliburton CO

Energy
Q2 2021 Filed on Aug 13, 2021
16,539
$19.06 - $24.72 $315K - $409K
Gold Tr
Q2 2021 Filed on Aug 13, 2021
52,071
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Aug 13, 2021
12,753
$14.45 - $16.54 $184K - $211K
HES
Hess Corp

Energy
Q2 2021 Filed on Aug 13, 2021
3,225
$67.02 - $90.66 $216K - $292K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,808
$186.15 - $215.87 $523K - $606K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
16,825
$13.27 - $16.48 $223K - $277K
IBN
Icici Bank LTD

Financial Services
Q2 2021 Filed on Aug 13, 2021
15,347
$14.37 - $18.17 $221K - $279K
Ihs Markit LTD
Q2 2021 Filed on Aug 13, 2021
2,901
N/A
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
7,124
$91.03 - $99.99 $648K - $712K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,129
$39.96 - $51.96 $205K - $267K
NGVT
Ingevity Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
5,098
$70.45 - $89.41 $359K - $456K
FRC
First Republic Bank

Financial Services
Q2 2021 Filed on Aug 13, 2021
2,668
$167.47 - $195.03 $447K - $520K
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