Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CATY
Cathay General Bancorp

Financial Services
Q4 2021 Filed on Feb 14, 2022
28,158
$40.76 - $46.22 $1.15M - $1.3M
NMRK
Newmark Group, Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
10,189
$14.28 - $18.7 $145K - $191K
Osi ETF Tr
Q4 2021 Filed on Feb 14, 2022
64,000
N/A
A
Agilent Technologies, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,777
$147.95 - $164.3 $263K - $292K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
9,011
$39.91 - $44.18 $360K - $398K
VICI
Vici Properties Inc.

Real Estate
Q4 2021 Filed on Feb 14, 2022
12,383
$26.75 - $30.25 $331K - $375K
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
STCN
Steel Connect, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
65,000
$1.31 - $2.4 $85.2K - $156K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q4 2021 Filed on Feb 14, 2022
8,924
$32.3 - $34.69 $288K - $310K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
2,995
$44.42 - $77.34 $133K - $232K
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
904
$205.68 - $366.99 $186K - $332K
Kadmon Hldgs Inc
Q4 2021 Filed on Feb 14, 2022
389,000
N/A
MARK
Remark Holdings, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
62,500
$0.85 - $3.15 $53.1K - $197K
PRVB
Provention Bio, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
28,200
$5.66 - $8.33 $160K - $235K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
32,000
$18.76 - $19.35 $600K - $619K
HEI
Heico Corp

Industrials
Q3 2021 Filed on Nov 15, 2021
1,562
$123.07 - $142.2 $192K - $222K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
2,619
$50.37 - $80.29 $132K - $210K
EDIT
Editas Medicine, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
5,900
$39.27 - $72.94 $232K - $430K
NIC
Nicolet Bankshares Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
4,205
$68.55 - $78.15 $288K - $329K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
5,798
$117.01 - $138.8 $678K - $805K
CHCI
Comstock Holding Companies, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
12,000
$4.77 - $6.46 $57.2K - $77.5K
MPLN
Multi Plan Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
151,332
$5.54 - $9.34 $838K - $1.41M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
13,000
$30.01 - $33.05 $390K - $430K
BNL
Broadstone Net Lease, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
50,000
$23.63 - $27.91 $1.18M - $1.4M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 15, 2021
2,363
$73.87 - $92.86 $175K - $219K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
2,915
$65.61 - $75.33 $191K - $220K
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
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,080
$65.67 - $112.75 $137K - $235K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q3 2021 Filed on Nov 15, 2021
2,972
$70.21 - $78.88 $209K - $234K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,808
$186.15 - $215.87 $523K - $606K
HAS
Hasbro, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
7,124
$91.03 - $99.99 $648K - $712K
SYF
Synchrony Financial

Financial Services
Q2 2021 Filed on Aug 13, 2021
8,376
$39.57 - $50.8 $331K - $426K
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,938
$41.03 - $49.12 $203K - $243K
FTV
Fortive Corp

Technology
Q2 2021 Filed on Aug 13, 2021
3,092
$68.38 - $74.86 $211K - $231K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,286
$225.2 - $270.07 $290K - $347K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 13, 2021
9,906
$25.69 - $29.33 $254K - $291K
LNC
Lincoln National Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
7,573
$59.43 - $71.13 $450K - $539K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Aug 13, 2021
12,753
$14.45 - $16.54 $184K - $211K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,129
$39.96 - $51.96 $205K - $267K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
11,235
$9.65 - $9.98 $108K - $112K
FNV
Franco Nevada Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
1,640
$129.91 - $154.82 $213K - $254K
BEN
Franklin Resources Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
8,231
$28.67 - $35.74 $236K - $294K
Seagate Technology PLC
Q2 2021 Filed on Aug 13, 2021
3,119
N/A
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Aug 13, 2021
3,017
$132.51 - $145.38 $400K - $439K
NI
Nisource Inc.

Utilities
Q2 2021 Filed on Aug 13, 2021
20,222
$24.07 - $26.47 $487K - $535K
Maxim Integrated Prods Inc
Q2 2021 Filed on Aug 13, 2021
2,835
N/A
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
7,178
$49.85 - $62.13 $358K - $446K
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