Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8,353
$26.11 - $33.71 $218K - $282K
STT
State Street Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
3,123
$78.6 - $87.98 $245K - $275K
RF
Regions Financial Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
17,133
$19.33 - $23.62 $331K - $405K
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
993
$483.33 - $606.83 $480K - $603K
SNY
Sanofi

Healthcare
Q2 2021 Filed on Aug 13, 2021
10,121
$49.36 - $54.25 $500K - $549K
Gold Tr
Q2 2021 Filed on Aug 13, 2021
52,071
N/A
HAL
Halliburton CO

Energy
Q2 2021 Filed on Aug 13, 2021
16,539
$19.06 - $24.72 $315K - $409K
QRVO
Qorvo, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,780
$165.35 - $199.54 $294K - $355K
TU
Telus Corp

Communication Services
Q2 2021 Filed on Aug 13, 2021
41,510
$20.23 - $23.23 $840K - $964K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 13, 2021
12,145
$8.17 - $11.19 $99.2K - $136K
UNM
Unum Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
12,461
$27.03 - $31.9 $337K - $398K
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,008
$129.68 - $143.4 $260K - $288K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2021 Filed on Aug 13, 2021
4,454
$49.7 - $61.1 $221K - $272K
VFC
V F Corp

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3,677
$76.61 - $90.05 $282K - $331K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
42,456
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
33,105
N/A
KEY
Keycorp

Financial Services
Q2 2021 Filed on Aug 13, 2021
36,214
$19.84 - $23.52 $718K - $852K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
1,865
$167.8 - $188.88 $313K - $352K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 13, 2021
2,059
N/A
K
Kellogg CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
3,262
$62.06 - $68.21 $202K - $223K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
11,800
$19.8 - $25.53 $234K - $301K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2021 Filed on Aug 13, 2021
23,161
$10.2 - $11.02 $236K - $255K
FRC
First Republic Bank

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

Basic Materials
Q2 2021 Filed on Aug 13, 2021
5,098
$70.45 - $89.41 $359K - $456K
VRSN
Verisign Inc

Technology
Q2 2021 Filed on Aug 13, 2021
1,350
$201.9 - $229.78 $273K - $310K
PCAR
Paccar Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
5,487
$87.04 - $95.73 $478K - $525K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,223
$198.06 - $246.77 $242K - $302K
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2021 Filed on Aug 13, 2021
6,793
$50.3 - $60.27 $342K - $409K
MAS
Masco Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
4,787
$57.6 - $67.11 $276K - $321K
WIT
Wipro LTD

Technology
Q2 2021 Filed on Aug 13, 2021
12,510
$6.1 - $8.27 $76.3K - $103K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8,532
$46.34 - $57.95 $395K - $494K
VTR
Ventas, Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
4,498
$52.18 - $59.24 $235K - $266K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
9,493
$67.48 - $79.21 $641K - $752K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
2,966
$221.25 - $243.02 $656K - $721K
PII
Polaris Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,173
$123.8 - $146.45 $517K - $611K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
2,475
$155.74 - $194.06 $385K - $480K
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
6,688
$59.02 - $78.8 $395K - $527K
CMA
Comerica Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
6,588
$67.3 - $79.65 $443K - $525K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2021 Filed on Aug 13, 2021
10,207
$50.12 - $66.51 $512K - $679K
SCL
Stepan CO

Basic Materials
Q2 2021 Filed on Aug 13, 2021
2,948
$120.27 - $137.95 $355K - $407K
THO
Thor Industries Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,658
$104.35 - $146.76 $486K - $684K
TKR
Timken CO

Industrials
Q2 2021 Filed on Aug 13, 2021
5,898
$78.66 - $91.33 $464K - $539K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Aug 13, 2021
2,565
$113.34 - $142.77 $291K - $366K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
936
$179.3 - $226.77 $168K - $212K
TECH
Bio Techne Corp

Healthcare
Q2 2021 Filed on Aug 13, 2021
569
$387.35 - $450.26 $220K - $256K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,552
$156.59 - $224.03 $243K - $348K
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