Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
MAS
Masco Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
4,787
$57.6 - $67.11 $276K - $321K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2021 Filed on Aug 13, 2021
4,454
$49.7 - $61.1 $221K - $272K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8,532
$46.34 - $57.95 $395K - $494K
MDC
M.D.C. Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
7,178
$49.85 - $62.13 $358K - $446K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,223
$198.06 - $246.77 $242K - $302K
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,008
$129.68 - $143.4 $260K - $288K
SNA
Snap On Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,114
$212.58 - $255.64 $449K - $540K
Seagate Technology PLC
Q2 2021 Filed on Aug 13, 2021
3,119
N/A
SNY
Sanofi

Healthcare
Q2 2021 Filed on Aug 13, 2021
10,121
$49.36 - $54.25 $500K - $549K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2021 Filed on Aug 13, 2021
23,161
$10.2 - $11.02 $236K - $255K
Ihs Markit LTD
Q2 2021 Filed on Aug 13, 2021
2,901
N/A
RF
Regions Financial Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
17,133
$19.33 - $23.62 $331K - $405K
NGVT
Ingevity Corp

Basic Materials
Q2 2021 Filed on Aug 13, 2021
5,098
$70.45 - $89.41 $359K - $456K
QRVO
Qorvo, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,780
$165.35 - $199.54 $294K - $355K
PCAR
Paccar Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
5,487
$87.04 - $95.73 $478K - $525K
TU
Telus Corp

Communication Services
Q2 2021 Filed on Aug 13, 2021
41,510
$20.23 - $23.23 $840K - $964K
LNC
Lincoln National Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
7,573
$59.43 - $71.13 $450K - $539K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q2 2021 Filed on Aug 13, 2021
2,900
$137.43 - $152.45 $399K - $442K
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,151
$49.55 - $57.22 $206K - $238K
Federal Rlty Invt Tr
Q2 2021 Filed on Aug 13, 2021
2,727
N/A
ETSY
Etsy Inc

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

Healthcare
Q2 2021 Filed on Aug 13, 2021
569
$387.35 - $450.26 $220K - $256K
TKR
Timken CO

Industrials
Q2 2021 Filed on Aug 13, 2021
5,898
$78.66 - $91.33 $464K - $539K
THO
Thor Industries Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,658
$104.35 - $146.76 $486K - $684K
STOR
Store Capital Corp

Real Estate
Q2 2021 Filed on Aug 13, 2021
12,515
$32.63 - $36.53 $408K - $457K
SCL
Stepan CO

Basic Materials
Q2 2021 Filed on Aug 13, 2021
2,948
$120.27 - $137.95 $355K - $407K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2021 Filed on Aug 13, 2021
10,207
$50.12 - $66.51 $512K - $679K
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
6,688
$59.02 - $78.8 $395K - $527K
SAFM
Sanderson Farms Inc

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

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,173
$123.8 - $146.45 $517K - $611K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,062
$82.62 - $126.92 $336K - $516K
New Oriental Ed & Technology
Q2 2021 Filed on Aug 13, 2021
13,384
N/A
IBRX
Immunity Bio, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
15,926
$13.41 - $22.4 $214K - $357K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
11,258
$21.29 - $21.62 $240K - $243K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
11,515
$22.15 - $22.41 $255K - $258K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 13, 2021
2,688
$130.46 - $139.84 $351K - $376K
TYL
Tyler Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
585
$387.29 - $455.73 $227K - $267K
TDY
Teledyne Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
500
$402.58 - $452.22 $201K - $226K
RH
Rh

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
496
$587.56 - $720.01 $291K - $357K
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
13,494
$121.0 - $257.67 $1.63M - $3.48M
MTG
Mgic Investment Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
10,959
$13.31 - $15.56 $146K - $171K
LYFT
Lyft, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
3,535
$46.02 - $64.64 $163K - $229K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
11,627
$12.64 - $15.28 $147K - $178K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
11,551
$6.98 - $13.4 $80.6K - $155K
KOP
Koppers Holdings Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
6,170
$30.95 - $38.22 $191K - $236K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Aug 13, 2021
2,759
$159.69 - $175.61 $441K - $485K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Aug 13, 2021
7,465
$51.69 - $51.96 $386K - $388K
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