Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
11,800
$19.8 - $25.53 $234K - $301K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 13, 2021
12,145
$8.17 - $11.19 $99.2K - $136K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
11,235
$9.65 - $9.98 $108K - $112K
UNM
Unum Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
12,461
$27.03 - $31.9 $337K - $398K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8,353
$26.11 - $33.71 $218K - $282K
VFC
V F Corp

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3,677
$76.61 - $90.05 $282K - $331K
NI
Nisource Inc.

Utilities
Q2 2021 Filed on Aug 13, 2021
20,222
$24.07 - $26.47 $487K - $535K
Varian Med Sys Inc
Q2 2021 Filed on Aug 13, 2021
1,352
N/A
PCAR
Paccar Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
5,487
$87.04 - $95.73 $478K - $525K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q2 2021 Filed on Aug 13, 2021
23,161
$10.2 - $11.02 $236K - $255K
SIVB
Svb Financial Group

Financial Services
Q2 2021 Filed on Aug 13, 2021
993
$483.33 - $606.83 $480K - $603K
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
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
TU
Telus Corp

Communication Services
Q2 2021 Filed on Aug 13, 2021
41,510
$20.23 - $23.23 $840K - $964K
QRVO
Qorvo, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,780
$165.35 - $199.54 $294K - $355K
VTR
Ventas, Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
4,498
$52.18 - $59.24 $235K - $266K
VRSN
Verisign Inc

Technology
Q2 2021 Filed on Aug 13, 2021
1,350
$201.9 - $229.78 $273K - $310K
KEY
Keycorp

Financial Services
Q2 2021 Filed on Aug 13, 2021
36,214
$19.84 - $23.52 $718K - $852K
K
Kellogg CO

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
3,262
$62.06 - $68.21 $202K - $223K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 13, 2021
2,059
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
33,105
N/A
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
42,456
N/A
J
Jacobs Engineering Group Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,008
$129.68 - $143.4 $260K - $288K
IQV
Iqvia Holdings Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,223
$198.06 - $246.77 $242K - $302K
IVZ
Invesco Ltd.

Financial Services
Q2 2021 Filed on Aug 13, 2021
9,906
$25.69 - $29.33 $254K - $291K
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2021 Filed on Aug 13, 2021
6,793
$50.3 - $60.27 $342K - $409K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2021 Filed on Aug 13, 2021
4,454
$49.7 - $61.1 $221K - $272K
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
1,865
$167.8 - $188.88 $313K - $352K
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
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,286
$225.2 - $270.07 $290K - $347K
WIT
Wipro LTD

Technology
Q2 2021 Filed on Aug 13, 2021
12,510
$6.1 - $8.27 $76.3K - $103K
MDC
M.D.C. Holdings, Inc.

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

Financial Services
Q2 2021 Filed on Aug 13, 2021
7,573
$59.43 - $71.13 $450K - $539K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
8,532
$46.34 - $57.95 $395K - $494K
STT
State Street Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
3,123
$78.6 - $87.98 $245K - $275K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
8,364
$62.29 - $76.11 $521K - $637K
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
DXC
Dxc Technology CO

Technology
Q2 2021 Filed on Aug 13, 2021
6,494
$30.83 - $41.42 $200K - $269K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2021 Filed on Aug 13, 2021
3,959
$66.17 - $79.75 $262K - $316K
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
4,161
$197.15 - $220.2 $820K - $916K
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
New Oriental Ed & Technology
Q2 2021 Filed on Aug 13, 2021
13,384
N/A
NVAX
Novavax Inc

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