Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CSGP
Costar Group, Inc.

Real Estate
Q2 2021 Filed on Aug 13, 2021
417
$81.08 - $93.68 $33.8K - $39.1K
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
Coresite Rlty Corp
Q2 2021 Filed on Aug 13, 2021
6,583
N/A
DXC
Dxc Technology CO

Technology
Q2 2021 Filed on Aug 13, 2021
6,494
$30.83 - $41.42 $200K - $269K
CVET
Covetrus, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
7,377
$25.24 - $30.86 $186K - $228K
Crane CO
Q2 2021 Filed on Aug 13, 2021
5,142
N/A
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
8,364
$62.29 - $76.11 $521K - $637K
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
4,161
$197.15 - $220.2 $820K - $916K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2,971
$98.0 - $111.34 $291K - $331K
DY
Dycom Industries Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
5,905
$70.51 - $98.74 $416K - $583K
FTS
Fortis Inc.

Utilities
Q2 2021 Filed on Aug 13, 2021
12,464
$43.4 - $46.74 $541K - $583K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,698
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
4,210
$63.18 - $69.12 $266K - $291K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,586
$130.1 - $146.72 $206K - $233K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2021 Filed on Aug 13, 2021
3,959
$66.17 - $79.75 $262K - $316K
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
4,151
$49.55 - $57.22 $206K - $238K
IBRX
Immunity Bio, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
15,926
$13.41 - $22.4 $214K - $357K
TYL
Tyler Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
585
$387.29 - $455.73 $227K - $267K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 13, 2021
2,688
$130.46 - $139.84 $351K - $376K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q2 2021 Filed on Aug 13, 2021
2,900
$137.43 - $152.45 $399K - $442K
BALL
Ball Corp

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3,256
$79.19 - $93.98 $258K - $306K
BKR
Baker Hughes CO

Energy
Q2 2021 Filed on Aug 13, 2021
11,453
$19.51 - $26.31 $223K - $301K
TEAM
Atlassian Corp PLC

Technology
Q2 2021 Filed on Aug 13, 2021
1,032
$212.3 - $267.96 $219K - $277K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
11,627
$12.64 - $15.28 $147K - $178K
APTV
Aptiv PLC

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2,689
$134.37 - $159.75 $361K - $430K
ABC
Amerisourcebergen Corp

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,904
$114.32 - $125.85 $218K - $240K
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
4,685
$45.53 - $53.55 $213K - $251K
ABEV
Ambev S.A.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
11,217
$2.67 - $3.9 $29.9K - $43.7K
ALLY
Ally Financial Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
50,421
$46.73 - $56.15 $2.36M - $2.83M
Alexion Pharmaceuticals Inc
Q2 2021 Filed on Aug 13, 2021
1,829
N/A
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
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
5,798
$37.35 - $40.51 $217K - $235K
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
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
12,257
$21.6 - $22.02 $265K - $270K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
21,417
$22.15 - $22.28 $474K - $477K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Aug 13, 2021
7,465
$51.69 - $51.96 $386K - $388K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
5,407
$46.57 - $51.33 $252K - $278K
KOP
Koppers Holdings Inc.

Basic Materials
Q2 2021 Filed on Aug 13, 2021
6,170
$30.95 - $38.22 $191K - $236K
RIDE
Lordstown Motors Corp.

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

Technology
Q2 2021 Filed on Aug 13, 2021
3,535
$46.02 - $64.64 $163K - $229K
MTG
Mgic Investment Corp

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

Energy
Q2 2021 Filed on Aug 13, 2021
11,548
$15.33 - $19.09 $177K - $220K
NVAX
Novavax Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
13,494
$121.0 - $257.67 $1.63M - $3.48M
BFB
Brown Forman Corp Cl B
Q2 2021 Filed on Aug 13, 2021
4,616
N/A
AKAM
Akamai Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
1,971
$102.49 - $119.08 $202K - $235K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
13,938
$55.79 - $70.49 $778K - $982K
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