Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
HRC Hill Rom Holdings, Inc. Healthcare	Q2 2021 Filed on Aug 13, 2021	2,698	N/A
DORM Dorman Products, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	2,971	$98.0 - $111.34 $291K - $331K
EA Electronic Arts Inc. Communication Services	Q2 2021 Filed on Aug 13, 2021	3,066	$137.06 - $148.55 $420K - $455K
DY Dycom Industries Inc Industrials	Q2 2021 Filed on Aug 13, 2021	5,905	$70.51 - $98.74 $416K - $583K
EIX Edison International Utilities	Q2 2021 Filed on Aug 13, 2021	19,387	$55.01 - $61.52 $1.07M - $1.19M
CTRA Coterra Energy Inc. Energy	Q2 2021 Filed on Aug 13, 2021	11,548	$15.33 - $19.09 $177K - $220K
TDY Teledyne Technologies Inc Technology	Q2 2021 Filed on Aug 13, 2021	500	$402.58 - $452.22 $201K - $226K
FTS Fortis Inc. Utilities	Q2 2021 Filed on Aug 13, 2021	12,464	$43.4 - $46.74 $541K - $583K
RH Rh Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	496	$587.56 - $720.01 $291K - $357K
STOR Store Capital Corp Real Estate	Q2 2021 Filed on Aug 13, 2021	12,515	$32.63 - $36.53 $408K - $457K
PTON Peloton Interactive, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	4,062	$82.62 - $126.92 $336K - $516K
PII Polaris Inc. Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	4,173	$123.8 - $146.45 $517K - $611K
BSCO Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2021 Filed on Aug 13, 2021	21,417	$22.15 - $22.28 $474K - $477K
ETSY Etsy Inc Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	1,552	$156.59 - $224.03 $243K - $348K
TMX Terminix Global Holdings Inc Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	5,407	$46.57 - $51.33 $252K - $278K
THO Thor Industries Inc Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	4,658	$104.35 - $146.76 $486K - $684K
CSGP Costar Group, Inc. Real Estate	Q2 2021 Filed on Aug 13, 2021	417	$81.08 - $93.68 $33.8K - $39.1K
CTXS Citrix Systems Inc Technology	Q2 2021 Filed on Aug 13, 2021	2,565	$113.34 - $142.77 $291K - $366K
TECH Bio Techne Corp Healthcare	Q2 2021 Filed on Aug 13, 2021	569	$387.35 - $450.26 $220K - $256K
BIDU Baidu, Inc. Communication Services	Q2 2021 Filed on Aug 13, 2021	936	$179.3 - $226.77 $168K - $212K
STZ Constellation Brands, Inc. Consumer Defensive	Q2 2021 Filed on Aug 13, 2021	2,966	$221.25 - $243.02 $656K - $721K
CMA Comerica Inc Financial Services	Q2 2021 Filed on Aug 13, 2021	6,588	$67.3 - $79.65 $443K - $525K
SCL Stepan CO Basic Materials	Q2 2021 Filed on Aug 13, 2021	2,948	$120.27 - $137.95 $355K - $407K
Federal Rlty Invt Tr	Q2 2021 Filed on Aug 13, 2021	2,727	N/A
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	Q2 2021 Filed on Aug 13, 2021	11,515	$22.15 - $22.41 $255K - $258K
SAFM Sanderson Farms Inc Consumer Defensive	Q2 2021 Filed on Aug 13, 2021	2,475	$155.74 - $194.06 $385K - $480K
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2021 Filed on Aug 13, 2021	11,258	$21.29 - $21.62 $240K - $243K
XRAY Dentsply Sirona Inc. Healthcare	Q2 2021 Filed on Aug 13, 2021	4,210	$63.18 - $69.12 $266K - $291K
SDGR Schrodinger, Inc. Healthcare	Q2 2021 Filed on Aug 13, 2021	6,688	$59.02 - $78.8 $395K - $527K
DRI Darden Restaurants Inc Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	1,586	$130.1 - $146.72 $206K - $233K
IBRX Immunity Bio, Inc. Healthcare	Q2 2021 Filed on Aug 13, 2021	15,926	$13.41 - $22.4 $214K - $357K
STLD Steel Dynamics Inc Basic Materials	Q2 2021 Filed on Aug 13, 2021	10,207	$50.12 - $66.51 $512K - $679K
FTDR Frontdoor, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	4,151	$49.55 - $57.22 $206K - $238K
TKR Timken CO Industrials	Q2 2021 Filed on Aug 13, 2021	5,898	$78.66 - $91.33 $464K - $539K
TYL Tyler Technologies Inc Technology	Q2 2021 Filed on Aug 13, 2021	585	$387.29 - $455.73 $227K - $267K
AAP Advance Auto Parts Inc Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	1,095	$180.5 - $208.59 $198K - $228K
ABC Amerisourcebergen Corp Healthcare	Q2 2021 Filed on Aug 13, 2021	1,904	$114.32 - $125.85 $218K - $240K
APTV Aptiv PLC Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	2,689	$134.37 - $159.75 $361K - $430K
TEAM Atlassian Corp PLC Technology	Q2 2021 Filed on Aug 13, 2021	1,032	$212.3 - $267.96 $219K - $277K
BKR Baker Hughes CO Energy	Q2 2021 Filed on Aug 13, 2021	11,453	$19.51 - $26.31 $223K - $301K
ICLR Icon PLC Healthcare	Q2 2021 Filed on Aug 13, 2021	1,273	$194.07 - $232.2 $247K - $296K
ACI Albertsons Companies, Inc. Consumer Defensive	Q2 2021 Filed on Aug 13, 2021	138,205	$18.11 - $21.04 $2.5M - $2.91M
J P Morgan Exchange Traded F	Q2 2021 Filed on Aug 13, 2021	99,262	N/A
BALL Ball Corp Consumer Cyclical	Q2 2021 Filed on Aug 13, 2021	3,256	$79.19 - $93.98 $258K - $306K
BXC Blue Linx Holdings Inc. Industrials	Q2 2021 Filed on Aug 13, 2021	132,167	$40.42 - $67.61 $5.34M - $8.94M
AIG American International Group, Inc. Financial Services	Q2 2021 Filed on Aug 13, 2021	4,685	$45.53 - $53.55 $213K - $251K
FE Firstenergy Corp Utilities	Q2 2021 Filed on Aug 13, 2021	7,667	$34.31 - $38.88 $263K - $298K
VIGI Vanguard Whitehall Fds Intl Di ETFs	Q2 2021 Filed on Aug 13, 2021	4,453	$83.34 - $89.29 $371K - $398K
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.