Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FIVN
Five9, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
2,544
$155.97 - $187.97 $397K - $478K
Alexion Pharmaceuticals Inc
Q2 2021 Filed on Aug 13, 2021
1,829
N/A
ALLY
Ally Financial Inc.

Financial Services
Q2 2021 Filed on Aug 13, 2021
50,421
$46.73 - $56.15 $2.36M - $2.83M
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
9,723
N/A
ABEV
Ambev S.A.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
11,217
$2.67 - $3.9 $29.9K - $43.7K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
753
$253.55 - $293.44 $191K - $221K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Aug 13, 2021
12,257
$21.6 - $22.02 $265K - $270K
AGCO
Agco Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
2,673
$121.75 - $156.6 $325K - $419K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
5,798
$37.35 - $40.51 $217K - $235K
CLH
Clean Harbors Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
3,884
$86.15 - $94.91 $335K - $369K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q2 2021 Filed on Aug 13, 2021
2,900
$137.43 - $152.45 $399K - $442K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2021 Filed on Aug 13, 2021
2,688
$130.46 - $139.84 $351K - $376K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
9,493
$67.48 - $79.21 $641K - $752K
EFX
Equifax Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
1,738
$181.59 - $239.85 $316K - $417K
BFB
Brown Forman Corp Cl B
Q2 2021 Filed on Aug 13, 2021
4,616
N/A
Coresite Rlty Corp
Q2 2021 Filed on Aug 13, 2021
6,583
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
3,503
$107.61 - $126.6 $377K - $443K
BBD
Bank Bradesco

Financial Services
Q2 2021 Filed on Aug 13, 2021
14,486
$4.12 - $5.61 $59.7K - $81.3K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Aug 13, 2021
7,465
$51.69 - $51.96 $386K - $388K
Extended Stay Amer Inc
Q2 2021 Filed on Aug 13, 2021
26,518
N/A
BCO
Brinks CO

Industrials
Q2 2021 Filed on Aug 13, 2021
7,098
$73.24 - $81.4 $520K - $578K
BDC
Belden Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
5,545
$41.97 - $54.72 $233K - $303K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
12,236
$21.75 - $24.39 $266K - $298K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2021 Filed on May 17, 2021
4,241
$46.98 - $51.36 $199K - $218K
Gaslog LTD
Q1 2021 Filed on May 17, 2021
12,250
N/A
Broadstone Net Lease Inc
Q1 2021 Filed on May 17, 2021
50,000
N/A
CDXC
Chroma Dex Corp.

Healthcare
Q1 2021 Filed on May 17, 2021
37,246
$4.59 - $18.74 $171K - $698K
GL
Globe Life Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
3,628
$90.2 - $101.39 $327K - $368K
FVCB
Fvc Bankcorp, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
10,913
$14.64 - $19.05 $160K - $208K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2020 Filed on Feb 16, 2021
3,328
$56.17 - $76.51 $187K - $255K
Garrison Cap Inc
Q4 2020 Filed on Feb 16, 2021
16,500
N/A
Tiffany & CO New
Q4 2020 Filed on Feb 16, 2021
31,964
N/A
TXT
Textron Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
6,440
$32.09 - $48.49 $207K - $312K
SONY
Sony Group Corp

Technology
Q4 2020 Filed on Feb 16, 2021
2,883
$72.67 - $101.1 $210K - $291K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
10,315
N/A
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q4 2020 Filed on Feb 16, 2021
19,825
$7.52 - $12.42 $149K - $246K
AMPY
Amplify Energy Corp.

Energy
Q4 2020 Filed on Feb 16, 2021
20,800
$0.63 - $1.51 $13.1K - $31.4K
Ubs Ag Jersey Branch
Q4 2020 Filed on Feb 16, 2021
12,478
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
3,106
$75.42 - $88.47 $234K - $275K
RPRX
Royalty Pharma PLC

Healthcare
Q4 2020 Filed on Feb 16, 2021
52,560
$36.12 - $50.05 $1.9M - $2.63M
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
7,510
$44.39 - $51.35 $333K - $386K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
188,207
$24.85 - $34.02 $4.68M - $6.4M
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
8,090
$43.34 - $53.1 $351K - $430K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
1
$267020.0 - $332840.0 $267K - $333K
AGE
Age X Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
16,600
$0.79 - $1.52 $13.1K - $25.2K
Peoples United Financial Inc
Q3 2020 Filed on Nov 16, 2020
18,067
N/A
Mallinckrodt Pub LTD CO
Q3 2020 Filed on Nov 16, 2020
40,000
N/A
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
13,407
N/A
Noble Corp PLC
Q2 2020 Filed on Aug 14, 2020
65,000
N/A
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