Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $16.6 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q2 2021 Filed on Aug 13, 2021
4,453
$83.34 - $89.29 $371K - $398K
BXC
Blue Linx Holdings Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
132,167
$40.42 - $67.61 $5.34M - $8.94M
FIVN
Five9, Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
2,544
$155.97 - $187.97 $397K - $478K
EFX
Equifax Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
1,738
$181.59 - $239.85 $316K - $417K
Extended Stay Amer Inc
Q2 2021 Filed on Aug 13, 2021
26,518
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
3,503
$107.61 - $126.6 $377K - $443K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
9,723
N/A
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
EA
Electronic Arts Inc.

Communication Services
Q2 2021 Filed on Aug 13, 2021
3,066
$137.06 - $148.55 $420K - $455K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
1,095
$180.5 - $208.59 $198K - $228K
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 13, 2021
99,262
N/A
CLH
Clean Harbors Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
3,884
$86.15 - $94.91 $335K - $369K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,185
$132.71 - $192.38 $157K - $228K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Aug 13, 2021
753
$253.55 - $293.44 $191K - $221K
FE
Firstenergy Corp

Utilities
Q2 2021 Filed on Aug 13, 2021
7,667
$34.31 - $38.88 $263K - $298K
STOR
Store Capital Corp

Real Estate
Q2 2021 Filed on Aug 13, 2021
12,515
$32.63 - $36.53 $408K - $457K
AGCO
Agco Corp

Industrials
Q2 2021 Filed on Aug 13, 2021
2,673
$121.75 - $156.6 $325K - $419K
CDXC
Chroma Dex Corp.

Healthcare
Q1 2021 Filed on May 17, 2021
37,246
$4.59 - $18.74 $171K - $698K
FVCB
Fvc Bankcorp, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
10,913
$14.64 - $19.05 $160K - $208K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
12,236
$21.75 - $24.39 $266K - $298K
Broadstone Net Lease Inc
Q1 2021 Filed on May 17, 2021
50,000
N/A
GL
Globe Life Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
3,628
$90.2 - $101.39 $327K - $368K
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
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
188,207
$24.85 - $34.02 $4.68M - $6.4M
Garrison Cap Inc
Q4 2020 Filed on Feb 16, 2021
16,500
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
10,315
N/A
RPRX
Royalty Pharma PLC

Healthcare
Q4 2020 Filed on Feb 16, 2021
52,560
$36.12 - $50.05 $1.9M - $2.63M
Ubs Ag Jersey Branch
Q4 2020 Filed on Feb 16, 2021
12,478
N/A
SONY
Sony Group Corp

Technology
Q4 2020 Filed on Feb 16, 2021
2,883
$72.67 - $101.1 $210K - $291K
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
TXT
Textron Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
6,440
$32.09 - $48.49 $207K - $312K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2020 Filed on Feb 16, 2021
3,328
$56.17 - $76.51 $187K - $255K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q4 2020 Filed on Feb 16, 2021
7,510
$44.39 - $51.35 $333K - $386K
Tiffany & CO New
Q4 2020 Filed on Feb 16, 2021
31,964
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
3,106
$75.42 - $88.47 $234K - $275K
AMPY
Amplify Energy Corp.

Energy
Q4 2020 Filed on Feb 16, 2021
20,800
$0.63 - $1.51 $13.1K - $31.4K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
8,090
$43.34 - $53.1 $351K - $430K
Mallinckrodt Pub LTD CO
Q3 2020 Filed on Nov 16, 2020
40,000
N/A
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
NAK
Northern Dynasty Minerals LTD

Basic Materials
Q2 2020 Filed on Aug 14, 2020
10,000
$0.39 - $1.49 $3.9K - $14.9K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
23,000
$9.61 - $11.05 $221K - $254K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
2,465
$80.6 - $140.89 $199K - $347K
Noble Corp PLC
Q2 2020 Filed on Aug 14, 2020
65,000
N/A
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2020 Filed on Aug 14, 2020
11,861
$16.04 - $24.9 $190K - $295K
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