Wealthspire Advisors, LLC Closed Holding Positions

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ubs Ag Jersey Branch
Q4 2020 Filed on Feb 16, 2021
12,478
N/A
Peoples United Financial Inc
Q3 2020 Filed on Nov 16, 2020
18,067
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
8,090
$43.34 - $53.1 $351K - $430K
AGE
Age X Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
16,600
$0.79 - $1.52 $13.1K - $25.2K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
1
$267020.0 - $332840.0 $267K - $333K
Mallinckrodt Pub LTD CO
Q3 2020 Filed on Nov 16, 2020
40,000
N/A
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
7,957
N/A
Advanced Disp Svcs Inc Del
Q2 2020 Filed on Aug 14, 2020
199,956
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
2,465
$80.6 - $140.89 $199K - $347K
SPLK
Splunk Inc

Technology
Q2 2020 Filed on Aug 14, 2020
1,971
$102.14 - $198.7 $201K - $392K
Royal Dutch Shell PLC
Q2 2020 Filed on Aug 14, 2020
7,316
N/A
China Mobile Limited
Q2 2020 Filed on Aug 14, 2020
6,130
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
26,233
$11.0 - $18.82 $289K - $494K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
13,407
N/A
Royal Bk Scotland Group PLC
Q2 2020 Filed on Aug 14, 2020
10,622
N/A
Unilever N V
Q2 2020 Filed on Aug 14, 2020
5,294
N/A
RSG
Republic Services, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
7,158
$72.53 - $89.91 $519K - $644K
GIM
Templeton Global Income Fund

Financial Services
Q2 2020 Filed on Aug 14, 2020
54,461
$5.18 - $5.5 $282K - $300K
AES
Aes Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
11,032
$11.61 - $14.97 $128K - $165K
EQR
Equity Residential

Real Estate
Q2 2020 Filed on Aug 14, 2020
3,483
$54.26 - $69.79 $189K - $243K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
12,748
$3.53 - $4.61 $45K - $58.8K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Aug 14, 2020
11,596
$4.78 - $8.26 $55.4K - $95.8K
MPW
Medical Properties Trust Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
10,259
$14.4 - $20.84 $148K - $214K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
2,344
$94.25 - $126.53 $221K - $297K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
12,619
$8.27 - $11.56 $104K - $146K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
10,068
$79.55 - $124.22 $801K - $1.25M
Noble Corp PLC
Q2 2020 Filed on Aug 14, 2020
65,000
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
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
2,557
$93.0 - $171.7 $238K - $439K
Shiloh Inds Inc
Q2 2020 Filed on Aug 14, 2020
175,484
N/A
SLM
Slm Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
10,498
$6.1 - $8.69 $64K - $91.2K
SBT
Sterling Bancorp, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
13,685
$2.65 - $4.16 $36.3K - $56.9K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
6,348
$66.57 - $85.1 $423K - $540K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2020 Filed on Aug 14, 2020
11,861
$16.04 - $24.9 $190K - $295K
Invesco Exch Trd Slf Idx Fd
Q2 2020 Filed on Aug 14, 2020
9,517
N/A
HHC
Howard Hughes Corp

Real Estate
Q2 2020 Filed on Aug 14, 2020
8,778
$42.58 - $66.6 $374K - $585K
ACNB
Acnb Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
8,112
$21.22 - $28.83 $172K - $234K
ARGO
Argo Group International Holdings, Ltd.

Financial Services
Q2 2020 Filed on Aug 14, 2020
9,167
$26.12 - $39.15 $239K - $359K
Barclays Bank PLC
Q2 2020 Filed on Aug 14, 2020
47,175
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
1,388
$140.56 - $216.99 $195K - $301K
CNDT
Conduent Inc

Technology
Q2 2020 Filed on Aug 14, 2020
13,549
$1.74 - $3.55 $23.6K - $48.1K
COO
Cooper Companies, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
3,460
$270.93 - $320.3 $937K - $1.11M
Aon PLC
Q2 2020 Filed on Aug 14, 2020
4,904
N/A
Direxion Shs ETF Tr
Q2 2020 Filed on Aug 14, 2020
10,000
N/A
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
GMAB
Genmab A/S

Healthcare
Q2 2020 Filed on Aug 14, 2020
32,205
$20.05 - $33.89 $646K - $1.09M
Gulfport Energy Corp
Q2 2020 Filed on Aug 14, 2020
100,620
N/A
CNI
Canadian National Railway CO

Industrials
Q2 2020 Filed on Aug 14, 2020
3,405
$74.84 - $91.67 $255K - $312K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
2,047
$98.9 - $137.86 $202K - $282K
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