WEALTHFRONT CORP historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 1,054 positions, added to 2,483, reduced 591 and sold out of 1,286.
- Q3 2014: Stock ACN; Country of operation —; Class SHS CLASS A; Shares before 0.
- Q3 2014: Stock ZTS; Country of operation United States; Class CL A; Shares before 0.
- Q3 2014: Stock CBRE; Country of operation United States; Class CL A; Shares before 0.
- Q3 2014: Stock GWRE; Country of operation United States; Class Common; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2014 | ACN
ACCENTURE PLC I | | SHS CLASS A | 0 | 2,914 | +2,914 | $0 | $237,000 | +$237,000 | 2014-11-14 |
|---|
| Q3 2014 | ZTS
ZOETIS INC | United States | CL A | 0 | 6,319 | +6,319 | $0 | $233,000 | +$233,000 | 2014-11-14 |
|---|
| Q3 2014 | CBRE
CBRE GROUP INC | United States | CL A | 0 | 2,084 | +2,084 | $0 | $62,000 | +$62,000 | 2014-11-14 |
|---|
| Q3 2014 | GWRE
GUIDEWIRE SOFTW | United States | Common | 0 | 1,358 | +1,358 | $0 | $60,000 | +$60,000 | 2014-11-14 |
|---|
| Q3 2014 | CHRW
C H ROBINSON WO | United States | COM NEW | 0 | 872 | +872 | $0 | $58,000 | +$58,000 | 2014-11-14 |
|---|
| Q3 2014 | ETN
EATON CORPORATI | | SHS | 0 | 886 | +886 | $0 | $56,000 | +$56,000 | 2014-11-14 |
|---|
| Q3 2014 | URI
UNITED RENTALS | United States | Common | 0 | 353 | +353 | $0 | $39,000 | +$39,000 | 2014-11-14 |
|---|
| Q3 2014 | MLM
MARTIN MARIETTA | United States | Common | 0 | 293 | +293 | $0 | $38,000 | +$38,000 | 2014-11-14 |
|---|
| Q3 2014 | TSLA
TESLA MOTORS IN | United States | Common | 0 | 144 | +144 | $0 | $35,000 | +$35,000 | 2014-11-14 |
|---|
| Q3 2014 | AMG
AFFILIATED MANA | United States | Common | 0 | 158 | +158 | $0 | $32,000 | +$32,000 | 2014-11-14 |
|---|
| Q3 2014 | RIG
TRANSOCEAN LTD | | REG SHS | 0 | 435 | +435 | $0 | $14,000 | +$14,000 | 2014-11-14 |
|---|
| Q3 2014 | F104PAIROFF
DISCOVERY COMMU | | COM SER A | 0 | 180 | +180 | $0 | $7,000 | +$7,000 | 2014-11-14 |
|---|
| Q3 2014 | ILMN
ILLUMINA INC | United States | Common | 0 | 35 | +35 | $0 | $6,000 | +$6,000 | 2014-11-14 |
|---|
| Q3 2014 | UHS
UNIVERSAL HEALT | United States | Common | 0 | 56 | +56 | $0 | $6,000 | +$6,000 | 2014-11-14 |
|---|
| Q3 2014 | AEIS
ADVANCED ENERGY | United States | Common | 0 | 171 | +171 | $0 | $3,000 | +$3,000 | 2014-11-14 |
|---|
| Q3 2014 | CHD
CHURCH & DWIGHT | United States | Common | 0 | 38 | +38 | $0 | $3,000 | +$3,000 | 2014-11-14 |
|---|
| Q3 2014 | GLD
SPDR GOLD TR | United States | GOLD SHS | 0 | 24 | +24 | $0 | $3,000 | +$3,000 | 2014-11-14 |
|---|
| Q3 2014 | GDOT
GREEN DOT CORPO | United States | Common | 0 | 100 | +100 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | GIFI
GULF ISLAND FAB | United States | Common | 0 | 108 | +108 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | LKQ
LKQ CORPORATION | United States | Common | 0 | 94 | +94 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | HZO
MARINEMAX INC | United States | Common | 0 | 109 | +109 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | VYX
NCR CORP NEW | United States | Common | 0 | 53 | +53 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | AWK
AMERICAN WTR WK | United States | Common | 0 | 41 | +41 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | ARCB
ARCBEST CORPORA | United States | Common | 0 | 51 | +51 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | SAN
BANCO SANTANDER | | Common | 0 | 174 | +174 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | BCE
BCE INC | | Common | 0 | 41 | +41 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | CYD
CHINA YUCHAI IN | | Common | 0 | 82 | +82 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | SU
SUNCOR ENERGY I | | Common | 0 | 42 | +42 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | TRMB
TRIMBLE NAVIGAT | United States | Common | 0 | 76 | +76 | $0 | $2,000 | +$2,000 | 2014-11-14 |
|---|
| Q3 2014 | HGTXU
HUGOTON ROYALTY | | Common | 0 | 154 | +154 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | KVHI
KVH INDUSTRIES | United States | Common | 0 | 124 | +124 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | BNS
BANK OF NOVA SC | | Common | 0 | 16 | +16 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | BAP
CREDICORP LTD | | Common | 0 | 8 | +8 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | CROX
CROCS INC | United States | Common | 0 | 117 | +117 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | GAIN
GLADSTONE INVES | United States | Common | 0 | 134 | +134 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | SLF
SUN LIFE FINANC | | Common | 0 | 25 | +25 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | USCI
UNITED STS COMM | United States | COMM IDX FND | 0 | 10 | +10 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | DNOW
NOW INC | United States | Common | 0 | 26 | +26 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | RCI
ROGERS COMMUNIC | | Common | 0 | 24 | +24 | $0 | $1,000 | +$1,000 | 2014-11-14 |
|---|
| Q3 2014 | PBPB
POTBELLY CORPOR | United States | Common | 0 | 12 | +12 | $0 | $0 | $0 | 2014-11-14 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |