Ownership history in Wealthspire Advisors, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Wealthspire Advisors, LLC reported a position in GAP INC DEL (GAP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealthspire Advisors, LLC outperformed the S&P 500 by +34.8% annually on this GAP position. Timing score: 67% (8/12 decisions correct). Average cost basis: $10.88. Maximum drawdown during holding period: β71.0%.
π₯ Exceptional β beat the S&P 500 by 34.8% per year on this position.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $7.13 (2022 Q3) Β· Worst: $24.56 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 5 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size