American Trust Purchases in Q4 2024

American Trust

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LSCC
Lattice Semiconductor Corp

Technology
3.92K
New
$48.58 - $63.46 $190K - $249K
3.92K $221K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.88K
+ 1.63%
$50.37 - $50.6 $397K - $399K
493K $24.8M
BX
Blackstone Inc.

Financial Services
1.26K
New
$148.45 - $199.05 $187K - $251K
1.26K $217K
WFC
Wells Fargo & Company

Financial Services
3.1K
New
$54.98 - $77.35 $171K - $240K
3.1K $217K
HUBS
Hubspot Inc

Technology
310
New
$514.07 - $757.4 $159K - $235K
310 $215K
FFIV
F5, Inc.

Technology
850
New
$213.56 - $263.36 $182K - $224K
850 $213K
RBLX
Roblox Corp

Communication Services
3.65K
New
$39.86 - $61.45 $145K - $224K
3.65K $210K
PODD
Insulet Corp

Healthcare
805
New
$227.79 - $275.7 $183K - $222K
805 $210K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5.29K
New
$28.38 - $39.27 $150K - $208K
5.29K $205K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.95K
New
$101.82 - $114.06 $199K - $222K
1.95K $201K
NOC
Northrop Grumman Corp

Industrials
550
+ 35.85%
$466.52 - $543.88 $257K - $299K
2.08K $978K
PAYX
Paychex Inc

Industrials
152
+ 0.63%
$135.86 - $148.73 $20.7K - $22.6K
24.1K $3.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.8K
+ 32.75%
$44.33 - $49.55 $169K - $188K
15.4K $692K
MCD
Mcdonalds Corp

Consumer Cyclical
945
+ 12.17%
$288.47 - $316.54 $273K - $299K
8.71K $2.53M
BR
Broadridge Financial Solutions, Inc.

Technology
183
+ 1.76%
$209.64 - $236.44 $38.4K - $43.3K
10.6K $2.39M
DOCS
Doximity, Inc.

Healthcare
1.88K
+ 33.22%
$41.25 - $61.25 $77.6K - $115K
7.54K $402K
LYFT
Lyft, Inc.

Technology
11.9K
New
$12.36 - $18.59 $147K - $221K
11.9K $153K
ADT
Adt Inc.

Industrials
21.8K
New
$6.71 - $8.14 $146K - $177K
21.8K $150K
PATH
Ui Path, Inc.

Technology
11.9K
New
$11.95 - $15.5 $142K - $184K
11.9K $150K
VUG
Vanguard Growth ETF

ETFs
85
+ 2.53%
$378.79 - $428.11 $32.2K - $36.4K
3.45K $1.41M
QCOM
Qualcomm Inc

Technology
990
+ 57.23%
$150.4 - $178.04 $149K - $176K
2.72K $417K
ICLR
Icon PLC

Healthcare
1.03K
+ 86.3%
$187.22 - $297.57 $192K - $306K
2.22K $464K
FTNT
Fortinet, Inc.

Technology
652
+ 20.53%
$76.49 - $99.21 $49.9K - $64.7K
3.83K $361K
SYK
Stryker Corp

Healthcare
317
+ 2.54%
$345.14 - $392.15 $109K - $124K
12.8K $4.62M
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 19.0%
$52.45 - $60.02 $56.6K - $64.8K
6.76K $400K
FICO
Fair Isaac Corp

Technology
37
+ 35.58%
$1911.01 - $2382.4 $70.7K - $88.1K
141 $280K
MTDR
Matador Resources CO

Energy
650
+ 11.55%
$50.33 - $60.91 $32.7K - $39.6K
6.28K $353K
SHLS
Shoals Technologies Group, Inc.

Technology
13.1K
New
$4.15 - $6.14 $54.3K - $80.4K
13.1K $72K
WOLF
Wolfspeed, Inc.

Technology
10.2K
New
$6.44 - $16.2 $65.9K - $166K
10.2K $68K
BECN
Beacon Roofing Supply Inc

Industrials
28
+ 0.66%
$84.82 - $113.77 $2.37K - $3.19K
4.27K $433K
CPRT
Copart Inc

Consumer Cyclical
133
+ 1.17%
$51.36 - $63.8 $6.83K - $8.49K
11.5K $662K
TIP
Ishares Tr Tips Bd ETF

ETFs
716
+ 20.99%
$106.33 - $110.69 $76.1K - $79.3K
4.13K $439K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
259
+ 3.31%
$119.61 - $136.3 $31K - $35.3K
8.09K $999K
CG
Carlyle Group Inc.

Financial Services
340
+ 6.83%
$43.2 - $54.81 $14.7K - $18.6K
5.32K $268K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
108
+ 0.82%
$55.73 - $66.16 $6.02K - $7.15K
13.2K $797K
SE
Sea LTD

Consumer Cyclical
14
+ 0.45%
$93.56 - $117.41 $1.31K - $1.64K
3.13K $332K
ILCB
Ishares Morningstar U.S. Equit

ETFs
35
+ 0.22%
$78.43 - $84.56 $2.75K - $2.96K
15.8K $1.29M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
680
+ 4.45%
$41.09 - $45.94 $27.9K - $31.2K
16K $671K
MKL
Markel Corp

Financial Services
3
+ 1.78%
$1542.01 - $1785.11 $4.63K - $5.36K
172 $296K
INDI
Indie Semiconductor, Inc.

Technology
5.87K
+ 20.25%
$3.31 - $5.48 $19.4K - $32.2K
34.8K $141K
Jp Morgan Active Bond ETF
300K
New
N/A
300K $0
Vanguard Core Bond ETF
391K
New
N/A
391K $0
CGMS
Capital Grp Core Plus Income E
253K
New
N/A
253K $0
Blackrock Inc
3.41K
New
N/A
3.41K $0
Linde PLC
191
+ 5.28%
N/A
3.81K $0
Arista Networks Inc
17K
New
N/A
17K $0
SPGI
S&P Global Inc.

Financial Services
94
+ 3.73%
$480.36 - $529.17 $45.2K - $49.7K
2.61K $1.3M
PGR
Progressive Corp

Financial Services
255
+ 5.92%
$239.6 - $268.88 $61.1K - $68.6K
4.56K $1.09M
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
5.16K
+ 13.28%
N/A
44K $0
Activity Summary
Buys All Purchases 178 New Holdings 93 Increased Positions 85 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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