Cape Investment Advisory, Inc. Sells in Q2 2024

Cape Investment Advisory, Inc.

  • $223 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-546
- 31.29%
$30.84 - $40.19 $16.8K - $21.9K
1.2K $37M
BLK
Black Rock Inc.

Financial Services
-21
- 6.14%
$747.3 - $826.77 $15.7K - $17.4K
321 $253M
UBER
Uber Technologies, Inc

Technology
-400
- 67.45%
$63.52 - $77.16 $25.4K - $30.9K
193 $14M
VTI
Vanguard Total Stock Market Et

ETFs
-151
- 11.24%
$245.23 - $269.4 $37K - $40.7K
1.19K $319M
VLO
Valero Energy Corp

Energy
-171
- 93.44%
$148.38 - $183.39 $25.4K - $31.4K
12 $1.88M
PANW
Palo Alto Networks Inc

Technology
-100
- 91.74%
$265.2 - $340.82 $26.5K - $34.1K
9 $3.05M
ALB
Albemarle Corp

Basic Materials
-204
- 91.07%
$92.77 - $135.46 $18.9K - $27.6K
20 $1.93M
TSLA
Tesla, Inc.

Consumer Cyclical
-324
- 19.38%
$142.05 - $197.88 $46K - $64.1K
1.35K $267M
EIX
Edison International

Utilities
-443
- 9.74%
$66.81 - $76.85 $29.6K - $34K
4.1K $295M
AZZ
Azz Inc

Industrials
-345
- 60.85%
$71.49 - $85.46 $24.7K - $29.5K
222 $17.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-264
- 24.26%
$100.13 - $100.67 $26.4K - $26.6K
824 $83M
FXI
Ishares Tr

ETFs
-1.26K
- 30.71%
$23.65 - $29.33 $29.9K - $37.1K
2.85K $74.1M
FMX
Mexican Economic Development Inc

Consumer Defensive
-167
- 57.59%
$105.82 - $129.65 $17.7K - $21.7K
123 $13.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-219
- 48.34%
$104.54 - $108.46 $22.9K - $23.8K
234 $25.1M
AB
Alliancebernstein Holding L.P.

Financial Services
-671
- 41.57%
$32.34 - $34.98 $21.7K - $23.5K
943 $31.9M
MAS
Masco Corp

Industrials
-291
- 76.58%
$65.48 - $77.9 $19.1K - $22.7K
89 $5.93M
CRL
Charles River Laboratories International, Inc.

Healthcare
-51
- 26.42%
$206.39 - $268.73 $10.5K - $13.7K
142 $29.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
-274
- 94.16%
$77.99 - $80.49 $21.4K - $22.1K
17 $1.36M
WM
Waste Management Inc

Industrials
-104
- 36.75%
$200.55 - $213.34 $20.9K - $22.2K
179 $38.3M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-586
- 54.06%
$34.12 - $36.71 $20K - $21.5K
498 $17.7M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.42K
- 12.53%
$21.7 - $23.46 $30.8K - $33.3K
9.9K $222M
C
Citigroup Inc

Financial Services
-330
- 25.82%
$57.02 - $64.74 $18.8K - $21.4K
948 $60.2M
T
At&T Inc.

Communication Services
-1.84K
- 18.88%
$16.09 - $19.11 $29.7K - $35.2K
7.92K $151M
USRT
Ishares Core U.S. Reit ETF

ETFs
-373
- 41.68%
$49.35 - $53.7 $18.4K - $20K
522 $27.9M
IIPR
Innovative Industrial Properties Inc

Real Estate
-240
- 21.86%
$93.62 - $113.93 $22.5K - $27.3K
858 $93.7M
ALLE
Allegion PLC

Industrials
-105
- 23.23%
$114.65 - $133.88 $12K - $14.1K
347 $41M
HES
Hess Corp

Energy
-125
- 52.97%
$143.33 - $163.13 $17.9K - $20.4K
111 $16.4M
VO
Vanguard Mid Cap ETF

ETFs
-63
- 11.23%
$234.99 - $248.98 $14.8K - $15.7K
498 $121M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-137
- 71.35%
$109.48 - $136.66 $15K - $18.7K
55 $6.93M
XLF
Financial Sector Spdr

ETFs
-320
- 5.45%
$39.59 - $42.49 $12.7K - $13.6K
5.55K $228M
TGT
Target Corp

Consumer Defensive
-78
- 31.58%
$141.16 - $177.82 $11K - $13.9K
169 $25M
LAMR
Lamar Advertising CO

Real Estate
-153
- 5.99%
$110.64 - $121.82 $16.9K - $18.6K
2.4K $287M
IXC
Ishares Tr Global Energy ETF

ETFs
-415
- 95.84%
$39.86 - $44.76 $16.5K - $18.6K
18 $747K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-120
- 70.18%
$106.25 - $130.01 $12.8K - $15.6K
51 $5.54M
INGR
Ingredion Inc

Consumer Defensive
-135
- 23.36%
$110.13 - $121.37 $14.9K - $16.4K
443 $50.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-343
- 25.22%
$44.66 - $45.99 $15.3K - $15.8K
1.02K $46.3M
HE
Hawaiian Electric Industries Inc

Utilities
-1.18K
- 47.43%
$9.01 - $11.8 $10.6K - $13.9K
1.31K $11.8M
FANG
Diamondback Energy, Inc.

Energy
-83
- 27.12%
$185.97 - $208.26 $15.4K - $17.3K
223 $44.6M
VAW
Vanguard Materials ETF

ETFs
-39
- 5.8%
$192.63 - $204.63 $7.51K - $7.98K
633 $122M
KR
Kroger CO

Consumer Defensive
-175
- 19.25%
$49.37 - $57.82 $8.64K - $10.1K
734 $36.6M
GM
General Motors CO

Consumer Cyclical
-337
- 47.13%
$42.37 - $48.86 $14.3K - $16.5K
378 $17.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-429
- 33.36%
$33.83 - $35.94 $14.5K - $15.4K
857 $30.5M
AGNC
Agnc Investment Corp.

Real Estate
-1.27K
- 27.18%
$8.96 - $9.9 $11.4K - $12.6K
3.41K $32.5M
AVUV
American Centy ETF Tr Avantis

ETFs
-96
- 7.74%
$86.93 - $93.77 $8.35K - $9K
1.15K $103M
EQH
Equitable Holdings, Inc.

Financial Services
-408
- 36.82%
$35.63 - $41.5 $14.5K - $16.9K
700 $28.6M
XLI
Industrial Sector Spdr

ETFs
-104
- 87.39%
$120.47 - $125.94 $12.5K - $13.1K
15 $1.83M
VDC
Vanguard Consumer Staples ETF

ETFs
-55
- 3.18%
$194.57 - $209.07 $10.7K - $11.5K
1.67K $340M
MP
Mp Materials Corp.

Basic Materials
-900
- 99.23%
$12.28 - $18.42 $11.1K - $16.6K
7 $89K
AZO
Autozone Inc

Consumer Cyclical
-4
- 80.0%
$2739.1 - $3170.04 $11K - $12.7K
1 $2.96M
Activity Summary
Buys All Purchases 317 New Holdings 64 Increased Positions 253 Sells All Sells 238 Reductions 238 Sold out 0 Options Calls 0 Puts 0
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