Abound Wealth Management Sells in Q4 2024

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DVA
Davita Inc.

Healthcare
-5
- 17.86%
$139.81 - $167.96 $699 - $840
23 $3.44M
ABC
Amerisourcebergen Corp

Healthcare
-5
- 7.69%
N/A
60 $13.6M
MCO
Moodys Corp

Financial Services
-2
- 5.13%
$454.04 - $500.88 $908 - $1K
37 $17.5M
EOG
Eog Resources Inc

Energy
-9
- 9.38%
$118.22 - $136.54 $1.06K - $1.23K
87 $10.7M
EFX
Equifax Inc

Industrials
-1
- 5.0%
$245.03 - $293.5 $245 - $294
19 $4.79M
MO
Altria Group, Inc.

Consumer Defensive
-23
- 20.18%
$49.06 - $57.74 $1.13K - $1.33K
91 $4.75M
HRL
Hormel Foods Corp

Consumer Defensive
-32
- 27.59%
$29.21 - $33.55 $935 - $1.07K
84 $2.63M
MOS
Mosaic CO

Basic Materials
-39
- 90.7%
$23.87 - $28.34 $931 - $1.11K
4 $101K
CI
Cigna Corp

Healthcare
-3
- 50.0%
$265.59 - $358.58 $797 - $1.08K
3 $887K
IR
Ingersoll Rand Inc.

Industrials
-6
- 10.0%
$90.46 - $105.35 $543 - $632
54 $4.89M
GIS
General Mills Inc

Consumer Defensive
-2
- 2.53%
$62.78 - $74.62 $126 - $149
77 $4.92M
CFG
Citizens Financial Group Inc

Financial Services
-27
- 27.55%
$39.92 - $48.46 $1.08K - $1.31K
71 $3.11M
KMX
Carmax Inc

Consumer Cyclical
-12
- 92.31%
$71.11 - $87.2 $853 - $1.05K
1 $82K
FFIV
F5, Inc.

Technology
-5
- 45.45%
$213.56 - $263.36 $1.07K - $1.32K
6 $1.47M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 11.11%
$1023.06 - $1220.93 $1.02K - $1.22K
8 $8.95M
WTW
Willis Towers Watson PLC

Financial Services
-5
- 13.89%
$287.99 - $332.53 $1.44K - $1.66K
31 $9.71M
MP
Mp Materials Corp.

Basic Materials
-49
- 81.67%
$15.6 - $23.11 $764 - $1.13K
11 $172K
ROL
Rollins Inc

Consumer Cyclical
-12
- 16.67%
$46.35 - $51.59 $556 - $619
60 $2.78M
ABNB
Airbnb, Inc.

Consumer Cyclical
-124
- 3.69%
$125.36 - $147.37 $15.5K - $18.3K
3.23K $425M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3
- 10.71%
$82.28 - $117.52 $247 - $353
25 $2.12M
IEX
Idex Corp

Industrials
-2
- 2.47%
$202.75 - $236.06 $406 - $472
79 $16.5M
Labcorp Holdings Inc
-5
- 5.26%
N/A
90 $20.5M
MTCH
Match Group, Inc.

Communication Services
-8
- 8.16%
$30.29 - $38.64 $242 - $309
90 $2.94M
HPE
Hewlett Packard Enterprise CO

Technology
-55
- 11.78%
$19.31 - $23.95 $1.06K - $1.32K
412 $8.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5
- 45.45%
$27.54 - $83.04 $138 - $415
6 $159K
CBRE
Cbre Group, Inc.

Real Estate
-11
- 9.91%
$119.22 - $140.71 $1.31K - $1.55K
100 $13.1M
BHP
Bhp Group LTD

Basic Materials
-4
- 10.26%
$48.78 - $62.43 $195 - $250
35 $1.71M
MSI
Motorola Solutions, Inc.

Technology
-2
- 5.88%
$449.08 - $504.6 $898 - $1.01K
32 $14.6M
AME
Ametek Inc

Industrials
-6
- 13.64%
$165.89 - $197.38 $995 - $1.18K
38 $6.85M
LCID
Lucid Group, Inc.

Consumer Cyclical
-35
- 3.38%
$2.01 - $3.44 $70.4 - $120
1K $3.02M
DOV
Dover Corp

Industrials
-3
- 25.0%
$184.72 - $206.51 $554 - $620
9 $1.69M
AEE
Ameren Corp

Utilities
-7
- 21.21%
$85.81 - $94.98 $601 - $665
26 $2.32M
EXC
Exelon Corp

Utilities
-1
- 0.6%
$36.22 - $40.97 $36.2 - $41
165 $6.19M
SRE
Sempra Energy

Utilities
-13
- 8.9%
$80.81 - $94.77 $1.05K - $1.23K
133 $11.7M
SHG
Shinhan Financial Group CO LTD

Financial Services
-6
- 16.67%
N/A
30 $987K
FE
Firstenergy Corp

Utilities
-5
- 6.85%
$39.14 - $44.52 $196 - $223
68 $2.71M
CHTR
Charter Communications, Inc.

Communication Services
-3
- 15.0%
$315.38 - $408.02 $946 - $1.22K
17 $5.79M
TER
Teradyne, Inc

Technology
-2
- 7.14%
$102.58 - $133.62 $205 - $267
26 $3.27M
AIG
American International Group, Inc.

Financial Services
-5
- 2.58%
$70.0 - $79.22 $350 - $396
189 $13.7M
WF
Woori Financial Group Inc.

Financial Services
-6
- 11.11%
$31.21 - $37.04 $187 - $222
48 $1.5M
SCCO
Southern Copper Corp

Basic Materials
-2
- 20.0%
$91.13 - $117.95 $182 - $236
8 $730K
ZBRA
Zebra Technologies Corp

Technology
-2
- 9.09%
$360.09 - $411.94 $720 - $824
20 $7.73M
IX
Orix Corp

Financial Services
-3
- 33.33%
$104.38 - $117.09 $313 - $351
6 $638K
BCPC
Balchem Corp

Basic Materials
-2
- 66.67%
$163.0 - $183.41 $326 - $367
1 $163K
SPXC
Spx Corp

Industrials
-2
- 50.0%
$143.2 - $181.56 $286 - $363
2 $292K
NSIT
Insight Enterprises Inc

Technology
-1
- 33.33%
$149.61 - $224.73 $150 - $225
2 $305K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-64
- 9.16%
$77.25 - $91.3 $4.94K - $5.84K
635 $54.2M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-9
- 47.37%
$30.82 - $34.31 $277 - $309
10 $313K
WGO
Winnebago Industries Inc

Consumer Cyclical
-5
- 55.56%
$45.96 - $65.1 $230 - $326
4 $192K
Activity Summary
Buys All Purchases 361 New Holdings 68 Increased Positions 293 Sells All Sells 319 Reductions 318 Sold out 1 Options Calls 0 Puts 0
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