Canopy Partners, LLC Sells in Q4 2024

Canopy Partners, LLC

  • $262 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-2.49K
- 1.84%
$70.06 - $77.43 $174K - $192K
132K $9.3B
IEMG
Ishares Inc

ETFs
-5.17K
- 5.59%
N/A
87.3K $4.56B
IEF
Ishares Barclays

ETFs
-4.73K
- 35.48%
$92.08 - $98.18 $435K - $464K
8.6K $795M
AMD
Advanced Micro Devices Inc

Technology
-1.37K
- 34.41%
$118.88 - $172.8 $163K - $237K
2.62K $316M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-765
- 2.38%
$60.13 - $67.31 $46K - $51.5K
31.4K $1.91B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.95K
- 3.78%
$87.25 - $95.52 $257K - $281K
75K $6.63B
NVO
Novo Nordisk A S

Healthcare
-88
- 1.33%
$85.0 - $120.04 $7.48K - $10.6K
6.55K $563M
PFE
Pfizer Inc

Healthcare
-4.8K
- 13.88%
$24.8 - $30.19 $119K - $145K
29.8K $790M
TGT
Target Corp

Consumer Defensive
-225
- 3.51%
$121.59 - $160.69 $27.4K - $36.2K
6.19K $836M
DHR
Danaher Corp

Healthcare
-11
- 0.34%
$226.16 - $274.52 $2.49K - $3.02K
3.25K $747M
AMT
American Tower Corp

Real Estate
-225
- 12.16%
$179.4 - $232.01 $40.4K - $52.2K
1.63K $298M
IWM
Ishares Russell 2000 ETF

ETFs
-577
- 10.49%
$216.13 - $242.4 $125K - $140K
4.92K $1.09B
EFG
Msci Eafe Growth ETF

ETFs
-60
- 0.61%
$96.83 - $106.88 $5.81K - $6.41K
9.79K $948M
LRLCY
L'Oreal CO Adr

Consumer Defensive
-75
- 1.41%
$67.63 - $86.97 $5.07K - $6.52K
5.23K $368M
AMAT
Applied Materials Inc

Technology
-11
- 0.41%
$161.44 - $213.89 $1.78K - $2.35K
2.64K $429M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-102
- 2.05%
$81.7 - $100.47 $8.33K - $10.2K
4.87K $398M
SBUX
Starbucks Corp

Consumer Cyclical
-3
- 0.02%
$87.44 - $102.5 $262 - $308
12.9K $1.18B
XOM
Exxon Mobil Corp

Energy
-223
- 4.08%
$105.51 - $125.37 $23.5K - $28K
5.25K $564M
QCOM
Qualcomm Inc

Technology
-45
- 1.18%
$150.4 - $178.04 $6.77K - $8.01K
3.78K $580M
TXN
Texas Instruments Inc

Technology
-63
- 2.15%
N/A
2.87K $538M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-203
- 0.36%
$49.79 - $51.14 $10.1K - $10.4K
56.4K $2.83B
UMC
United Microelectronics Corp

Technology
-2.03K
- 7.58%
$6.34 - $8.35 $12.9K - $17K
24.8K $161M
AZN
Astrazeneca PLC

Healthcare
-28
- 0.56%
$63.2 - $79.58 $1.77K - $2.23K
4.96K $325M
UNICY
Unicharm Corp Sponsored Adr (J

Consumer Defensive
-330
- 1.84%
$4.03 - $7.19 $1.33K - $2.37K
17.6K $71M
Anz Group Holdings LTD F Unsponsored Adr
-189
- 1.5%
N/A
12.4K $218M
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
-48
- 0.62%
$34.24 - $40.64 $1.64K - $1.95K
7.72K $269M
NABZY
Natl Australia Bk LTD Ads5

Financial Services
-436
- 1.8%
$11.41 - $13.32 $4.97K - $5.81K
23.7K $271M
ING
Ing Groep Nv

Financial Services
-46
- 0.3%
$15.1 - $17.73 $695 - $816
15.3K $240M
KB
Kb Financial Group Inc.

Financial Services
-41
- 0.59%
$56.9 - $72.19 $2.33K - $2.96K
6.94K $395M
GD
General Dynamics Corp

Industrials
-4
- 0.52%
$260.28 - $314.03 $1.04K - $1.26K
771 $203M
IVW
Ishares S&P 500 Growth ETF

ETFs
-968
- 8.22%
$94.43 - $105.47 $91.4K - $102K
10.8K $1.1B
RY
Royal Bank Of Canada

Financial Services
-114
- 3.89%
$119.72 - $128.02 $13.6K - $14.6K
2.82K $340M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
-132
- 2.45%
$47.87 - $54.42 $6.32K - $7.18K
5.26K $260M
HEFA
Ishares Currency Hedged Msci E

ETFs
-310
- 2.52%
$34.42 - $35.88 $10.7K - $11.1K
12K $416M
ETN
Eaton Corp PLC

Industrials
-56
- 2.28%
$326.96 - $377.52 $18.3K - $21.1K
2.41K $798M
PH
Parker Hannifin Corp

Industrials
-27
- 7.09%
$621.74 - $709.46 $16.8K - $19.2K
354 $225M
RTX
Raytheon Technologies Corp

Industrials
-12
- 0.55%
$114.45 - $127.21 $1.37K - $1.53K
2.18K $252M
RSG
Republic Services, Inc.

Industrials
-66
- 2.95%
$198.0 - $218.75 $13.1K - $14.4K
2.17K $437M
STN
Stantec Inc

Industrials
-70
- 2.53%
$78.45 - $87.5 $5.49K - $6.13K
2.69K $211M
TKOMY
Tokio Marine Holdings, Inc. Sp

Financial Services
-117
- 2.06%
$34.9 - $39.36 $4.08K - $4.61K
5.57K $200M
IBN
Icici Bank LTD

Financial Services
-188
- 1.31%
$28.69 - $31.9 $5.39K - $6K
14.2K $424M
ZURVY
Zurich Insurance Grp LTD Spons

Financial Services
-60
- 0.79%
$29.2 - $31.87 $1.75K - $1.91K
7.56K $224M
IVV
Ishares Core S&P 500 ETF

ETFs
-59
- 2.37%
$570.51 - $610.59 $33.7K - $36K
2.43K $1.43B
CMWAY
Commonwealth Bk Of Australia S

Financial Services
-53
- 1.63%
$90.93 - $104.98 $4.82K - $5.56K
3.19K $306M
AACAY
Aac Technologies Holdings Inc

Technology
-1.5K
- 6.49%
$3.7 - $5.0 $5.53K - $7.48K
21.5K $102M
SAP
Sap Se

Technology
-14
- 0.86%
$218.13 - $255.54 $3.05K - $3.58K
1.61K $397M
TRGP
Targa Resources Corp.

Energy
-26
- 1.79%
$150.58 - $207.69 $3.92K - $5.4K
1.43K $255M
BA
Boeing CO

Industrials
-9
- 0.5%
$138.14 - $180.72 $1.24K - $1.63K
1.8K $318M
EW
Edwards Lifesciences Corp

Healthcare
-176
- 2.3%
$64.54 - $75.92 $11.4K - $13.4K
7.48K $553M
Activity Summary
Buys All Purchases 133 New Holdings 19 Increased Positions 114 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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