Beverly Hills Private Wealth, LLC Sells in Q4 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALLY
Ally Financial Inc.

Financial Services
-81
- 1.32%
$34.12 - $39.98 $2.76K - $3.24K
6.04K $218M
USB
Us Bancorp \De\

Financial Services
-303
- 4.42%
$43.98 - $53.66 $13.3K - $16.3K
6.55K $313M
MFC
Manulife Financial Corp

Financial Services
-586
- 3.63%
$29.21 - $32.87 $17.1K - $19.3K
15.6K $478M
TRV
Travelers Companies, Inc.

Financial Services
-65
- 2.44%
$225.97 - $266.66 $14.7K - $17.3K
2.6K $625M
ENB
Enbridge Inc

Energy
-788
- 3.96%
$40.4 - $43.92 $31.8K - $34.6K
19.1K $810M
DRI
Darden Restaurants Inc

Consumer Cyclical
-251
- 11.39%
$155.96 - $188.66 $39.1K - $47.4K
1.95K $364M
PAYX
Paychex Inc

Industrials
-645
- 4.0%
$135.86 - $148.73 $87.6K - $95.9K
15.5K $2.17B
WMB
Williams Companies, Inc.

Energy
-644
- 11.09%
$46.37 - $59.74 $29.9K - $38.5K
5.16K $279M
BCS
Barclays PLC

Financial Services
-236
- 1.48%
$11.65 - $13.67 $2.75K - $3.23K
15.7K $208M
WBS
Webster Financial Corp

Financial Services
-669
- 10.35%
$44.33 - $62.82 $29.7K - $42K
5.8K $320M
TM
Toyota Motor Corp

Consumer Cyclical
-11
- 0.8%
$169.2 - $199.52 $1.86K - $2.19K
1.36K $265M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-386
- 2.64%
$12.27 - $15.41 $4.74K - $5.95K
14.2K $206M
GATX
Gatx Corp

Industrials
-457
- 11.02%
$128.5 - $165.82 $58.7K - $75.8K
3.69K $572M
SNA
Snap On Inc

Industrials
-165
- 10.42%
$285.44 - $371.35 $47.1K - $61.3K
1.42K $482M
Ftai Aviation LTD
-911
- 6.46%
N/A
13.2K $1.9B
CINF
Cincinnati Financial Corp

Financial Services
-369
- 3.53%
$132.86 - $160.16 $49K - $59.1K
10.1K $1.45B
C
Citigroup Inc

Financial Services
-119
- 2.36%
$61.31 - $72.5 $7.3K - $8.63K
4.91K $346M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-313
- 1.3%
$9.95 - $12.23 $3.11K - $3.83K
23.8K $279M
EMR
Emerson Electric CO

Industrials
-101
- 3.13%
$108.13 - $134.33 $10.9K - $13.6K
3.13K $388M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-17
- 1.08%
$370.24 - $418.94 $6.29K - $7.12K
1.56K $626M
BMY
Bristol Myers Squibb CO

Healthcare
-20
- 0.25%
$51.92 - $59.94 $1.04K - $1.2K
7.85K $444M
AROC
Archrock, Inc.

Energy
-4.33K
- 13.71%
$19.92 - $26.66 $86.2K - $115K
27.2K $677M
DIS
Walt Disney CO

Communication Services
-22
- 0.61%
$92.39 - $117.6 $2.03K - $2.59K
3.58K $399M
HON
Honeywell International Inc

Industrials
-296
- 4.52%
$202.84 - $236.0 $60K - $69.9K
6.25K $1.41B
QFIN
360 Digi Tech, Inc.

Financial Services
-21
- 0.3%
$29.37 - $39.79 $617 - $836
7.01K $269M
NFLX
Netflix Inc

Communication Services
-8
- 2.02%
$687.65 - $936.56 $5.5K - $7.49K
389 $347M
RJF
Raymond James Financial Inc

Financial Services
-371
- 9.14%
$123.0 - $170.1 $45.6K - $63.1K
3.69K $573M
CRM
Salesforce, Inc.

Technology
-65
- 3.94%
$270.87 - $367.87 $17.6K - $23.9K
1.58K $530M
YPF
Ypf Sociedad Anonima

Energy
-5.46K
- 34.74%
$21.67 - $44.88 $118K - $245K
10.3K $436M
PAM
Pampa Energy Inc.

Utilities
-44
- 1.09%
$59.98 - $91.79 $2.64K - $4.04K
4.01K $352M
BMA
Macro Bank Inc.

Financial Services
-357
- 7.73%
$65.0 - $106.83 $23.2K - $38.1K
4.26K $412M
MA
Mastercard Inc

Financial Services
-34
- 0.8%
$491.3 - $536.15 $16.7K - $18.2K
4.23K $2.23B
AXP
American Express CO

Financial Services
-222
- 2.87%
$267.35 - $305.57 $59.4K - $67.8K
7.52K $2.23B
GGAL
Grupo Financiero Galicia Sa

Financial Services
-89
- 1.23%
$41.94 - $68.72 $3.73K - $6.12K
7.18K $447M
SHOP
Shopify Inc.

Technology
-111
- 1.76%
$78.14 - $119.49 $8.67K - $13.3K
6.19K $659M
CSCO
Cisco Systems, Inc.

Technology
-1.63K
- 3.06%
$52.45 - $60.02 $85.3K - $97.6K
51.5K $3.05B
WMT
Walmart Inc.

Consumer Defensive
-801
- 2.28%
$79.1 - $95.7 $63.4K - $76.7K
34.4K $3.11B
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-3.58K
- 1.64%
$11.18 - $13.68 $40K - $48.9K
215K $2.73B
AVGO
Broadcom Inc.

Technology
-5.79K
- 16.06%
$159.67 - $250.0 $925K - $1.45M
30.3K $7.02B
NVDA
Nvidia Corp

Technology
-1.98K
- 1.88%
$117.0 - $148.88 $231K - $294K
103K $13.8B
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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