Abundance Wealth Counselors Closed Holding Positions

Abundance Wealth Counselors

  • $483 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
10
$115.26 - $132.96 $1.15K - $1.33K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2021 Filed on Jul 21, 2021
12
$400.61 - $428.06 $4.81K - $5.14K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
102
$29.04 - $42.41 $2.96K - $4.33K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2021 Filed on Jul 21, 2021
25
$24.07 - $27.84 $602 - $696
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
20
$65.68 - $87.38 $1.31K - $1.75K
BUZZ
Vaneck ETF Tr Vaneck Social Se
Q2 2021 Filed on Jul 21, 2021
100
N/A
BIOC
Biocept Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
20
$4.03 - $5.07 $80.6 - $101
MVIS
Microvision, Inc.

Technology
Q2 2021 Filed on Jul 21, 2021
200
$10.39 - $26.44 $2.08K - $5.29K
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
400
$1.04 - $1.5 $416 - $600
IGC
India Globalization Capital, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
400
$1.25 - $1.8 $500 - $720
XLK
Technology Sector Spdr

ETFs
Q2 2021 Filed on Jul 21, 2021
25
$131.31 - $147.82 $3.28K - $3.7K
RRGB
Red Robin Gourmet Burgers Inc

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
100
$30.0 - $37.84 $3K - $3.78K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
3
$156.14 - $181.1 $468 - $543
GSK
Gsk PLC

Healthcare
Q2 2021 Filed on Jul 21, 2021
100
$36.52 - $41.46 $3.65K - $4.15K
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2021 Filed on Jul 21, 2021
150
$10.97 - $12.74 $1.65K - $1.91K
Cubic Corp
Q2 2021 Filed on Jul 21, 2021
50
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2021 Filed on Jul 21, 2021
15
$111.82 - $131.12 $1.68K - $1.97K
PICK
Ishares Inc Msci Global Select

ETFs
Q2 2021 Filed on Jul 21, 2021
50
$42.55 - $50.98 $2.13K - $2.55K
OSUR
Orasure Technologies Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
500
$9.02 - $11.68 $4.51K - $5.84K
HRI
Herc Holdings Inc

Industrials
Q2 2021 Filed on Jul 21, 2021
33
$92.93 - $117.25 $3.07K - $3.87K
OCFC
Oceanfirst Financial Corp

Financial Services
Q2 2021 Filed on Jul 21, 2021
203
$20.36 - $23.97 $4.13K - $4.87K
BNED
Barnes & Noble Education, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
316
$6.47 - $10.01 $2.04K - $3.16K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
1,050
$4.56 - $5.71 $4.79K - $6K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
100
$15.21 - $20.65 $1.52K - $2.07K
JBGS
Jbg Smith Properties

Real Estate
Q2 2021 Filed on Jul 21, 2021
100
$30.81 - $34.96 $3.08K - $3.5K
OTTR
Otter Tail Corp

Utilities
Q2 2021 Filed on Jul 21, 2021
150
$45.98 - $49.79 $6.9K - $7.47K
MDXG
Mimedx Group, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
54
$9.02 - $12.72 $487 - $687
ET
Energy Transfer LP

Energy
Q2 2021 Filed on Jul 21, 2021
680
$7.8 - $11.35 $5.3K - $7.72K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
162
$37.35 - $40.51 $6.05K - $6.56K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
105
$58.32 - $64.02 $6.12K - $6.72K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
56
$88.06 - $100.5 $4.93K - $5.63K
PRA
Proassurance Corp

Financial Services
Q2 2021 Filed on Jul 21, 2021
321
$22.66 - $27.93 $7.27K - $8.97K
Akers Biosciences Inc
Q2 2021 Filed on Jul 21, 2021
32
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
41
$260.67 - $292.07 $10.7K - $12K
ASIX
Advan Six Inc.

Basic Materials
Q2 2021 Filed on Jul 21, 2021
4
$27.25 - $32.75 $109 - $131
REZI
Resideo Technologies, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
16
$26.68 - $32.62 $427 - $522
CARR
Carrier Global Corp

Industrials
Q2 2021 Filed on Jul 21, 2021
100
$42.02 - $48.71 $4.2K - $4.87K
VLGEA
Village Super Market Inc

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
270
$22.9 - $25.46 $6.18K - $6.87K
FR
First Industrial Realty Trust Inc

Real Estate
Q2 2021 Filed on Jul 21, 2021
190
$46.92 - $53.91 $8.91K - $10.2K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2021 Filed on Jul 21, 2021
10
$225.2 - $270.07 $2.25K - $2.7K
CI
Cigna Corp

Healthcare
Q2 2021 Filed on Jul 21, 2021
9
$231.97 - $266.91 $2.09K - $2.4K
Royal Dutch Shell PLC
Q2 2021 Filed on Jul 21, 2021
100
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q2 2021 Filed on Jul 21, 2021
500
$11.54 - $12.79 $5.77K - $6.4K
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
12
$197.15 - $220.2 $2.37K - $2.64K
CVS
Cvs Health Corp

Healthcare
Q2 2021 Filed on Jul 21, 2021
65
$73.79 - $89.81 $4.8K - $5.84K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
52
$73.78 - $107.52 $3.84K - $5.59K
SLP
Simulations Plus, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
40
$49.67 - $68.96 $1.99K - $2.76K
KSS
Kohls Corp

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
90
$50.49 - $64.06 $4.54K - $5.77K
GLW
Corning Inc

Technology
Q2 2021 Filed on Jul 21, 2021
198
$38.7 - $46.25 $7.66K - $9.16K
Track This Portfolio

Track Abundance Wealth Counselors Portfolio

Follow Abundance Wealth Counselors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abundance Wealth Counselors, based on Form 13F filings with the SEC.

News

Stay updated on Abundance Wealth Counselors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email