Allworth Financial LP Sells in Q4 2024

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
-61
- 10.29%
$481.22 - $551.8 $29.4K - $33.7K
532 $257K
FNDC
Schwab Fundamental Intl Small

ETFs
-856
- 28.87%
$33.92 - $38.03 $29K - $32.6K
2.11K $72K
PDN
Invesco Fd Tr

ETFs
-832
- 18.75%
$31.62 - $34.97 $26.3K - $29.1K
3.61K $114K
MGM
Mgm Resorts International

Consumer Cyclical
-182
- 2.36%
$33.44 - $41.99 $6.09K - $7.64K
7.52K $260K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1
- 0.06%
$62.74 - $97.24 $62.7 - $97.2
1.64K $123K
IWS
Ishares Russell Midcap Value E

ETFs
-227
- 6.55%
$128.08 - $140.32 $29.1K - $31.9K
3.24K $419K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-288
- 7.42%
$60.27 - $66.27 $17.4K - $19.1K
3.59K $219K
ROG
Rogers Corp

Technology
-1
- 0.03%
$99.39 - $112.62 $99.4 - $113
3.35K $340K
BBY
Best Buy CO Inc

Consumer Cyclical
-60
- 3.17%
$85.2 - $101.35 $5.11K - $6.08K
1.83K $157K
USO
United States Oil Fund, LP

ETFs
-727
- 24.23%
$69.66 - $79.2 $50.6K - $57.6K
2.27K $171K
IHE
Ishares Tr

ETFs
-423
- 22.83%
$65.15 - $71.86 $27.6K - $30.4K
1.43K $93K
STE
Steris PLC

Healthcare
-61
- 9.37%
$204.34 - $235.7 $12.5K - $14.4K
590 $121K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-202
- 56.42%
$174.04 - $205.27 $35.2K - $41.5K
156 $28K
TER
Teradyne, Inc

Technology
-218
- 27.18%
$102.58 - $133.62 $22.4K - $29.1K
584 $73K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-287
- 45.63%
$106.1 - $114.66 $30.5K - $32.9K
342 $36K
NGG
National Grid PLC

Utilities
-111
- 4.07%
$57.68 - $70.03 $6.4K - $7.77K
2.62K $155K
LNT
Alliant Energy Corp

Utilities
-546
- 54.22%
$56.24 - $63.63 $30.7K - $34.7K
461 $27K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-435
- 34.94%
$70.12 - $75.48 $30.5K - $32.8K
810 $57K
EXP
Eagle Materials Inc

Basic Materials
-5
- 0.64%
$246.48 - $315.29 $1.23K - $1.58K
777 $191K
CPRT
Copart Inc

Consumer Cyclical
-3.4K
- 10.49%
$51.36 - $63.8 $175K - $217K
29K $1.67M
HYD
Vaneck High Yield Muni ETF

ETFs
-607
- 35.19%
$51.09 - $53.06 $31K - $32.2K
1.12K $58K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-378
- 18.37%
$55.45 - $61.08 $21K - $23.1K
1.68K $93K
FTI
Technip Fmc PLC

Energy
-1.56K
- 31.11%
$25.16 - $31.95 $39.2K - $49.8K
3.45K $99K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-765
- 6.35%
$51.94 - $55.55 $39.7K - $42.5K
11.3K $601K
DEO
Diageo PLC

Consumer Defensive
-103
- 7.22%
$118.0 - $139.88 $12.2K - $14.4K
1.32K $168K
XRAY
Dentsply Sirona Inc.

Healthcare
-747
- 34.28%
$17.26 - $26.12 $12.9K - $19.5K
1.43K $27K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.74K
- 21.03%
$16.2 - $17.97 $28.1K - $31.2K
6.52K $111K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-445
- 3.03%
$52.19 - $52.87 $23.2K - $23.5K
14.2K $745K
IEF
Ishares Barclays

ETFs
-253
- 19.01%
$92.08 - $98.18 $23.3K - $24.8K
1.08K $99K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-472
- 35.46%
$45.73 - $51.84 $21.6K - $24.5K
859 $39K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-144
- 10.93%
$49.78 - $66.55 $7.17K - $9.58K
1.17K $58K
HEFA
Ishares Currency Hedged Msci E

ETFs
-778
- 28.78%
$34.42 - $35.88 $26.8K - $27.9K
1.93K $66K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-459
- 63.57%
$54.29 - $59.49 $24.9K - $27.3K
263 $14K
BBDC
Barings Bdc, Inc.

Financial Services
-2.52K
- 13.51%
$9.27 - $10.33 $23.3K - $26K
16.1K $154K
TFX
Teleflex Inc

Healthcare
-102
- 70.83%
$172.66 - $245.13 $17.6K - $25K
42 $7K
AES
Aes Corp

Utilities
-1.06K
- 54.57%
$12.44 - $20.24 $13.2K - $21.5K
884 $11K
IDV
Ishares Tr

ETFs
-842
- 52.2%
$27.03 - $29.92 $22.8K - $25.2K
771 $21K
NIO
Nio Inc.

Consumer Cyclical
-3.08K
- 50.31%
$4.31 - $7.21 $13.3K - $22.2K
3.05K $13K
KBH
Kb Home

Consumer Cyclical
-11
- 0.86%
$65.58 - $85.3 $721 - $938
1.27K $83K
IDYA
Ideaya Biosciences, Inc.

Healthcare
-789
- 87.67%
$24.79 - $31.98 $19.6K - $25.2K
111 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
-5.58K
- 35.42%
$2.01 - $3.44 $11.2K - $19.2K
10.2K $30K
PII
Polaris Inc.

Consumer Cyclical
-295
- 94.86%
$56.74 - $83.06 $16.7K - $24.5K
16 $0
ROLL
Rbc Bearings Inc

Industrials
-103
- 27.69%
N/A
269 $66K
ON
On Semiconductor Corp

Technology
-2
- 0.08%
$63.05 - $74.7 $126 - $149
2.55K $160K
SNN
Smith & Nephew PLC

Healthcare
-355
- 14.33%
$24.29 - $30.81 $8.62K - $10.9K
2.12K $52K
RGA
Reinsurance Group Of America Inc

Financial Services
-103
- 14.19%
$201.26 - $231.95 $20.7K - $23.9K
623 $133K
AVRE
American Centy ETF Tr Avantis
-25
- 0.54%
$41.03 - $46.91 $1.03K - $1.17K
4.59K $192K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-169
- 75.11%
$104.0 - $138.19 $17.6K - $23.4K
56 $6K
ARCC
Ares Capital Corp

Financial Services
-1.49K
- 17.7%
$20.74 - $22.27 $30.8K - $33.1K
6.91K $151K
Activity Summary
Buys All Purchases 2174 New Holdings 382 Increased Positions 1792 Sells All Sells 942 Reductions 942 Sold out 0 Options Calls 2 Puts 1
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