Altium Wealth Management LLC Sells in Q2 2022

Altium Wealth Management LLC

  • $1.39 Billion
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
-11.1K
- 50.58%
$25.88 - $25.95 $286K - $287K
10.8K $280K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-10.7K
- 44.65%
$26.16 - $26.71 $280K - $286K
13.3K $353K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-35.3K
- 20.3%
$5.74 - $6.41 $202K - $226K
138K $817K
XLI
Industrial Sector Spdr

ETFs
-2.53K
Closed
$85.56 - $102.18 $216K - $258K
0 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-4.27K
Closed
$51.05 - $61.81 $218K - $264K
0 $0
LBAI
Lakeland Bancorp Inc

Financial Services
-3.95K
- 6.08%
$14.51 - $16.68 $57.4K - $66K
61.1K $893K
IWS
Ishares Russell Midcap Value E

ETFs
-2.09K
Closed
$99.42 - $121.64 $207K - $254K
0 $0
ECL
Ecolab Inc.

Basic Materials
-1.41K
Closed
$145.63 - $183.62 $205K - $259K
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-3.23K
Closed
N/A
0 $0
ERIC
Ericsson Lm Telephone CO

Technology
-24.4K
- 66.5%
$7.3 - $9.66 $178K - $236K
12.3K $91K
SBNY
Signature Bank Corp

Financial Services
-828
Closed
$167.55 - $289.82 $139K - $240K
0 $0
TXT
Textron Inc

Industrials
-3.24K
Closed
$57.93 - $73.03 $187K - $236K
0 $0
NSC
Norfolk Southern Corp

Industrials
-326
- 11.45%
$221.47 - $269.82 $72.2K - $88K
2.52K $573K
VRSK
Verisk Analytics, Inc.

Industrials
-1.1K
Closed
$158.23 - $220.25 $174K - $243K
0 $0
CSAN
Cosan S.A.

Energy
-8.31K
- 40.32%
$13.6 - $20.46 $113K - $170K
12.3K $171K
NXPI
Nxp Semiconductors N.V.

Technology
-1.28K
Closed
$148.03 - $195.93 $189K - $250K
0 $0
CUK
Carnival PLC

Consumer Cyclical
-12.8K
Closed
$7.9 - $18.46 $101K - $237K
0 $0
VIG
Vanguard Dividend Appreciation

ETFs
-980
- 20.17%
N/A
3.88K $556K
MRNA
Moderna, Inc.

Healthcare
-593
- 12.84%
$117.13 - $176.59 $69.5K - $105K
4.03K $575K
L
Loews Corp

Financial Services
-3.35K
Closed
$56.9 - $67.36 $191K - $226K
0 $0
MO
Altria Group, Inc.

Consumer Defensive
-1.66K
- 12.07%
$41.5 - $56.57 $68.8K - $93.7K
12.1K $504K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.44K
Closed
$37.88 - $48.01 $168K - $213K
0 $0
BDX
Becton Dickinson & CO

Healthcare
-782
Closed
$234.74 - $275.42 $184K - $215K
0 $0
MBB
Ishares Tr

ETFs
-2.04K
Closed
$94.4 - $101.46 $192K - $207K
0 $0
TER
Teradyne, Inc

Technology
-1.71K
Closed
$86.95 - $118.94 $149K - $204K
0 $0
BX
Blackstone Inc.

Financial Services
-177
- 3.38%
$89.68 - $130.57 $15.9K - $23.1K
5.05K $461K
ALLE
Allegion PLC

Industrials
-1.84K
Closed
$95.08 - $119.2 $175K - $219K
0 $0
AMP
Ameriprise Financial Inc

Financial Services
-32
- 1.03%
$235.1 - $300.84 $7.52K - $9.63K
3.07K $729K
CNP
Centerpoint Energy Inc

Utilities
-6.57K
Closed
$27.4 - $32.75 $180K - $215K
0 $0
XLV
Select Sector Spdr Fund Health

ETFs
-1.16K
- 22.99%
$119.89 - $142.83 $139K - $165K
3.88K $497K
IVW
Ishares S&P 500 Growth ETF

ETFs
-576
- 5.95%
$58.13 - $77.8 $33.5K - $44.8K
9.11K $550K
E
Eni Spa

Energy
-3.3K
- 16.52%
$23.81 - $31.29 $78.7K - $103K
16.7K $398K
CSX
Csx Corp

Industrials
-898
- 4.75%
$28.71 - $36.3 $25.8K - $32.6K
18K $523K
AMGN
Amgen Inc

Healthcare
-762
- 14.37%
$230.71 - $256.74 $176K - $196K
4.54K $1.11M
MAR
Marriott International Inc

Consumer Cyclical
-67
- 1.69%
$133.06 - $190.3 $8.92K - $12.8K
3.9K $530K
WPP
Wpp PLC

Communication Services
-258
- 2.55%
$48.25 - $66.36 $12.4K - $17.1K
9.84K $498K
RYAAY
Ryanair Holdings PLC

Industrials
-994
- 20.55%
$66.59 - $95.88 $66.2K - $95.3K
3.84K $258K
XLE
Energy Sector Spdr

ETFs
-1.3K
- 9.86%
$70.66 - $92.28 $92.1K - $120K
11.9K $852K
NUE
Nucor Corp

Basic Materials
-438
- 17.26%
$104.41 - $175.59 $45.7K - $76.9K
2.1K $219K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 0.1%
$144.34 - $178.7 $1.44K - $1.79K
9.78K $1.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
-18
- 0.26%
$140.99 - $168.41 $2.54K - $3.03K
6.93K $1M
CRTO
Criteo S.A.

Communication Services
-3.18K
- 13.17%
$23.5 - $27.78 $74.8K - $88.4K
21K $512K
IBML
Ishares Tr Ibonds Dec 2023 Ter

ETFs
-5.68K
- 25.39%
$25.31 - $25.54 $144K - $145K
16.7K $426K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-814
- 12.33%
$52.03 - $69.43 $42.4K - $56.5K
5.79K $313K
NICE
Nice Ltd.

Technology
-405
- 17.24%
$182.69 - $232.83 $74K - $94.3K
1.94K $374K
NOK
Nokia Corp

Technology
-5.59K
- 4.52%
$4.57 - $5.59 $25.5K - $31.2K
118K $544K
XLY
Select Sector Spdr Consumer Di

ETFs
-276
- 14.78%
$134.63 - $189.39 $37.2K - $52.3K
1.59K $219K
BK
Bank Of New York Mellon Corp

Financial Services
-652
- 5.28%
$40.6 - $49.51 $26.5K - $32.3K
11.7K $488K
New Relic Inc
-30K
- 7.23%
N/A
385K $372K
Activity Summary
Buys All Purchases 206 New Holdings 22 Increased Positions 184 Sells All Sells 158 Reductions 133 Sold out 25 Options Calls 0 Puts 0
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