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
VZ
Verizon Communications Inc

Communication Services
-2.26K
- 6.97%
$46.23 - $55.01 $104K - $124K
30.1K $1.53M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-45
- 0.86%
$81.75 - $104.79 $3.68K - $4.72K
5.18K $423K
PHG
Koninklijke Philips Nv

Healthcare
-685
- 5.84%
$20.44 - $31.35 $14K - $21.5K
11K $238K
CRH
Crh Public LTD CO

Basic Materials
-1.21K
- 8.18%
$34.31 - $42.48 $41.5K - $51.4K
13.6K $473K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-4.38K
- 20.26%
$25.67 - $26.04 $112K - $114K
17.2K $448K
MFG
Mizuho Financial Group Inc

Financial Services
-13.8K
- 5.47%
$2.16 - $2.63 $29.8K - $36.2K
238K $534K
AEG
Aegon Nv

Financial Services
-1
- -0.0%
$4.36 - $5.83 $4.36 - $5.83
122K $536K
VBR
Vanguard Small Cap Value ETF

ETFs
-324
- 14.09%
$146.67 - $178.24 $47.5K - $57.7K
1.98K $296K
EQNR
Equinor Asa

Energy
-876
- 3.11%
$32.31 - $39.0 $28.3K - $34.2K
27.3K $949K
OMC
Omnicom Group Inc.

Communication Services
-33
- 0.67%
$62.03 - $84.42 $2.05K - $2.79K
4.93K $314K
Pure Storage Inc
-20K
- 6.15%
N/A
305K $342K
TIP
Ishares Tr Tips Bd ETF

ETFs
-520
- 18.42%
$113.44 - $123.09 $59K - $64K
2.3K $262K
PCOR
Procore Technologies, Inc.

Technology
-66
- 0.96%
$40.57 - $60.6 $2.68K - $4K
6.79K $308K
SAN
Banco Santander, S.A.

Financial Services
-11.8K
- 12.68%
$2.7 - $3.49 $31.7K - $41K
80.9K $227K
CE
Celanese Corp

Basic Materials
-46
- 1.48%
$117.61 - $161.3 $5.41K - $7.42K
3.06K $360K
NYCBPRU
New York Community Cap Tr V Pf
-650
- 9.06%
N/A
6.53K $302K
BCS
Barclays PLC

Financial Services
-7.08K
- 8.54%
$7.15 - $8.74 $50.6K - $61.9K
75.8K $576K
CCI
Crown Castle International Corp

Real Estate
-189
- 6.93%
$154.99 - $198.02 $29.3K - $37.4K
2.54K $428K
BR
Broadridge Financial Solutions, Inc.

Technology
-6
- 0.09%
$133.41 - $160.84 $800 - $965
6.92K $986K
TS
Tenaris Sa

Energy
-1.21K
- 12.57%
$25.51 - $34.53 $30.8K - $41.6K
8.39K $215K
WNS
Wns (Holdings) LTD

Technology
-129
- 2.87%
$68.48 - $88.53 $8.83K - $11.4K
4.37K $326K
LYG
Lloyds Banking Group PLC

Financial Services
-7.98K
- 5.46%
$2.02 - $2.46 $16.1K - $19.6K
138K $282K
VBK
Vanguard Small Cap Growth ETF

ETFs
-37
- 2.97%
$188.16 - $253.27 $6.96K - $9.37K
1.21K $238K
BP
Bp PLC

Energy
-513
- 0.99%
$27.36 - $34.19 $14K - $17.5K
51.2K $1.45M
Vishay Intertechnology Inc
-35K
- 8.86%
N/A
360K $340K
HDV
Ishares Core High Dividend ETF

ETFs
-311
- 5.45%
$97.13 - $109.92 $30.2K - $34.2K
5.4K $542K
CME
Cme Group Inc.

Financial Services
-101
- 7.37%
$188.48 - $244.3 $19K - $24.7K
1.27K $260K
TRGP
Targa Resources Corp.

Energy
-13
- 0.32%
$58.14 - $80.63 $756 - $1.05K
4.06K $242K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.8K
- 5.23%
$14.57 - $17.56 $26.2K - $31.6K
32.6K $508K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-774
- 6.89%
$15.24 - $20.97 $11.8K - $16.2K
10.5K $169K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-95
- 2.72%
$91.51 - $110.2 $8.69K - $10.5K
3.39K $320K
PSO
Pearson PLC

Communication Services
-1.97K
- 3.69%
$8.92 - $10.29 $17.6K - $20.3K
51.5K $475K
EL
Estee Lauder Companies Inc

Consumer Defensive
-77
- 3.54%
$229.13 - $278.62 $17.6K - $21.5K
2.1K $535K
TT
Trane Technologies PLC

Industrials
-56
- 2.52%
$120.97 - $154.85 $6.77K - $8.67K
2.17K $281K
PGR
Progressive Corp

Financial Services
-572
- 12.24%
$106.95 - $121.19 $61.2K - $69.3K
4.1K $477K
ICLR
Icon PLC

Healthcare
-43
- 2.69%
$197.3 - $261.32 $8.48K - $11.2K
1.56K $338K
IEF
Ishares Barclays

ETFs
-252
- 5.83%
$98.15 - $106.65 $24.7K - $26.9K
4.07K $416K
Apollo Coml Real Estate Fin
-30K
- 5.79%
N/A
488K $477K
AVTR
Avantor, Inc.

Basic Materials
-290
- 2.29%
$29.35 - $34.19 $8.51K - $9.92K
12.4K $384K
CDNS
Cadence Design Systems Inc

Technology
-8
- 0.28%
$135.68 - $167.11 $1.09K - $1.34K
2.88K $433K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-293
- 0.86%
$4.32 - $5.83 $1.27K - $1.71K
33.8K $153K
KMI
Kinder Morgan, Inc.

Energy
-439
- 2.97%
$16.05 - $20.14 $7.05K - $8.84K
14.3K $240K
YUM
Yum Brands Inc

Consumer Cyclical
-72
- 1.2%
$108.9 - $125.7 $7.84K - $9.05K
5.93K $674K
Blackstone Mortgage Trust In
-20K
- 5.0%
N/A
380K $377K
IBN
Icici Bank LTD

Financial Services
-359
- 1.69%
$17.11 - $19.95 $6.14K - $7.16K
20.8K $370K
GLD
Spdr Gold Trust

ETFs
-152
- 8.25%
$168.46 - $184.65 $25.6K - $28.1K
1.69K $285K
NWG
Nat West Group PLC

Financial Services
-1.81K
- 2.0%
$5.0 - $5.92 $9.07K - $10.7K
88.7K $484K
ATIP
Ati Physical Therapy, Inc.

Healthcare
-12K
- 50.0%
$1.32 - $2.24 $15.8K - $26.9K
12K $17K
ARGX
Argenx Se

Healthcare
-376
- 20.97%
$269.58 - $378.88 $101K - $142K
1.42K $537K
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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