Balasa Dinverno & Foltz LLC New Holdings in Q3 2022

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
AVEM
American Centy ETF Tr Avantis

ETFs
296K
New
$45.9 - $53.37 $13.6M - $15.8M
296K $13.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.2K
New
$95.54 - $104.23 $4.51M - $4.92M
47.2K $4.55M
DUHP
Dimensional ETF Tr Dimensional

ETFs
34.3K
New
$21.34 - $25.56 $732K - $876K
34.3K $732K
HSY
Hershey CO

Consumer Defensive
2.1K
New
$215.06 - $233.38 $451K - $489K
2.1K $462K
SWAV
Shockwave Medical, Inc.

Healthcare
1.66K
New
$195.21 - $310.53 $324K - $515K
1.66K $461K
OVV
Ovintiv Inc.

Energy
8.76K
New
$39.14 - $55.07 $343K - $482K
8.76K $403K
RJF
Raymond James Financial Inc

Financial Services
3.37K
New
$25.39 - $110.98 $85.4K - $373K
3.37K $333K
M
Macy'S, Inc.

Consumer Cyclical
21.2K
New
$15.21 - $21.11 $322K - $447K
21.2K $332K
NFLX
Netflix Inc

Communication Services
1.4K
New
$174.45 - $249.11 $245K - $349K
1.4K $330K
KEYS
Keysight Technologies, Inc.

Technology
1.69K
New
$136.15 - $179.36 $231K - $304K
1.69K $266K
TEL
Te Connectivity Ltd.

Technology
2.23K
New
$110.36 - $137.45 $246K - $307K
2.23K $246K
EXPD
Expeditors International Of Washington Inc

Industrials
2.76K
New
$86.78 - $108.47 $240K - $300K
2.76K $244K
CNC
Centene Corp

Healthcare
3.08K
New
$77.3 - $97.22 $238K - $300K
3.08K $240K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2.63K
New
$65.96 - $116.5 $173K - $306K
2.63K $238K
WFC
Wells Fargo & Company

Financial Services
5.87K
New
$1.55 - $45.53 $9.1K - $267K
5.87K $236K
CTSH
Cognizant Technology Solutions Corp

Technology
4.09K
New
$57.44 - $70.3 $235K - $287K
4.09K $235K
PLD
Prologis, Inc.

Real Estate
2.32K
New
$57.93 - $132.78 $134K - $308K
2.32K $235K
ADI
Analog Devices Inc

Technology
1.63K
New
$139.34 - $179.89 $227K - $293K
1.63K $227K
SRE
Sempra Energy

Utilities
1.45K
New
$24.47 - $175.65 $35.4K - $254K
1.45K $217K
STT
State Street Corp

Financial Services
3.56K
New
$25.18 - $74.19 $89.7K - $264K
3.56K $217K
AWK
American Water Works Company, Inc.

Utilities
1.62K
New
$130.16 - $159.5 $211K - $259K
1.62K $211K
VTRS
Viatris Inc

Healthcare
20.9K
New
$8.48 - $11.13 $177K - $233K
20.9K $178K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15.1K
New
$10.09 - $15.52 $152K - $234K
15.1K $152K
LYG
Lloyds Banking Group PLC

Financial Services
23.1K
New
$0.53 - $2.22 $12.2K - $51.2K
23.1K $41K
Activity Summary
Buys All Purchases 169 New Holdings 25 Increased Positions 144 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 0
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