Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SURF
Surface Oncology, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
100
$1.42 - $3.15 $142 - $315
KAPR
Innovator U.S. Small Cap Power

ETFs
Q2 2022 Filed on Aug 04, 2022
4,014
$23.66 - $26.92 $95K - $108K
Zynga Inc
Q2 2022 Filed on Aug 04, 2022
127
N/A
NWBI
Northwest Bancshares, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
1,308
$12.11 - $13.51 $15.8K - $17.7K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q2 2022 Filed on Aug 04, 2022
186
$33.33 - $37.82 $6.2K - $7.03K
VHT
Vanguard Health Care ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
2
$219.51 - $264.47 $439 - $529
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
9
$20.92 - $132.96 $188 - $1.2K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
291
$34.91 - $84.48 $10.2K - $24.6K
CARR
Carrier Global Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
225
$34.41 - $46.04 $7.74K - $10.4K
USO
United States Oil Fund, LP

ETFs
Q2 2022 Filed on Aug 04, 2022
57
$72.3 - $91.99 $4.12K - $5.24K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
973
$10.38 - $22.19 $10.1K - $21.6K
HAIN
Hain Celestial Group Inc

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
136
$22.83 - $35.3 $3.1K - $4.8K
NVR
Nvr Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
5
$3670.0 - $4685.09 $18.4K - $23.4K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
927
$67.88 - $77.54 $62.9K - $71.9K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
26
$89.09 - $132.49 $2.32K - $3.44K
BMAY
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 04, 2022
5,297
$27.64 - $32.98 $146K - $175K
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
200
$27.17 - $43.35 $5.43K - $8.67K
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2022 Filed on Aug 04, 2022
88
N/A
WIX
Wix.Com Ltd.

Technology
Q2 2022 Filed on Aug 04, 2022
12
$54.53 - $109.49 $654 - $1.31K
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
121
$36.28 - $75.29 $4.39K - $9.11K
Fireeye Inc
Q2 2022 Filed on Aug 04, 2022
38
N/A
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 04, 2022
1,748
$27.62 - $29.95 $48.3K - $52.4K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 04, 2022
1,303
$25.83 - $28.12 $33.7K - $36.6K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q2 2022 Filed on Aug 04, 2022
200
$41.6 - $49.41 $8.32K - $9.88K
CYBR
Cyber Ark Software Ltd.

Technology
Q2 2022 Filed on Aug 04, 2022
15
$107.33 - $175.81 $1.61K - $2.64K
CLNE
Clean Energy Fuels Corp.

Energy
Q2 2022 Filed on Aug 04, 2022
156
$4.16 - $8.33 $649 - $1.3K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
30
$66.31 - $83.95 $1.99K - $2.52K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Aug 04, 2022
13
$171.58 - $203.75 $2.23K - $2.65K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 04, 2022
6,071
$26.88 - $29.12 $163K - $177K
CNI
Canadian National Railway CO

Industrials
Q2 2022 Filed on Aug 04, 2022
15
$107.76 - $130.12 $1.62K - $1.95K
NOW
Service Now, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
63
$412.25 - $574.82 $26K - $36.2K
TRVN
Trevena Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
2,000
$0.2 - $0.5 $400 - $1K
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Aug 04, 2022
260
$93.85 - $118.29 $24.4K - $30.8K
NKLA
Nikola Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
10
$4.72 - $10.53 $47.2 - $105
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 04, 2022
75
$50.47 - $67.39 $3.79K - $5.05K
NWG
Nat West Group PLC

Financial Services
Q2 2022 Filed on Aug 04, 2022
10
$5.0 - $5.92 $50 - $59.2
VECO
Veeco Instruments Inc

Technology
Q2 2022 Filed on Aug 04, 2022
23
$18.89 - $26.97 $434 - $620
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q2 2022 Filed on Aug 04, 2022
2,000
$16.82 - $19.97 $33.6K - $39.9K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 04, 2022
5,722
$25.67 - $28.97 $147K - $166K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
15
$74.48 - $91.47 $1.12K - $1.37K
USA
Liberty All Star Equity Fund

Financial Services
Q2 2022 Filed on Aug 04, 2022
108
$5.89 - $8.16 $636 - $881
MTCH
Match Group, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
35
$68.56 - $113.34 $2.4K - $3.97K
AMRS
Amyris, Inc.

Basic Materials
Q2 2022 Filed on Aug 04, 2022
448
$1.6 - $5.07 $717 - $2.27K
KGC
Kinross Gold Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
1
$3.58 - $6.21 $3.58 - $6.21
ARKW
Ark Next Generation Internet E

ETFs
Q2 2022 Filed on Aug 04, 2022
25
$46.42 - $92.45 $1.16K - $2.31K
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
150
$154.88 - $181.51 $23.2K - $27.2K
NRZ
New Residential Investment Corp.

Real Estate
Q2 2022 Filed on Aug 04, 2022
2,000
$8.25 - $11.74 $16.5K - $23.5K
FSR
Fisker Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
472
$8.1 - $14.49 $3.82K - $6.84K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
317
$89.08 - $177.02 $28.2K - $56.1K
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