Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2020 Filed on Jul 14, 2020
1,574
$18.9 - $23.48 $29.7K - $37K
Wabco Hldgs Inc
Q2 2020 Filed on Jul 14, 2020
93
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2020 Filed on Jul 14, 2020
736
$67.79 - $86.78 $49.9K - $63.9K
Alps ETF Tr
Q2 2020 Filed on Jul 14, 2020
1,000
N/A
Sprint Corporation
Q2 2020 Filed on Jul 14, 2020
904
N/A
WRK
West Rock CO

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
31
$24.16 - $34.15 $749 - $1.06K
Arconic Inc
Q2 2020 Filed on Jul 14, 2020
248
N/A
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q2 2020 Filed on Jul 14, 2020
100
$38.64 - $46.15 $3.86K - $4.62K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 14, 2020
200
N/A
CDXS
Codexis, Inc.

Healthcare
Q2 2020 Filed on Jul 14, 2020
134
$9.8 - $12.77 $1.31K - $1.71K
Valaris PLC
Q2 2020 Filed on Jul 14, 2020
1,547
N/A
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 14, 2020
91
$22.87 - $29.3 $2.08K - $2.67K
Match Group Inc
Q2 2020 Filed on Jul 14, 2020
34
N/A
CARG
Car Gurus, Inc.

Communication Services
Q2 2020 Filed on Jul 14, 2020
27
$15.93 - $27.95 $430 - $755
PD
Pager Duty, Inc.

Technology
Q2 2020 Filed on Jul 14, 2020
21
$15.11 - $31.0 $317 - $651
GVI
Ishares Tr

ETFs
Q2 2020 Filed on Jul 14, 2020
247
$114.67 - $117.72 $28.3K - $29.1K
Avita Medical LTD
Q2 2020 Filed on Jul 14, 2020
3,500
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2020 Filed on Jul 14, 2020
1,097
$35.33 - $45.65 $38.8K - $50.1K
TDY
Teledyne Technologies Inc

Technology
Q2 2020 Filed on Jul 14, 2020
1
$277.11 - $380.44 $277 - $380
SMTC
Semtech Corp

Technology
Q2 2020 Filed on Jul 14, 2020
100
$35.14 - $56.29 $3.51K - $5.63K
VOYA
Voya Financial, Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
4
$36.97 - $53.39 $148 - $214
EQC
Equity Commonwealth

Real Estate
Q2 2020 Filed on Jul 14, 2020
15
$31.25 - $34.64 $469 - $520
CWT
California Water Service Group

Utilities
Q2 2020 Filed on Jul 14, 2020
8
$43.14 - $54.45 $345 - $436
BG
Bungeltd

Consumer Defensive
Q2 2020 Filed on Jul 14, 2020
4
$34.2 - $43.81 $137 - $175
NAVI
Navient Corp

Financial Services
Q2 2020 Filed on Jul 14, 2020
21
$6.04 - $9.2 $127 - $193
AIZ
Assurant, Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
1
$87.76 - $117.41 $87.8 - $117
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2020 Filed on Jul 14, 2020
100
$38.5 - $76.05 $3.85K - $7.61K
COLD
Americold Realty Trust

Real Estate
Q2 2020 Filed on Jul 14, 2020
45
$29.01 - $36.86 $1.31K - $1.66K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2020 Filed on Jul 14, 2020
500
$10.43 - $24.95 $5.22K - $12.5K
EVR
Evercore Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
29
$45.62 - $67.36 $1.32K - $1.95K
KRNT
Kornit Digital Ltd.

Industrials
Q2 2020 Filed on Jul 14, 2020
47
$23.05 - $53.38 $1.08K - $2.51K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q2 2020 Filed on Jul 14, 2020
44
$30.2 - $56.98 $1.33K - $2.51K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q2 2020 Filed on Jul 14, 2020
3
$52.37 - $66.68 $157 - $200
LSXMK
Liberty Media Corp

Communication Services
Q2 2020 Filed on Jul 14, 2020
3
$26.79 - $39.82 $80.4 - $119
SAIC
Science Applications International Corp

Technology
Q2 2020 Filed on Jul 14, 2020
2
$70.9 - $90.82 $142 - $182
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2020 Filed on Jul 14, 2020
1
$95.68 - $121.88 $95.7 - $122
WATT
Energous Corp

Technology
Q2 2020 Filed on Jul 14, 2020
1,400
$0.62 - $3.13 $868 - $4.38K
FHN
First Horizon Corp

Financial Services
Q2 2020 Filed on Jul 14, 2020
13
$7.18 - $12.09 $93.3 - $157
CINF
Cincinnati Financial Corp

Financial Services
Q2 2020 Filed on Jul 14, 2020
3
$48.54 - $87.1 $146 - $261
LSI
Life Storage, Inc.

Real Estate
Q2 2020 Filed on Jul 14, 2020
2
$55.79 - $69.57 $112 - $139
WAL
Western Alliance Bancorporation

Financial Services
Q2 2020 Filed on Jul 14, 2020
3
$27.88 - $46.65 $83.6 - $140
BPOP
Popular, Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
5
$31.75 - $44.91 $159 - $225
MANH
Manhattan Associates Inc

Technology
Q2 2020 Filed on Jul 14, 2020
5
$45.35 - $94.31 $227 - $472
CASY
Caseys General Stores Inc

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
2
$120.57 - $169.51 $241 - $339
SVC
Service Properties Trust

Real Estate
Q2 2020 Filed on Jul 14, 2020
10
$4.59 - $13.07 $45.9 - $131
RGEN
Repligen Corp

Healthcare
Q2 2020 Filed on Jul 14, 2020
50
$94.33 - $140.48 $4.72K - $7.02K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2020 Filed on Jul 14, 2020
9
$13.58 - $20.23 $122 - $182
RGLD
Royal Gold Inc

Basic Materials
Q2 2020 Filed on Jul 14, 2020
2
$91.33 - $137.08 $183 - $274
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 14, 2020
4
$17.79 - $28.89 $71.2 - $116
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email