Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q2 2022 Filed on Aug 04, 2022
98
$44.06 - $53.49 $4.32K - $5.24K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q2 2022 Filed on Aug 04, 2022
135
$43.64 - $54.04 $5.89K - $7.3K
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
89
$78.77 - $160.42 $7.01K - $14.3K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 04, 2022
34
$45.58 - $90.9 $1.55K - $3.09K
AVNS
Avanos Medical, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
319
$24.87 - $34.68 $7.93K - $11.1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 04, 2022
67
$54.29 - $67.38 $3.64K - $4.51K
IYC
Ishares U.S. Consumer Discreti

ETFs
Q2 2022 Filed on Aug 04, 2022
220
$55.58 - $76.32 $12.2K - $16.8K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
30
$34.33 - $38.36 $1.03K - $1.15K
MTW
Manitowoc CO Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
41
$10.29 - $14.88 $422 - $610
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
1,000
$8.65 - $10.62 $8.65K - $10.6K
R
Ryder System Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
76
$62.99 - $85.18 $4.79K - $6.47K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Aug 04, 2022
179
$35.93 - $42.52 $6.43K - $7.61K
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
156
$3.11 - $7.48 $485 - $1.17K
VFH
Vanguard Financial ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
1,300
$75.42 - $93.29 $98K - $121K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2022 Filed on Aug 04, 2022
150
$70.38 - $84.1 $10.6K - $12.6K
IP
International Paper CO

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
108
$41.12 - $49.69 $4.44K - $5.37K
THG
Hanover Insurance Group, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
78
$136.34 - $154.28 $10.6K - $12K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Aug 04, 2022
1,613
$40.42 - $49.12 $65.2K - $79.2K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
1,382
$12.71 - $24.08 $17.6K - $33.3K
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
1,432
$19.63 - $26.62 $28.1K - $38.1K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2022 Filed on Aug 04, 2022
908
$63.97 - $82.17 $58.1K - $74.6K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
921
$19.37 - $26.03 $17.8K - $24K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Aug 04, 2022
359
$287.53 - $335.76 $103K - $121K
DELL
Dell Technologies Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
81
$40.05 - $51.28 $3.24K - $4.15K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 04, 2022
129
$36.58 - $70.5 $4.72K - $9.09K
XEL
Xcel Energy Inc

Utilities
Q2 2022 Filed on Aug 04, 2022
1,355
$63.91 - $76.34 $86.6K - $103K
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2022 Filed on Aug 04, 2022
2,188
$21.78 - $33.06 $47.7K - $72.3K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q2 2022 Filed on Aug 04, 2022
1,210
$32.0 - $51.03 $38.7K - $61.7K
FOXA
Fox Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
2
$31.52 - $39.56 $63 - $79.1
FOX
Fox Corp Cl B (De)

Communication Services
Q2 2022 Filed on Aug 04, 2022
66
$29.21 - $36.48 $1.93K - $2.41K
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 04, 2022
747
$48.46 - $57.45 $36.2K - $42.9K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2022 Filed on Aug 04, 2022
88
$80.76 - $95.44 $7.11K - $8.4K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q2 2022 Filed on Aug 04, 2022
4
$49.52 - $50.16 $198 - $201
AUY
Yamana Gold Inc.

Basic Materials
Q2 2022 Filed on Aug 04, 2022
938
$4.65 - $6.28 $4.36K - $5.89K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q2 2022 Filed on Aug 04, 2022
900
$13.94 - $19.31 $12.5K - $17.4K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
1,325
$57.91 - $70.46 $76.7K - $93.4K
CGC
Canopy Growth Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
2,000
$2.85 - $7.77 $5.7K - $15.5K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2022 Filed on Aug 04, 2022
73
$34.25 - $38.92 $2.5K - $2.84K
STE
Steris PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
22
$192.78 - $252.92 $4.24K - $5.56K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 04, 2022
31
$60.93 - $72.3 $1.89K - $2.24K
MU
Micron Technology Inc

Technology
Q2 2022 Filed on Aug 04, 2022
443
$55.01 - $77.67 $24.4K - $34.4K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
80
$31.56 - $42.79 $2.52K - $3.42K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
2,925
$6.33 - $7.23 $18.5K - $21.1K
CUZ
Cousins Properties Inc

Real Estate
Q2 2022 Filed on Aug 04, 2022
1,412
$28.78 - $40.83 $40.6K - $57.7K
BJUN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 04, 2022
812
$29.12 - $34.51 $23.6K - $28K
DBI
Designer Brands Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
2
$13.03 - $15.84 $26.1 - $31.7
MASI
Masimo Corp

Healthcare
Q2 2022 Filed on Aug 04, 2022
19
$112.97 - $151.71 $2.15K - $2.88K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 04, 2022
40
$78.73 - $174.71 $3.15K - $6.99K
AMCR
Amcor PLC

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
7,553
$11.48 - $13.49 $86.7K - $102K
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