Btr Capital Management Inc Purchases and Sells in Q3 2022

Btr Capital Management Inc

$641 Million
Q3 2022

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	17.7K + 252.22%	$118.81 - $141.12 $2.1M - $2.5M	24.7K $2.93M
XBI	4.28K + 4.32%	$75.06 - $94.9 $321K - $406K	103K $8.2M
SBUX	5.25K + 68.79%	$77.76 - $92.7 $408K - $487K	12.9K $1.09M
ETN	1.77K + 7.26%	$125.04 - $153.35 $221K - $271K	26.1K $3.49M
DVN	2.21K + 17.21%	$51.0 - $74.14 $113K - $164K	15.1K $905K
AMZN	1.2K + 19.8%	$109.22 - $144.78 $131K - $174K	7.26K $820K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JACOBS SOLUTIONS INC	109K New	N/A	109K $11.9M
SHY	3.37K New	$81.04 - $83.06 $273K - $280K	3.37K $274K
IEFA	4.5K New	$52.32 - $63.1 $235K - $284K	4.5K $237K
GLW	8.05K New	$29.02 - $37.54 $234K - $302K	8.05K $234K
IJH	1.04K New	$43.85 - $263.28 $45.6K - $274K	1.04K $228K
TJX	3.45K New	$56.04 - $68.54 $193K - $236K	3.45K $214K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-50K - 29.52%	$98.86 - $99.36 $4.95M - $4.97M	119K $11.8M
MSFT	-2.57K - 1.84%	$232.9 - $293.47 $598K - $753K	137K $31.8M
VZ	-30.3K - 22.51%	$37.97 - $51.64 $1.15M - $1.56M	104K $3.96M
QCOM	-1.39K - 0.82%	$112.98 - $155.86 $157K - $217K	168K $19M
V	-1.47K - 1.33%	$177.28 - $217.14 $261K - $320K	109K $19.4M
USB	-4.78K - 1.67%	$18.43 - $48.21 $88K - $230K	281K $11.5M

Activity Summary All Purchases 59 New Holdings 9 Increased Positions 50 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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