Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
123
$169.35 - $202.07 $20.8K - $24.9K
IMGN
Immuno Gen, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
500
$6.5 - $10.53 $3.25K - $5.27K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
91
$9.76 - $12.71 $888 - $1.16K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
550
$34.27 - $40.01 $18.8K - $22K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
5
$421.2 - $501.64 $2.11K - $2.51K
AEE
Ameren Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
67
$70.27 - $82.67 $4.71K - $5.54K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
5
$263.04 - $306.97 $1.32K - $1.53K
NFLX
Netflix Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
4
$493.33 - $586.34 $1.97K - $2.35K
NVDA
Nvidia Corp

Technology
Q1 2021 Filed on Apr 15, 2021
28
$115.93 - $153.3 $3.25K - $4.29K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
812
$62.24 - $69.91 $50.5K - $56.8K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on Apr 15, 2021
3,260
$19.29 - $23.7 $62.9K - $77.3K
ET
Energy Transfer LP

Energy
Q1 2021 Filed on Apr 15, 2021
1,520
$6.1 - $8.58 $9.27K - $13K
ENB
Enbridge Inc

Energy
Q1 2021 Filed on Apr 15, 2021
1,076
$31.97 - $37.2 $34.4K - $40K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on Apr 15, 2021
1,012
$78.01 - $92.2 $78.9K - $93.3K
PANW
Palo Alto Networks Inc

Technology
Q1 2021 Filed on Apr 15, 2021
9
$316.85 - $396.9 $2.85K - $3.57K
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
15
$93.91 - $107.76 $1.41K - $1.62K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
15
$72.25 - $168.95 $1.08K - $2.53K
DUK
Duke Energy Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
533
$85.59 - $97.58 $45.6K - $52K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
18
$88.45 - $112.7 $1.59K - $2.03K
EXEL
Exelixis, Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
1,035
$20.53 - $25.22 $21.2K - $26.1K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
1,732
$27.53 - $31.21 $47.7K - $54.1K
FTV
Fortive Corp

Technology
Q1 2021 Filed on Apr 15, 2021
118
$65.82 - $72.58 $7.77K - $8.56K
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on Apr 15, 2021
1,625
$35.52 - $42.36 $57.7K - $68.8K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
60
$32.91 - $38.69 $1.97K - $2.32K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
83
$122.53 - $146.42 $10.2K - $12.2K
Cyrusone Inc
Q1 2021 Filed on Apr 15, 2021
13
N/A
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
3
$330.24 - $390.54 $991 - $1.17K
Federal Rlty Invt Tr
Q1 2021 Filed on Apr 15, 2021
998
N/A
SNDR
Schneider National, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
44
$20.46 - $25.8 $900 - $1.14K
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
11
$173.0 - $194.59 $1.9K - $2.14K
META
Meta Platforms, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
264
$245.64 - $294.53 $64.8K - $77.8K
FNB
Fnb Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
8,182
$9.45 - $13.43 $77.3K - $110K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
1
$157.33 - $207.36 $157 - $207
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 15, 2021
2
$594.92 - $768.57 $1.19K - $1.54K
MATX
Matson, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
116
$39.88 - $61.46 $4.63K - $7.13K
ENSG
Ensign Group, Inc

Healthcare
Q4 2020 Filed on Feb 11, 2021
8
$56.39 - $76.17 $451 - $609
JELD
Jeld Wen Holding, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
142
$20.87 - $26.74 $2.96K - $3.8K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
506
$3.95 - $5.42 $2K - $2.74K
ELME
Elme Communities
Q4 2020 Filed on Feb 11, 2021
2,025
N/A
CE
Celanese Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
22
$106.04 - $137.44 $2.33K - $3.02K
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Feb 11, 2021
88
$1.31 - $2.09 $115 - $184
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 11, 2021
114
N/A
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
586
$13.25 - $16.95 $7.76K - $9.93K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
4
$12.27 - $15.38 $49.1 - $61.5
TT
Trane Technologies PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
70
$121.95 - $152.44 $8.54K - $10.7K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2020 Filed on Feb 11, 2021
59
$31.68 - $59.92 $1.87K - $3.54K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2020 Filed on Feb 11, 2021
286
$41.04 - $47.78 $11.7K - $13.7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Feb 11, 2021
296
$34.72 - $41.61 $10.3K - $12.3K
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
90
$30.7 - $40.56 $2.76K - $3.65K
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