Dougherty Wealth Advisers LLC Closed Holding Positions

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Tmst Inc Com
Q3 2019 Filed on Nov 12, 2019
400
N/A
TTNDY
Techtronic Industries Company Limited

Industrials
Q3 2019 Filed on Nov 12, 2019
271
N/A
SYIEY
Symrise Ag Unsponsored Adr (Ge

Basic Materials
Q3 2019 Filed on Nov 12, 2019
1,790
$23.47 - $24.46 $42K - $43.8K
Speed Comm Inc Com New
Q3 2019 Filed on Nov 12, 2019
449
N/A
Boc Hong Kong Holdings LTD Shs
Q3 2019 Filed on Nov 12, 2019
3,101
N/A
SGSOY
Sgs Sa Adr (Switzerland)

Industrials
Q3 2019 Filed on Nov 12, 2019
541
$9.82 - $10.1 $5.31K - $5.46K
SVNDY
Seven & I Holdings CO LTD Unsp

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
988
N/A
SBGSY
Schneider Electric Se Unsponso

Industrials
Q3 2019 Filed on Nov 12, 2019
765
$16.99 - $18.08 $13K - $13.8K
SMCAY
Smc Corp Japan American Deposi

Industrials
Q3 2019 Filed on Nov 12, 2019
851
$20.56 - $21.85 $17.5K - $18.6K
Trans Global Group Inc Com
Q3 2019 Filed on Nov 12, 2019
8
N/A
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q3 2019 Filed on Nov 12, 2019
1,274
$33.91 - $36.46 $43.2K - $46.5K
UOVEY
United Overseas Bank Spons Adr

Financial Services
Q3 2019 Filed on Nov 12, 2019
508
$36.79 - $38.49 $18.7K - $19.6K
ALV.DE
Allianz Se

Financial Services
Q3 2019 Filed on Nov 12, 2019
72
N/A
Investor Ab Stockholm Ord B
Q3 2019 Filed on Nov 12, 2019
597
N/A
Sonic Healthcare LTD Com
Q3 2019 Filed on Nov 12, 2019
753
N/A
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
1,000
$8.76 - $10.51 $8.76K - $10.5K
Nippon Tel & Tel Corp Ord
Q3 2019 Filed on Nov 12, 2019
772
N/A
ALC
Alcon Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
178
$58.2 - $62.42 $10.4K - $11.1K
Smiths Group PLC Shs
Q3 2019 Filed on Nov 12, 2019
693
N/A
Michelin Cie Gen Des Etablisse Ord
Q3 2019 Filed on Nov 12, 2019
149
N/A
Dakota Plains Hldgs Inc Com
Q3 2019 Filed on Nov 12, 2019
3,266
N/A
ABB
Abb LTD

Industrials
Q3 2019 Filed on Nov 12, 2019
812
$17.94 - $20.36 $14.6K - $16.5K
SIE.DE
Siemens Aktiengesellschaft

Industrials
Q3 2019 Filed on Nov 12, 2019
166
N/A
RBGLY
Reckitt Benckiser Group PLC

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
1,734
$14.5 - $16.71 $25.1K - $29K
Pernod Ricard S A Adr
Q3 2019 Filed on Nov 12, 2019
463
N/A
MEOH
Methanex Corp

Basic Materials
Q3 2019 Filed on Nov 12, 2019
201
$30.38 - $45.4 $6.11K - $9.13K
PFSW
Pfsweb Inc

Industrials
Q3 2019 Filed on Nov 12, 2019
212
$2.07 - $4.38 $439 - $929
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
78
$37.38 - $38.14 $2.92K - $2.97K
TTE
Total Energies Se

Energy
Q3 2019 Filed on Nov 12, 2019
22
$48.01 - $56.58 $1.06K - $1.24K
IBM
International Business Machines Corp

Technology
Q3 2019 Filed on Nov 12, 2019
17
$123.87 - $144.7 $2.11K - $2.46K
CMCSA
Comcast Corp

Communication Services
Q3 2019 Filed on Nov 12, 2019
968
$41.61 - $46.97 $40.3K - $45.5K
WB
Weibo Corp

Communication Services
Q3 2019 Filed on Nov 12, 2019
78
$34.89 - $50.21 $2.72K - $3.92K
DGII
Digi International Inc

Technology
Q3 2019 Filed on Nov 12, 2019
106
$12.49 - $14.52 $1.32K - $1.54K
CHKP
Check Point Software Technologies LTD

Technology
Q3 2019 Filed on Nov 12, 2019
162
$105.78 - $120.27 $17.1K - $19.5K
General Electric CO Com
Q3 2019 Filed on Nov 12, 2019
500
N/A
T
At&T Inc.

Communication Services
Q3 2019 Filed on Nov 12, 2019
155
$24.24 - $29.26 $3.76K - $4.54K
AMBCWS
Ambac Finl Group Inc Wts Exp 4
Q3 2019 Filed on Nov 12, 2019
625
N/A
Alexion Pharmaceuticals Inc Com
Q3 2019 Filed on Nov 12, 2019
273
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 12, 2019
102
$13.09 - $21.97 $1.34K - $2.24K
ING
Ing Groep Nv

Financial Services
Q3 2019 Filed on Nov 12, 2019
530
$9.24 - $11.78 $4.9K - $6.24K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
2,926
$4.63 - $5.29 $13.5K - $15.5K
ENB
Enbridge Inc

Energy
Q3 2019 Filed on Nov 12, 2019
74
$32.61 - $36.89 $2.41K - $2.73K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2019 Filed on Nov 12, 2019
87
$49.74 - $50.99 $4.33K - $4.44K
Varian Med Sys Inc Com
Q3 2019 Filed on Nov 12, 2019
212
N/A
AMBC
Ambac Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
84
$16.91 - $20.05 $1.42K - $1.68K
HAL
Halliburton CO

Energy
Q3 2019 Filed on Nov 12, 2019
2,000
$17.31 - $23.85 $34.6K - $47.7K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2019 Filed on Nov 12, 2019
170
$25.08 - $25.94 $4.26K - $4.41K
DKILY
Daikin Inds LTD Unsponsored Ad

Industrials
Q3 2019 Filed on Nov 12, 2019
1,400
$12.03 - $13.74 $16.8K - $19.2K
CMPGY
Compass Group PLC Sponsored Ad

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
509
$24.3 - $25.8 $12.4K - $13.1K
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email