Dougherty Wealth Advisers LLC Closed Holding Positions

Dougherty Wealth Advisers LLC

  • $128 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KDDIY
Kddi Corporation Unsponsored A

Communication Services
Q3 2019 Filed on Nov 12, 2019
3,688
$12.92 - $13.66 $47.6K - $50.4K
IFNNY
Infineon Technologies Ag

Technology
Q3 2019 Filed on Nov 12, 2019
1,966
$16.6 - $20.55 $32.6K - $40.4K
CTVA
Corteva, Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
24
$26.43 - $31.63 $634 - $759
DASTY
Dassault Systemes Sa Adr

Technology
Q3 2019 Filed on Nov 12, 2019
301
$27.31 - $33.01 $8.22K - $9.94K
EMKR
Emcore Corp

Technology
Q3 2019 Filed on Nov 12, 2019
10,000
$2.69 - $3.33 $26.9K - $33.3K
HEINY
Heineken Nv Sponsored Adr (Net

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
599
$51.36 - $57.25 $30.8K - $34.3K
GALT
Galectin Therapeutics Inc

Healthcare
Q3 2019 Filed on Nov 12, 2019
5,000
$3.0 - $4.05 $15K - $20.3K
ARKAY
Arkema S.A.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
102
N/A
GVDNY
Givaudan Sa Unsponsored Adr (S

Basic Materials
Q3 2019 Filed on Nov 12, 2019
341
$52.37 - $56.7 $17.9K - $19.3K
NASB
Nasb Finl Inc

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,000
N/A
SCHW
Schwab Charles Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
330
$36.12 - $44.28 $11.9K - $14.6K
UNVR
Univar Solutions Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
178
$18.0 - $22.74 $3.2K - $4.05K
PIPR
Piper Sandler Companies

Financial Services
Q3 2019 Filed on Nov 12, 2019
16
$70.14 - $78.38 $1.12K - $1.25K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q3 2019 Filed on Nov 12, 2019
133
$31.56 - $32.18 $4.2K - $4.28K
LRLCY
L'Oreal CO Adr

Consumer Defensive
Q3 2019 Filed on Nov 12, 2019
251
$53.22 - $55.9 $13.4K - $14K
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
1,506
$15.19 - $17.54 $22.9K - $26.4K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q3 2019 Filed on Nov 12, 2019
332
N/A
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
877
$12.1 - $17.52 $10.6K - $15.4K
Harris Corp Del Com
Q2 2019 Filed on Aug 07, 2019
162
N/A
CVS
Cvs Health Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
1,285
$52.13 - $57.33 $67K - $73.7K
CDK
Cdk Global, Inc.

Technology
Q2 2019 Filed on Aug 07, 2019
123
$47.35 - $62.39 $5.82K - $7.67K
Dowdupont Inc Com
Q2 2019 Filed on Aug 07, 2019
73
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2019 Filed on May 09, 2019
254
$31.87 - $48.26 $8.09K - $12.3K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2019 Filed on May 09, 2019
1
$18.71 - $24.52 $18.7 - $24.5
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2019 Filed on May 09, 2019
7
$36.75 - $41.54 $257 - $291
VB
Vanguard Small Cap ETF

ETFs
Q1 2019 Filed on May 09, 2019
1
N/A
Pimco Dynmic Credit And Mrt In Com Shs
Q1 2019 Filed on May 09, 2019
2,000
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2019 Filed on May 09, 2019
456
$40.42 - $42.8 $18.4K - $19.5K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2019 Filed on May 09, 2019
1
$31.29 - $36.15 $31.3 - $36.2
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2019 Filed on May 09, 2019
61
$11.55 - $16.96 $705 - $1.03K
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