Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
AFG
American Financial Group Inc

Financial Services
Q1 2020 Filed on Apr 29, 2020
2,112
$46.98 - $114.53 $99.2K - $242K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
2,490
$34.16 - $122.45 $85.1K - $305K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 29, 2020
313,068
$25.25 - $53.75 $7.9M - $16.8M
KEY
Keycorp

Financial Services
Q4 2019 Filed on Feb 11, 2020
10,025
$16.74 - $20.4 $168K - $205K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2019 Filed on Feb 11, 2020
2,538
$83.39 - $84.94 $212K - $216K
Bb&T Corp
Q4 2019 Filed on Feb 11, 2020
4,205
N/A
OKE
Oneok Inc

Energy
Q4 2019 Filed on Feb 11, 2020
3,550
$68.2 - $76.13 $242K - $270K
FDX
Fedex Corp

Industrials
Q4 2019 Filed on Feb 11, 2020
1,874
$138.39 - $165.67 $259K - $310K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,313
$7.65 - $8.09 $10K - $10.6K
FLO
Flowers Foods Inc

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
6,832
$22.32 - $24.24 $152K - $166K
CI
Cigna Corp

Healthcare
Q3 2019 Filed on Nov 05, 2019
329
$146.27 - $179.96 $48.1K - $59.2K
NVS
Novartis Ag

Healthcare
Q3 2019 Filed on Nov 05, 2019
1,739
$85.54 - $94.26 $149K - $164K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2019 Filed on Nov 05, 2019
253
$50.07 - $52.71 $12.7K - $13.3K
BBU
Brookfield Business Partners L.P.

Industrials
Q3 2019 Filed on Nov 05, 2019
24
$20.49 - $25.29 $492 - $607
Arconic Inc
Q3 2019 Filed on Nov 05, 2019
869
N/A
FDD
First Trust Stoxx European Sel

ETFs
Q3 2019 Filed on Nov 05, 2019
950
$11.93 - $12.82 $11.3K - $12.2K
Y
Alleghany Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
161
$675.02 - $797.91 $109K - $128K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q3 2019 Filed on Nov 05, 2019
2,737
$16.63 - $17.57 $45.5K - $48.1K
Eaton Vance Corp
Q3 2019 Filed on Nov 05, 2019
148
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
933
$39.32 - $45.31 $36.7K - $42.3K
FXR
First Trust Industrials/Produc

ETFs
Q3 2019 Filed on Nov 05, 2019
1,548
$39.31 - $43.36 $60.9K - $67.1K
AZO
Autozone Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
5
$1059.68 - $1180.0 $5.3K - $5.9K
AWK
American Water Works Company, Inc.

Utilities
Q3 2019 Filed on Nov 05, 2019
12
$113.86 - $129.5 $1.37K - $1.55K
ABB
Abb LTD

Industrials
Q3 2019 Filed on Nov 05, 2019
1,837
$17.94 - $20.36 $33K - $37.4K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
335
$112.0 - $120.88 $37.5K - $40.5K
BXP
Boston Properties Inc

Real Estate
Q3 2019 Filed on Nov 05, 2019
300
$125.62 - $133.87 $37.7K - $40.2K
WDC
Western Digital Corp

Technology
Q3 2019 Filed on Nov 05, 2019
23
$47.94 - $64.7 $1.1K - $1.49K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q3 2019 Filed on Nov 05, 2019
1,185
$32.99 - $33.46 $39.1K - $39.7K
UL
Unilever PLC

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
2,581
$58.69 - $64.83 $151K - $167K
PACW
Pacwest Bancorp

Financial Services
Q3 2019 Filed on Nov 05, 2019
168
$32.76 - $39.05 $5.5K - $6.56K
Allergan PLC
Q3 2019 Filed on Nov 05, 2019
195
N/A
JBL
Jabil Inc

Technology
Q3 2019 Filed on Nov 05, 2019
2,950
$25.92 - $35.77 $76.5K - $106K
JEF
Jefferies Financial Group Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
3,695
$16.89 - $20.22 $62.4K - $74.7K
CQP
Cheniere Energy Partners, L.P.

Energy
Q3 2019 Filed on Nov 05, 2019
400
$42.45 - $48.19 $17K - $19.3K
NLY
Annaly Capital Management Inc

Real Estate
Q3 2019 Filed on Nov 05, 2019
1,044
$8.19 - $9.67 $8.55K - $10.1K
PLD
Prologis, Inc.

Real Estate
Q3 2019 Filed on Nov 05, 2019
255
$78.64 - $86.44 $20.1K - $22K
NGG
National Grid PLC

Utilities
Q3 2019 Filed on Nov 05, 2019
641
$50.38 - $54.62 $32.3K - $35K
LECO
Lincoln Electric Holdings Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
100
$79.61 - $89.87 $7.96K - $8.99K
RIO
Rio Tinto PLC

Basic Materials
Q3 2019 Filed on Nov 05, 2019
630
$47.98 - $63.73 $30.2K - $40.1K
BB
Blackberry LTD

Technology
Q3 2019 Filed on Nov 05, 2019
100
$5.25 - $7.6 $525 - $760
Old Point Finl Corp
Q3 2019 Filed on Nov 05, 2019
452
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2019 Filed on Nov 05, 2019
106
$5.71 - $6.49 $605 - $688
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2019 Filed on Nov 05, 2019
2,015
$15.6 - $18.46 $31.4K - $37.2K
DRE
Duke Realty Corp

Real Estate
Q3 2019 Filed on Nov 05, 2019
800
$31.8 - $34.1 $25.4K - $27.3K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2019 Filed on Nov 05, 2019
156
$70.16 - $72.24 $10.9K - $11.3K
HRB
H&R Block Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
447
$23.33 - $29.12 $10.4K - $13K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q3 2019 Filed on Nov 05, 2019
1,623
$22.69 - $23.43 $36.8K - $38K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
Q3 2019 Filed on Nov 05, 2019
1,878
$30.92 - $31.41 $58.1K - $59K
A
Agilent Technologies, Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
500
$65.59 - $78.07 $32.8K - $39K
Track This Portfolio

Track Doyle Wealth Management Portfolio

Follow Doyle Wealth Management 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 Doyle Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Doyle Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email