Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Closed Holding Positions

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.55 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Golden Nugget Online Gamin
Q1 2021 Filed on May 17, 2021
10,344
N/A
Gores Hldgs Iv Inc
Q1 2021 Filed on May 17, 2021
10,345
N/A
Greenrose Acquisition Corp
Q1 2021 Filed on May 17, 2021
10,000
N/A
Cloudera Inc
Q1 2021 Filed on May 17, 2021
10,032
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 17, 2021
109,707
N/A
Royal Dutch Shell PLC
Q1 2021 Filed on May 17, 2021
13,889
N/A
NVTA
Invitae Corp

Healthcare
Q1 2021 Filed on May 17, 2021
4,876
$33.06 - $56.93 $161K - $278K
Tuscan Hldgs Corp
Q1 2021 Filed on May 17, 2021
10,898
N/A
PRCH
Porch Group, Inc.

Technology
Q1 2021 Filed on May 17, 2021
100,000
$12.77 - $23.43 $1.28M - $2.34M
Northern Genesis Acquisition
Q1 2021 Filed on May 17, 2021
11,611
N/A
Newborn Acquisition Corp
Q1 2021 Filed on May 17, 2021
22,924
N/A
Inpixon
Q1 2021 Filed on May 17, 2021
10,000
N/A
Rush Street Interactive Inc
Q1 2021 Filed on May 17, 2021
10,660
N/A
Amci Acquisition Corp
Q1 2021 Filed on May 17, 2021
21,401
N/A
Dmy Technology Group Inc Ii
Q1 2021 Filed on May 17, 2021
14,726
N/A
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 17, 2021
17,814
$26.19 - $29.69 $467K - $529K
Acamar Partners Acqsition CO
Q1 2021 Filed on May 17, 2021
19,424
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q1 2021 Filed on May 17, 2021
13,938
$15.31 - $17.02 $213K - $237K
Proshares Tr
Q4 2020 Filed on Feb 12, 2021
23,000
N/A
GH
Guardant Health, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
2,027
$99.96 - $135.93 $203K - $276K
Forum Merger Ii Corp
Q4 2020 Filed on Feb 12, 2021
17,638
N/A
NRZ
New Residential Investment Corp.

Real Estate
Q4 2020 Filed on Feb 12, 2021
16,187
$7.4 - $10.22 $120K - $165K
Gores Metropoulos Inc
Q4 2020 Filed on Feb 12, 2021
17,983
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 12, 2021
23,700
N/A
BP
Bp PLC

Energy
Q4 2020 Filed on Feb 12, 2021
20,321
$14.9 - $22.41 $303K - $455K
Proshares Tr
Q4 2020 Filed on Feb 12, 2021
30,000
N/A
SB
Safe Bulkers, Inc.

Industrials
Q4 2020 Filed on Feb 12, 2021
27,765
$0.85 - $1.3 $23.6K - $36.1K
Flying Eagle Acquisition Cor
Q4 2020 Filed on Feb 12, 2021
10,092
N/A
Dmy Technology Group Inc
Q4 2020 Filed on Feb 12, 2021
53,163
N/A
Hennessy Cap Acqustion Corp
Q4 2020 Filed on Feb 12, 2021
100,113
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 12, 2021
100,202
N/A
Crane CO
Q4 2020 Filed on Feb 12, 2021
7,391
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Feb 12, 2021
12,000
$6.98 - $8.56 $83.8K - $103K
WU
Western Union CO

Financial Services
Q4 2020 Filed on Feb 12, 2021
23,290
$19.44 - $23.08 $453K - $538K
VLDRW
Velodyne Lidar Inc Wt Exp 09/2
Q4 2020 Filed on Feb 12, 2021
40,279
N/A
Trine Acquisition Corp
Q4 2020 Filed on Feb 12, 2021
25,277
N/A
Spartan Energy Acquisition C
Q4 2020 Filed on Feb 12, 2021
42,074
N/A
Opes Acquisition Corp
Q4 2020 Filed on Feb 12, 2021
93,913
N/A
Landcadia Hldgs Ii Inc
Q4 2020 Filed on Feb 12, 2021
49,367
N/A
Kensington Cap Acquisition C
Q4 2020 Filed on Feb 12, 2021
12,012
N/A
Atlas Technical Consultants
Q3 2020 Filed on Nov 12, 2020
15,000
N/A
TSBK
Timberland Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
15,000
$16.18 - $19.19 $243K - $288K
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2020 Filed on Nov 12, 2020
5,101
$15.44 - $18.89 $78.8K - $96.4K
FFNW
First Financial Northwest, Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
17,500
$8.75 - $10.05 $153K - $176K
Finjan Hldgs Inc
Q3 2020 Filed on Nov 12, 2020
18,520
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q3 2020 Filed on Nov 12, 2020
2,865
$70.43 - $83.08 $202K - $238K
CAC
Camden National Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
27,899
$28.36 - $35.17 $791K - $981K
EIX
Edison International

Utilities
Q3 2020 Filed on Nov 12, 2020
7,194
$49.3 - $56.71 $355K - $408K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
2,450
$141.89 - $158.84 $348K - $389K
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email