Fairhaven Wealth Management, LLC Closed Holding Positions

Fairhaven Wealth Management, LLC

  • $302 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNY
Sanofi

Healthcare
Q1 2020 Filed on May 05, 2020
5,094
$38.02 - $51.66 $194K - $263K
PSX
Phillips 66

Energy
Q1 2020 Filed on May 05, 2020
2,113
$42.09 - $112.2 $88.9K - $237K
ADI
Analog Devices Inc

Technology
Q1 2020 Filed on May 05, 2020
2,506
$82.23 - $124.55 $206K - $312K
United Technologies Corp
Q1 2020 Filed on May 05, 2020
2,085
N/A
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 05, 2020
3,803
$28.93 - $59.2 $110K - $225K
ABEV
Ambev S.A.

Consumer Defensive
Q1 2020 Filed on May 05, 2020
15,939
$2.11 - $4.73 $33.6K - $75.4K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2020 Filed on May 05, 2020
8,961
$54.02 - $129.18 $484K - $1.16M
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2019 Filed on Feb 07, 2020
5,614
$42.24 - $51.22 $237K - $288K
VTR
Ventas, Inc.

Real Estate
Q3 2019 Filed on Nov 15, 2019
5,483
$66.92 - $75.23 $367K - $412K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 15, 2019
2,239
$94.35 - $119.35 $211K - $267K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 15, 2019
10,891
$14.3 - $15.08 $156K - $164K
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 15, 2019
181,157
$19.83 - $28.79 $3.59M - $5.22M
Dreyfus Strategic Mun Bd Fd
Q2 2019 Filed on Aug 13, 2019
14,777
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q2 2019 Filed on Aug 13, 2019
2,780
$71.06 - $86.44 $198K - $240K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2019 Filed on Aug 13, 2019
3,462
$55.98 - $60.02 $194K - $208K
Dowdupont Inc
Q2 2019 Filed on Aug 13, 2019
4,827
N/A
Dreyfus Strategic Muns Inc
Q2 2019 Filed on Aug 13, 2019
14,463
N/A
CME
Cme Group Inc.

Financial Services
Q1 2019 Filed on Apr 19, 2019
1,209
$162.58 - $187.82 $197K - $227K
Cigna Corporation
Q1 2019 Filed on Apr 19, 2019
1,743
N/A
MCK
Mckesson Corp

Healthcare
Q1 2019 Filed on Apr 19, 2019
1,954
$111.86 - $136.3 $219K - $266K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2019 Filed on Apr 19, 2019
7,461
$28.32 - $37.58 $211K - $280K
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