Fine Mark National Bank & Trust Purchases in Q4 2024

Fine Mark National Bank & Trust

  • $2.81 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
1.07K
+ 26.99%
$181.25 - $208.2 $193K - $222K
5.02K $967K
C
Citigroup Inc

Financial Services
41
+ 0.15%
$61.31 - $72.5 $2.51K - $2.97K
27.8K $1.96M
NET
Cloudflare, Inc.

Technology
2.04K
New
$78.11 - $117.56 $159K - $240K
2.04K $219K
PSN
Parsons Corp

Industrials
2.37K
New
$92.25 - $113.31 $219K - $269K
2.37K $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
852
New
$241.48 - $274.89 $206K - $234K
852 $216K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.38K
New
$58.39 - $67.04 $197K - $226K
3.38K $214K
DOCU
Docusign, Inc.

Technology
2.33K
New
$61.42 - $106.99 $143K - $250K
2.33K $209K
WRB
Berkley W R Corp

Financial Services
3.59K
New
$56.48 - $64.94 $203K - $233K
3.59K $209K
BSX
Boston Scientific Corp

Healthcare
2.3K
New
$83.62 - $91.5 $192K - $211K
2.3K $205K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.56K
New
$80.13 - $83.77 $205K - $215K
2.56K $205K
DAL
Delta Air Lines, Inc.

Industrials
410
+ 2.36%
$47.46 - $65.77 $19.5K - $27K
17.8K $1.08M
GLW
Corning Inc

Technology
3.37K
+ 23.83%
$44.11 - $49.76 $149K - $168K
17.5K $831K
IWS
Ishares Russell Midcap Value E

ETFs
1.69K
+ 11.47%
$128.08 - $140.32 $216K - $236K
16.4K $2.12M
XLF
Financial Sector Spdr

ETFs
2.91K
+ 25.97%
$44.89 - $51.34 $130K - $149K
14.1K $680K
SCHW
Schwab Charles Corp

Financial Services
14
+ 0.08%
$63.31 - $82.85 $886 - $1.16K
17.5K $1.29M
QUAL
Ishares Msci Usa Quality Facto

ETFs
915
+ 29.25%
$176.42 - $186.91 $161K - $171K
4.04K $719K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.11K
+ 25.28%
$160.89 - $176.18 $179K - $196K
5.52K $892K
FISV
Fiserv Inc

Technology
1.17K
+ 1.4%
N/A
84.6K $10.6M
IWM
Ishares Russell 2000 ETF

ETFs
550
+ 0.23%
$216.13 - $242.4 $119K - $133K
238K $52.6M
EOG
Eog Resources Inc

Energy
1.19K
+ 1.25%
$118.22 - $136.54 $141K - $162K
96.6K $11.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.16K
+ 3.28%
$77.02 - $78.58 $243K - $248K
99.3K $7.67M
FTNT
Fortinet, Inc.

Technology
150
+ 2.94%
$76.49 - $99.21 $11.5K - $14.9K
5.26K $496K
CME
Cme Group Inc.

Financial Services
152
+ 3.04%
$221.17 - $246.02 $33.6K - $37.4K
5.16K $1.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
984
+ 5.03%
$87.42 - $98.06 $86K - $96.5K
20.5K $1.83M
CBRE
Cbre Group, Inc.

Real Estate
35
+ 0.29%
$119.22 - $140.71 $4.17K - $4.92K
12.1K $1.59M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
171
+ 2.0%
$278.19 - $315.36 $47.6K - $53.9K
8.71K $2.51M
SRE
Sempra Energy

Utilities
434
+ 9.91%
$80.81 - $94.77 $35.1K - $41.1K
4.81K $422K
OKE
Oneok Inc

Energy
133
+ 2.96%
$92.28 - $117.05 $12.3K - $15.6K
4.63K $465K
DFAS
Dimensional ETF Tr U S Small C

ETFs
804
+ 17.03%
$63.58 - $71.15 $51.1K - $57.2K
5.53K $359K
JEPI
J P Morgan Exchange Traded Fd

ETFs
856
+ 16.67%
$57.53 - $60.83 $49.2K - $52.1K
5.99K $344K
GILD
Gilead Sciences, Inc.

Healthcare
58
+ 1.47%
$83.95 - $97.9 $4.87K - $5.68K
4.02K $370K
T
At&T Inc.

Communication Services
549
+ 1.74%
$21.22 - $23.88 $11.6K - $13.1K
32.1K $729K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
491
+ 17.47%
$77.86 - $79.27 $38.2K - $38.9K
3.3K $257K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
456
+ 11.7%
$88.59 - $94.57 $40.4K - $43.1K
4.35K $386K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.58%
$198.04 - $221.51 $2.97K - $3.32K
2.6K $548K
INTU
Intuit Inc

Technology
27
+ 1.82%
$602.01 - $706.25 $16.3K - $19.1K
1.51K $948K
CEG
Constellation Energy Corp

Utilities
242
+ 30.25%
$224.28 - $285.52 $54.3K - $69.1K
1.04K $234K
ADP
Automatic Data Processing Inc

Industrials
39
+ 4.12%
$280.08 - $307.97 $10.9K - $12K
986 $288K
XEL
Xcel Energy Inc

Utilities
80
+ 0.88%
$62.16 - $72.92 $4.97K - $5.83K
9.18K $619K
TTD
Trade Desk, Inc.

Technology
43
+ 1.89%
$108.7 - $139.51 $4.67K - $6K
2.32K $272K
PKG
Packaging Corp Of America

Consumer Cyclical
39
+ 2.72%
$211.98 - $248.85 $8.27K - $9.71K
1.47K $331K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.06%
$233.76 - $261.58 $935 - $1.05K
6.86K $1.65M
IBM
International Business Machines Corp

Technology
143
+ 1.57%
$204.9 - $238.04 $29.3K - $34K
9.27K $2.04M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 5.37%
$96.64 - $101.23 $120K - $126K
24.4K $2.36M
ELY
Callaway Golf CO

Consumer Cyclical
1K
+ 0.18%
N/A
545K $10.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.27%
$1146.59 - $1270.6 $1.15K - $1.27K
376 $445K
IEMG
Ishares Inc

ETFs
236
+ 1.55%
N/A
15.4K $828K
ADSK
Autodesk, Inc.

Technology
42
+ 1.26%
N/A
3.38K $830K
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 0.48%
N/A
10.5K $1.91M
Activity Summary
Buys All Purchases 165 New Holdings 42 Increased Positions 123 Sells All Sells 180 Reductions 180 Sold out 0 Options Calls 0 Puts 0
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