Frisch Financial Group, Inc. Closed Holding Positions

Frisch Financial Group, Inc.

  • $333 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2022 Filed on Aug 15, 2022
3,444
N/A
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2022 Filed on Aug 15, 2022
4,414
$40.36 - $48.23 $178K - $213K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
520
$30.35 - $72.73 $15.8K - $37.8K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,887
$137.4 - $239.86 $259K - $453K
TD
Toronto Dominion Bank

Financial Services
Q2 2022 Filed on Aug 15, 2022
2,611
$64.69 - $80.48 $169K - $210K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2022 Filed on Aug 15, 2022
2,131
$93.11 - $101.59 $198K - $216K
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
1,490
$127.81 - $252.11 $190K - $376K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 15, 2022
224,498
$5.8 - $10.48 $1.3M - $2.35M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q2 2022 Filed on Aug 15, 2022
66,074
$10.35 - $21.01 $684K - $1.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Aug 15, 2022
52,366
$66.73 - $79.1 $3.49M - $4.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Aug 15, 2022
6,839
$78.1 - $85.93 $534K - $588K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
4,001
$78.88 - $94.44 $316K - $378K
IEMG
Ishares Inc

ETFs
Q2 2022 Filed on Aug 15, 2022
45,916
$48.46 - $57.45 $2.23M - $2.64M
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
206
$612.7 - $1265.01 $126K - $261K
Innovator Etfs Tr
Q1 2022 Filed on May 10, 2022
12,625
N/A
BX
Blackstone Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
2,025
$108.62 - $137.98 $220K - $279K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on May 10, 2022
3,884
$95.6 - $107.05 $371K - $416K
IJAN
Innovator Etfs Tr Intl Dev Pwr
Q1 2022 Filed on May 10, 2022
9,375
N/A
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 10, 2022
1,469
$194.83 - $232.11 $286K - $341K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2022 Filed on May 10, 2022
471,519
$17.75 - $21.69 $8.37M - $10.2M
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
15,218
$17.29 - $20.63 $263K - $314K
KJUL
Innovator U.S. Small Cap Power

Technology
Q1 2022 Filed on May 10, 2022
8,036
$24.6 - $26.59 $198K - $214K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
119
$1313.6 - $1690.67 $156K - $201K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
890
$126.46 - $235.05 $113K - $209K
KAPR
Innovator U.S. Small Cap Power

ETFs
Q1 2022 Filed on May 10, 2022
21,579
$25.8 - $27.78 $557K - $599K
PSEP
Innovator U.S. Equity Power Bu
Q1 2022 Filed on May 10, 2022
14,595
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
783
$179.32 - $271.7 $140K - $213K
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
10,897
$17.96 - $26.75 $196K - $291K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
794
$347.28 - $421.83 $276K - $335K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
3,558
$58.9 - $67.76 $210K - $241K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
2,781
$92.72 - $100.95 $258K - $281K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2021 Filed on Nov 10, 2021
2,661
$75.58 - $84.39 $201K - $225K
LRCX
Lam Research Corp

Technology
Q3 2021 Filed on Nov 10, 2021
353
$565.97 - $649.78 $200K - $229K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
1,475
$131.88 - $175.88 $195K - $259K
SQ
Block, Inc.

Technology
Q2 2021 Filed on Aug 12, 2021
1,225
$197.13 - $273.23 $241K - $335K
WORX
Sc Worx Corp.

Healthcare
Q2 2021 Filed on Aug 12, 2021
10,000
$1.32 - $2.22 $13.2K - $22.2K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2021 Filed on Aug 12, 2021
14,784
$5.77 - $7.09 $85.3K - $105K
Orbcomm Inc
Q2 2021 Filed on Aug 12, 2021
10,568
N/A
CSGP
Costar Group, Inc.

Real Estate
Q2 2021 Filed on Aug 12, 2021
705
$81.08 - $93.68 $57.2K - $66K
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Aug 12, 2021
755
$281.02 - $400.68 $212K - $303K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2021 Filed on May 13, 2021
2,695
$101.91 - $102.15 $275K - $275K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2021 Filed on May 13, 2021
7,394
$51.09 - $53.61 $378K - $396K
Unilever N V
Q4 2020 Filed on Jan 26, 2021
5,419
N/A
Td Ameritrade Hldg Corp
Q4 2020 Filed on Jan 26, 2021
11,250
N/A
LITE
Lumentum Holdings Inc.

Technology
Q4 2020 Filed on Jan 26, 2021
2,755
$77.01 - $98.94 $212K - $273K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2020 Filed on Jan 26, 2021
5,140
$46.84 - $48.84 $241K - $251K
Slack Technologies Inc
Q3 2020 Filed on Nov 10, 2020
6,700
N/A
RAD
Rite Aid Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
15,050
$11.43 - $17.31 $172K - $261K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
1
$253501.0 - $302235.0 $254K - $302K
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