Fulcrum Equity Management Closed Holding Positions

Fulcrum Equity Management

  • $115 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on Apr 15, 2022
2,366
$174.8 - $642.2 $414K - $1.52M
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on Apr 15, 2022
794
$257.27 - $315.76 $204K - $251K
EWC
Ishares Msci Canada ETF

ETFs
Q3 2021 Filed on Jan 25, 2022
5,966
$35.5 - $38.1 $212K - $227K
ROL
Rollins Inc

Consumer Cyclical
Q3 2021 Filed on Jan 25, 2022
42,853
$34.61 - $39.71 $1.48M - $1.7M
AMED
Amedisys Inc

Healthcare
Q3 2021 Filed on Jan 25, 2022
5,145
$149.1 - $270.32 $767K - $1.39M
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q4 2021 Filed on Jan 25, 2022
15,438
$86.86 - $104.35 $1.34M - $1.61M
UWM
Proshares Ultra Russell 2000

ETFs
Q3 2021 Filed on Jan 25, 2022
53,785
$50.69 - $60.89 $2.73M - $3.27M
BNDX
Vanguard Total International B

ETFs
Q3 2021 Filed on Jan 25, 2022
4,662
$56.96 - $58.06 $266K - $271K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2021 Filed on Jan 25, 2022
2,794
$114.77 - $116.58 $321K - $326K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q3 2021 Filed on Jan 25, 2022
4,078
$50.76 - $50.84 $207K - $207K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2021 Filed on Jan 25, 2022
9,112
$96.17 - $106.29 $876K - $969K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2021 Filed on Jan 25, 2022
67,243
$38.21 - $40.67 $2.57M - $2.73M
CHNA
ETF Ser Solutions Loncar China

ETFs
Q4 2021 Filed on Jan 25, 2022
9,126
N/A
Wisdomtree Tr
Q3 2021 Filed on Jan 25, 2022
20,108
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q4 2021 Filed on Jan 25, 2022
3,050
$145.27 - $164.78 $443K - $503K
IWC
Russell Micro Cap ETF

ETFs
Q3 2021 Filed on Jan 25, 2022
15,838
$136.87 - $153.98 $2.17M - $2.44M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2021 Filed on Jan 25, 2022
3,167
$65.5 - $70.6 $207K - $224K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Jan 25, 2022
9,476
$99.84 - $108.44 $946K - $1.03M
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Jan 25, 2022
50,369
$48.71 - $56.34 $2.45M - $2.84M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q4 2021 Filed on Jan 25, 2022
20,300
$133.85 - $150.71 $2.72M - $3.06M
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2021 Filed on Jan 25, 2022
3,407
$80.05 - $92.13 $273K - $314K
SLX
Vaneck ETF Tr Steel ETF

ETFs
Q4 2021 Filed on Jan 25, 2022
6,248
$50.91 - $58.37 $318K - $365K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Jan 25, 2022
940
$206.99 - $245.33 $195K - $231K
FCTR
First Tr Exchange Traded Fd

ETFs
Q4 2021 Filed on Jan 25, 2022
68,440
$33.53 - $36.87 $2.29M - $2.52M
PSCC
Invesco S&P Smallcap Consumer

ETFs
Q3 2021 Filed on Jan 25, 2022
5,894
$97.19 - $106.49 $573K - $628K
EPP
Ishares Inc

ETFs
Q3 2021 Filed on Jan 25, 2022
4,102
$48.46 - $52.1 $199K - $214K
CHIM
Global X Msci China Materials
Q4 2021 Filed on Jan 25, 2022
16,297
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2021 Filed on Jan 25, 2022
1,825
$127.7 - $130.86 $233K - $239K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q3 2021 Filed on Jan 25, 2022
32,081
$18.68 - $21.1 $599K - $677K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Jan 25, 2022
7,097
$259.0 - $308.53 $1.84M - $2.19M
DVN
Devon Energy Corp

Energy
Q3 2021 Filed on Jan 25, 2022
9,814
$24.93 - $35.75 $245K - $351K
ADSK
Autodesk, Inc.

Technology
Q4 2021 Filed on Jan 25, 2022
731
$249.68 - $333.64 $183K - $244K
VXX
Barclays Bank PLC

ETFs
Q4 2021 Filed on Jan 25, 2022
150,824
$18.53 - $27.96 $2.79M - $4.22M
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Jan 25, 2022
1,836
$271.82 - $301.88 $499K - $554K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 25, 2022
1,727
$135.09 - $284.11 $233K - $491K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Jan 25, 2022
3,490
$249.49 - $325.25 $871K - $1.14M
PICK
Ishares Inc Msci Global Select

ETFs
Q4 2021 Filed on Jan 25, 2022
8,760
$40.24 - $44.48 $353K - $390K
XHS
Spdr S&P Health Care Services

ETFs
Q4 2021 Filed on Jan 25, 2022
21,001
$96.1 - $111.17 $2.02M - $2.33M
IYJ
Ishares Tr

ETFs
Q3 2021 Filed on Jan 25, 2022
10,664
$107.16 - $114.98 $1.14M - $1.23M
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Jan 25, 2022
1,998
$184.24 - $201.29 $368K - $402K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2021 Filed on Jan 25, 2022
37,192
$73.28 - $81.04 $2.73M - $3.01M
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2021 Filed on Jan 25, 2022
8,882
$77.71 - $83.6 $690K - $743K
FDT
First Trust Developed Markets

ETFs
Q4 2021 Filed on Jan 25, 2022
3,370
$58.75 - $62.74 $198K - $211K
FEM
First Trust Emerging Markets A

ETFs
Q3 2021 Filed on Jan 25, 2022
11,403
$26.13 - $29.21 $298K - $333K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Jan 25, 2022
1,606
$99.53 - $127.75 $160K - $205K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q3 2021 Filed on Jan 25, 2022
4,697
$62.25 - $63.89 $292K - $300K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
Q3 2021 Filed on Jan 25, 2022
4,934
$65.7 - $70.48 $324K - $348K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Jan 25, 2022
7,427
$30.48 - $38.73 $226K - $288K
SILJ
ETF Managers Tr Etfmg Prime Jr

ETFs
Q3 2021 Filed on Jan 25, 2022
25,355
$11.48 - $15.38 $291K - $390K
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity 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 Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email