Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Nov 05, 2020
18
$53.91 - $60.23 $970 - $1.08K
VSTM
Verastem, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
10,000
$1.11 - $1.68 $11.1K - $16.8K
ITEQ
ETF Managers Tr Bluestar Israe
Q2 2020 Filed on Jul 30, 2020
1,150
N/A
Biotelemetry Inc
Q2 2020 Filed on Jul 30, 2020
16,666
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q2 2020 Filed on Jul 30, 2020
325
$47.42 - $53.45 $15.4K - $17.4K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2020 Filed on Jul 30, 2020
400
$24.7 - $32.15 $9.88K - $12.9K
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
4,253
N/A
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
800
$53.64 - $65.65 $42.9K - $52.5K
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2020 Filed on Jul 30, 2020
242
$23.02 - $31.17 $5.57K - $7.54K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2020 Filed on Jul 30, 2020
606
$35.5 - $45.33 $21.5K - $27.5K
INDA
Ishares Msci India Index Fund

ETFs
Q2 2020 Filed on Jul 30, 2020
250
$22.01 - $29.64 $5.5K - $7.41K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2020 Filed on Jul 30, 2020
102
$19.87 - $25.05 $2.03K - $2.56K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2020 Filed on Jul 30, 2020
66
$54.35 - $56.24 $3.59K - $3.71K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2020 Filed on Jul 30, 2020
86
$58.18 - $58.86 $5K - $5.06K
IHF
Ishares Tr

ETFs
Q1 2020 Filed on May 08, 2020
724
$137.01 - $211.53 $99.2K - $153K
Spdr Series Trust
Q1 2020 Filed on May 08, 2020
8,406
N/A
UNP
Union Pacific Corp

Industrials
Q1 2020 Filed on May 08, 2020
1,408
$114.04 - $187.19 $161K - $264K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2020 Filed on May 08, 2020
4,650
$55.12 - $93.97 $256K - $437K
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on May 08, 2020
2
$98.45 - $170.48 $197 - $341
KRNT
Kornit Digital Ltd.

Industrials
Q1 2020 Filed on May 08, 2020
34,749
$24.12 - $44.55 $838K - $1.55M
EDV
Vanguard Extended Duration Tre

ETFs
Q1 2020 Filed on May 08, 2020
3,925
$131.58 - $178.36 $516K - $700K
Royal Dutch Shell PLC
Q1 2020 Filed on May 08, 2020
3,350
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on May 08, 2020
1
$27.48 - $31.14 $27.5 - $31.1
VNM
Vaneck Vietnam ETF

ETFs
Q1 2020 Filed on May 08, 2020
325
$9.7 - $16.26 $3.15K - $5.28K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 08, 2020
99
$20.14 - $55.75 $1.99K - $5.52K
United Technologies Corp
Q1 2020 Filed on May 08, 2020
3,188
N/A
BAX
Baxter International Inc

Healthcare
Q4 2019 Filed on Feb 07, 2020
6,000
$76.7 - $88.45 $460K - $531K
BP
Bp PLC

Energy
Q4 2019 Filed on Feb 07, 2020
21,897
$36.37 - $39.83 $796K - $872K
ELV
Elevance Health, Inc.

Healthcare
Q4 2019 Filed on Feb 07, 2020
1,210
$234.82 - $306.42 $284K - $371K
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 07, 2019
3,493
$71.66 - $93.09 $250K - $325K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q2 2019 Filed on Jul 25, 2019
15,917
$21.41 - $22.93 $341K - $365K
DDD
3 D Systems Corp

Technology
Q2 2019 Filed on Jul 25, 2019
2,085
$7.85 - $11.22 $16.4K - $23.4K
ABT
Abbott Laboratories

Healthcare
Q2 2019 Filed on Jul 25, 2019
30,000
$72.88 - $85.0 $2.19M - $2.55M
AYX
Alteryx, Inc.

Technology
Q2 2019 Filed on Jul 25, 2019
24,403
$80.66 - $109.98 $1.97M - $2.68M
AORT
Artivion, Inc.

Healthcare
Q2 2019 Filed on Jul 25, 2019
18,500
$27.55 - $32.39 $510K - $599K
Celgene Corp
Q2 2019 Filed on Jul 25, 2019
9,466
N/A
NGD
New Gold Inc.

Basic Materials
Q2 2019 Filed on Jul 25, 2019
11,200
$0.63 - $0.96 $7.06K - $10.8K
GD
General Dynamics Corp

Industrials
Q2 2019 Filed on Jul 25, 2019
17,878
$160.82 - $182.37 $2.88M - $3.26M
AIG
American International Group, Inc.

Financial Services
Q2 2019 Filed on Jul 25, 2019
5,936
$43.55 - $54.25 $259K - $322K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
Q2 2019 Filed on Jul 25, 2019
292
$12.79 - $13.47 $3.73K - $3.93K
Aveo Pharmaceuticals Inc
Q2 2019 Filed on Jul 25, 2019
34,722
N/A
TECK
Teck Resources LTD

Basic Materials
Q2 2019 Filed on Jul 25, 2019
3,956
$19.61 - $25.24 $77.6K - $99.8K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q2 2019 Filed on Jul 25, 2019
7,192
$42.43 - $53.48 $305K - $385K
SLV
I Shares Silver Trust

ETFs
Q2 2019 Filed on Jul 25, 2019
10,147
$13.46 - $14.46 $137K - $147K
PNR
Pentair PLC

Industrials
Q2 2019 Filed on Jul 25, 2019
18,354
$34.82 - $45.49 $639K - $835K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2019 Filed on Jul 25, 2019
3,816
$62.38 - $77.93 $238K - $297K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2019 Filed on Jul 25, 2019
3,350
$126.65 - $153.24 $424K - $513K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2019 Filed on Jul 25, 2019
110,172
$19.2 - $23.86 $2.12M - $2.63M
PSEC
Prospect Capital Corp

Financial Services
Q2 2019 Filed on Jul 25, 2019
16,359
$6.24 - $6.83 $102K - $112K
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