Holistic Financial Partners Closed Holding Positions

Holistic Financial Partners

  • $197 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MEOH
Methanex Corp

Basic Materials
Q2 2018 Filed on Aug 14, 2018
142
$60.05 - $71.3 $8.53K - $10.1K
MET
Metlife Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
955
$43.6 - $48.46 $41.6K - $46.3K
IXP
Ishares Global Comm Services E

ETFs
Q2 2018 Filed on Aug 14, 2018
200
$53.77 - $58.85 $10.8K - $11.8K
Micro Focus International Pl
Q2 2018 Filed on Aug 14, 2018
10
N/A
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
360
N/A
Momo Inc
Q2 2018 Filed on Aug 14, 2018
89
N/A
Sensata Technologies Hld
Q1 2018 Filed on May 14, 2018
1,719
N/A
Express Scripts Hldg CO
Q1 2018 Filed on May 14, 2018
490
N/A
Microsemi Corp
Q1 2018 Filed on May 14, 2018
49
N/A
Priceline Grp Inc
Q1 2018 Filed on May 14, 2018
89
N/A
Csra Inc
Q1 2018 Filed on May 14, 2018
63
N/A
Celgene Corp
Q1 2018 Filed on May 14, 2018
643
N/A
Liberty Interactive Corp
Q1 2018 Filed on May 14, 2018
1,715
N/A
NUE
Nucor Corp

Basic Materials
Q1 2018 Filed on May 14, 2018
69
$59.32 - $70.18 $4.09K - $4.84K
WELL
Welltower Inc.

Real Estate
Q1 2018 Filed on May 14, 2018
190
$52.03 - $64.14 $9.89K - $12.2K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
42
$83.77 - $107.4 $3.52K - $4.51K
Repros Therapeutics Inc
Q1 2018 Filed on May 14, 2018
643
N/A
BCS
Barclays PLC

Financial Services
Q1 2018 Filed on May 14, 2018
5,120
$10.52 - $12.33 $53.9K - $63.1K
BBD
Bank Bradesco

Financial Services
Q1 2018 Filed on May 14, 2018
8,620
$8.85 - $10.9 $76.3K - $94K
HOMB
Home Bancshares Inc

Financial Services
Q1 2018 Filed on May 14, 2018
88
$22.34 - $25.1 $1.97K - $2.21K
BANX
Arrow Mark Financial Corp.

Financial Services
Q1 2018 Filed on May 14, 2018
100
$20.59 - $22.64 $2.06K - $2.26K
CE
Celanese Corp

Basic Materials
Q1 2018 Filed on May 14, 2018
93
$96.72 - $112.96 $8.99K - $10.5K
SIMO
Silicon Motion Technology Corp

Technology
Q1 2018 Filed on May 14, 2018
461
$43.41 - $56.49 $20K - $26K
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2018 Filed on May 14, 2018
665
$67.96 - $75.71 $45.2K - $50.3K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2018 Filed on May 14, 2018
76
$50.63 - $67.46 $3.85K - $5.13K
Bioverativ Inc
Q1 2018 Filed on May 14, 2018
5
N/A
K2 M Group Hldgs Inc
Q1 2018 Filed on May 14, 2018
500
N/A
Liberty Interactive Corp
Q1 2018 Filed on May 14, 2018
16,976
N/A
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2018 Filed on May 14, 2018
741
$27.36 - $32.67 $20.3K - $24.2K
SNY
Sanofi

Healthcare
Q1 2018 Filed on May 14, 2018
327
$38.98 - $45.76 $12.7K - $15K
Twenty First Centy Fox I
Q1 2018 Filed on May 14, 2018
327
N/A
Liberty Global PLC
Q1 2018 Filed on May 14, 2018
611
N/A
Liberty Global PLC
Q1 2018 Filed on May 14, 2018
1,941
N/A
Regal Entmt Group
Q1 2018 Filed on May 14, 2018
11,489
N/A
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
132
$3.71 - $6.74 $490 - $890
Iac Interactivecorp
Q1 2018 Filed on May 14, 2018
23
N/A
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