Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AIG
American International Group, Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
42
$27.72 - $40.98 $1.16K - $1.72K
NFG
National Fuel Gas CO

Energy
Q4 2020 Filed on Feb 08, 2021
451
$38.17 - $43.63 $17.2K - $19.7K
MET
Metlife Inc

Financial Services
Q4 2020 Filed on Feb 08, 2021
50
$36.6 - $48.67 $1.83K - $2.43K
PPG
Ppg Industries Inc

Basic Materials
Q4 2020 Filed on Feb 08, 2021
12
$121.78 - $149.11 $1.46K - $1.79K
LNT
Alliant Energy Corp

Utilities
Q4 2020 Filed on Feb 08, 2021
64
$49.54 - $57.42 $3.17K - $3.67K
USB
Us Bancorp \De\

Financial Services
Q4 2020 Filed on Feb 08, 2021
31
$36.0 - $46.73 $1.12K - $1.45K
Pra Health Sciences Inc
Q4 2020 Filed on Feb 08, 2021
26
N/A
KR
Kroger CO

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
65
$30.58 - $34.8 $1.99K - $2.26K
Acorda Therapeutics Inc
Q4 2020 Filed on Feb 08, 2021
100
N/A
Ishares Tr
Q4 2020 Filed on Feb 08, 2021
839
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 08, 2021
67,804
N/A
AVTR
Avantor, Inc.

Basic Materials
Q4 2020 Filed on Feb 08, 2021
174
$22.9 - $28.15 $3.98K - $4.9K
ROLL
Rbc Bearings Inc

Industrials
Q4 2020 Filed on Feb 08, 2021
21
$115.67 - $182.81 $2.43K - $3.84K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2020 Filed on Feb 08, 2021
19
$101.44 - $120.09 $1.93K - $2.28K
VEA
Vanguard Ftse Developed Market

ETFs
Q4 2020 Filed on Feb 08, 2021
2,240
$39.45 - $47.53 $88.4K - $106K
XEL
Xcel Energy Inc

Utilities
Q4 2020 Filed on Feb 08, 2021
47
$64.31 - $74.71 $3.02K - $3.51K
NDAQ
Nasdaq, Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
10
$120.99 - $133.21 $1.21K - $1.33K
PJT
Pjt Partners Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
35
$60.18 - $78.24 $2.11K - $2.74K
REG
Regency Centers Corp

Real Estate
Q4 2020 Filed on Feb 08, 2021
77
$34.05 - $49.08 $2.62K - $3.78K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
18
$70.04 - $86.09 $1.26K - $1.55K
EVBN
Evans Bancorp Inc

Financial Services
Q4 2020 Filed on Feb 08, 2021
56
$22.2 - $28.88 $1.24K - $1.62K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2020 Filed on Feb 08, 2021
22
$54.53 - $71.33 $1.2K - $1.57K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
7
$167.83 - $193.7 $1.17K - $1.36K
BKI
Black Knight, Inc.

Technology
Q4 2020 Filed on Feb 08, 2021
45
$86.77 - $95.48 $3.9K - $4.3K
GIS
General Mills Inc

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
26
$58.36 - $62.72 $1.52K - $1.63K
ADI
Analog Devices Inc

Technology
Q4 2020 Filed on Feb 08, 2021
10
$114.01 - $147.73 $1.14K - $1.48K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 08, 2021
64
$36.58 - $44.56 $2.34K - $2.85K
BL
Blackline, Inc.

Technology
Q4 2020 Filed on Feb 08, 2021
20
$88.1 - $140.28 $1.76K - $2.81K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 08, 2021
28
$36.08 - $43.78 $1.01K - $1.23K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 16, 2020
260
$23.93 - $31.98 $6.22K - $8.31K
OXY
Occidental Petroleum Corp

Energy
Q3 2020 Filed on Nov 16, 2020
400
$9.99 - $18.18 $4K - $7.27K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
40
$86.38 - $97.98 $3.46K - $3.92K
AMRN
Amarin Corp Plcuk

Healthcare
Q3 2020 Filed on Nov 16, 2020
500
$3.64 - $7.76 $1.82K - $3.88K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
8
$186.12 - $216.9 $1.49K - $1.74K
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
5,000
$27.09 - $42.14 $135K - $211K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
1,900
$5.02 - $6.09 $9.54K - $11.6K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
40
$47.67 - $58.29 $1.91K - $2.33K
CMI
Cummins Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
440
$170.95 - $213.51 $75.2K - $93.9K
Legg Mason Inc
Q3 2020 Filed on Nov 16, 2020
1,905
N/A
NRG
Nrg Energy, Inc.

Utilities
Q3 2020 Filed on Nov 16, 2020
191
$28.52 - $36.09 $5.45K - $6.89K
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
21,210
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q2 2020 Filed on Aug 13, 2020
23
$3.94 - $12.47 $90.6 - $287
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2020 Filed on Aug 13, 2020
4,180
$13.33 - $14.56 $55.7K - $60.9K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2020 Filed on Aug 13, 2020
1,285
$39.28 - $49.82 $50.5K - $64K
Alps ETF Tr
Q2 2020 Filed on Aug 13, 2020
3,085
N/A
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
490
$88.04 - $119.61 $43.1K - $58.6K
Whiting Pete Corp New
Q2 2020 Filed on Aug 13, 2020
11,800
N/A
Allergan PLC
Q2 2020 Filed on Aug 13, 2020
306
N/A
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
81
$91.94 - $119.67 $7.45K - $9.69K
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