Journey Strategic Wealth LLC Closed Holding Positions

Journey Strategic Wealth LLC

  • $2.34 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Electric Last Mile Solutns I
Q2 2022 Filed on Aug 15, 2022
15,000
N/A
Tonix Pharmaceuticals Hldg C
Q2 2022 Filed on Aug 15, 2022
10,000
N/A
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Aug 15, 2022
361
$389.13 - $547.75 $140K - $198K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,810
$73.92 - $82.1 $208K - $231K
Zosano Pharma Corp
Q2 2022 Filed on Aug 15, 2022
20,000
N/A
WU
Western Union CO

Financial Services
Q2 2022 Filed on Aug 15, 2022
14,041
$15.47 - $19.82 $217K - $278K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q2 2022 Filed on Aug 15, 2022
337,412
$37.03 - $44.95 $12.5M - $15.2M
PSA
Public Storage

Real Estate
Q2 2022 Filed on Aug 15, 2022
551
$297.48 - $419.9 $164K - $231K
FSP
Franklin Street Properties Corp

Real Estate
Q2 2022 Filed on Aug 15, 2022
12,499
$3.92 - $5.96 $49K - $74.5K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Aug 15, 2022
3,586
$45.24 - $78.15 $162K - $280K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,842
$59.8 - $87.18 $170K - $248K
HWC
Hancock Whitney Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
3,964
$43.25 - $51.6 $171K - $205K
STGW
Stagwell Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
13,716
$5.43 - $8.1 $74.5K - $111K
CADE
Cadence Bank

Financial Services
Q2 2022 Filed on Aug 15, 2022
6,990
$22.97 - $28.74 $161K - $201K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2022 Filed on Aug 15, 2022
2,489
$121.65 - $143.48 $303K - $357K
Evofem Biosciences Inc
Q2 2022 Filed on Aug 15, 2022
10,000
N/A
CPT
Camden Property Trust

Real Estate
Q2 2022 Filed on Aug 15, 2022
1,591
$126.0 - $175.21 $200K - $279K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
491
$280.61 - $420.45 $138K - $206K
LAD
Lithia Motors Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
685
$254.52 - $311.12 $174K - $213K
MRO
Marathon Oil Corp

Energy
Q2 2022 Filed on Aug 15, 2022
8,912
$22.02 - $32.17 $196K - $287K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 16, 2022
369
$380.09 - $587.6 $140K - $217K
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 16, 2022
42,301
$0.63 - $1.59 $26.6K - $67.3K
CTLT
Catalent, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
1,560
$94.19 - $124.49 $147K - $194K
RNDM
First Tr Vi Developed Intl Equ

ETFs
Q1 2022 Filed on May 16, 2022
15,610
N/A
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2022 Filed on May 16, 2022
2,948
$140.72 - $152.6 $415K - $450K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 16, 2022
3,758
$72.45 - $85.55 $272K - $321K
MKSI
Mks Instruments Inc

Technology
Q1 2022 Filed on May 16, 2022
1,582
$136.3 - $180.69 $216K - $286K
Sterling Bancorp Del
Q1 2022 Filed on May 16, 2022
10,583
N/A
SYNA
Synaptics Inc

Technology
Q1 2022 Filed on May 16, 2022
900
$181.06 - $288.57 $163K - $260K
MXL
Maxlinear Inc

Technology
Q1 2022 Filed on May 16, 2022
3,420
$51.11 - $76.98 $175K - $263K
PTF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
1,501
$40.0 - $55.58 $60K - $83.4K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
4,136
$39.83 - $65.74 $165K - $272K
IGLB
Ishares 10+ Year Investment Gr

ETFs
Q1 2022 Filed on May 16, 2022
3,260
$59.3 - $68.52 $193K - $223K
WTS
Watts Water Technologies Inc

Industrials
Q1 2022 Filed on May 16, 2022
1,111
$138.95 - $193.75 $154K - $215K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q1 2022 Filed on May 16, 2022
2,116
$90.46 - $110.41 $191K - $234K
IYF
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
2,304
$78.62 - $91.32 $181K - $210K
IYG
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
11,641
$55.98 - $67.65 $652K - $788K
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