Lyell Wealth Management, LP Closed Holding Positions

Lyell Wealth Management, LP

  • $1.09 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 28, 2022
5,327
$84.66 - $98.11 $451K - $523K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Jul 28, 2022
2,503
$75.68 - $77.74 $189K - $195K
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Jul 28, 2022
3,068
$50.91 - $108.6 $156K - $333K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Jul 28, 2022
4,638
$34.98 - $48.38 $162K - $224K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 04, 2022
3,900
$36.87 - $57.48 $144K - $224K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 04, 2022
1,050
$87.78 - $223.31 $92.2K - $234K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2022 Filed on May 04, 2022
3,855
$86.25 - $121.71 $332K - $469K
Draftkings Inc
Q1 2022 Filed on May 04, 2022
8,765
N/A
Xilinx Inc
Q1 2022 Filed on May 04, 2022
13,641
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on May 04, 2022
6,853
$42.79 - $51.23 $293K - $351K
FRC
First Republic Bank

Financial Services
Q1 2022 Filed on May 04, 2022
1,150
$156.48 - $208.09 $180K - $239K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 04, 2022
1,534
$65.63 - $82.62 $101K - $127K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 08, 2022
950
$280.02 - $327.35 $266K - $311K
Credit Suisse Ag Nassau Brh
Q4 2021 Filed on Feb 08, 2022
520
N/A
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 08, 2022
1,216
$170.04 - $183.66 $207K - $223K
SNDL
Sundial Growers Inc.

Healthcare
Q4 2021 Filed on Feb 08, 2022
25,000
$5.6 - $9.2 $140K - $230K
CHGG
Chegg, Inc

Consumer Defensive
Q4 2021 Filed on Feb 08, 2022
23,285
$24.99 - $69.96 $582K - $1.63M
PXLW
Pixelworks, Inc

Technology
Q3 2021 Filed on Nov 10, 2021
20,000
$2.7 - $7.75 $54K - $155K
Slack Technologies Inc
Q3 2021 Filed on Nov 10, 2021
4,593
N/A
NTES
Net Ease, Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
10,010
$78.92 - $114.41 $790K - $1.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2021 Filed on Nov 10, 2021
2,188
$154.62 - $164.07 $338K - $359K
EFG
Msci Eafe Growth ETF

ETFs
Q2 2021 Filed on Aug 09, 2021
2,100
$102.07 - $109.39 $214K - $230K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2021 Filed on Aug 09, 2021
10,671
$5.77 - $7.09 $61.6K - $75.7K
Svmk Inc
Q2 2021 Filed on Aug 09, 2021
21,959
N/A
ETF Managers Tr
Q1 2021 Filed on May 07, 2021
5,870
N/A
SPLK
Splunk Inc

Technology
Q1 2021 Filed on May 07, 2021
1,719
$131.03 - $175.09 $225K - $301K
Aimmune Therapeutics Inc
Q4 2020 Filed on Feb 04, 2021
6,000
N/A
Ishares Tr
Q4 2020 Filed on Feb 04, 2021
93,389
N/A
TRUP
Trupanion, Inc.

Financial Services
Q3 2020 Filed on Nov 04, 2020
5,000
$42.89 - $78.9 $214K - $395K
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
2,643
N/A
Raytheon CO
Q2 2020 Filed on Jul 30, 2020
23,461
N/A
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q2 2020 Filed on Jul 30, 2020
249,361
$9.38 - $12.65 $2.34M - $3.15M
Royal Dutch Shell PLC
Q1 2020 Filed on May 11, 2020
3,666
N/A
EOG
Eog Resources Inc

Energy
Q1 2020 Filed on May 11, 2020
3,815
$29.76 - $89.29 $114K - $341K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2019 Filed on Feb 05, 2020
5,682
$50.18 - $59.22 $285K - $336K
Ishares Tr
Q4 2019 Filed on Feb 05, 2020
23,435
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 05, 2020
3,000
N/A
REI
Ring Energy, Inc.

Energy
Q4 2019 Filed on Feb 05, 2020
11,450
$1.3 - $2.73 $14.9K - $31.3K
Worldpay Inc
Q3 2019 Filed on Nov 06, 2019
11,575
N/A
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 06, 2019
6,100
$36.36 - $52.15 $222K - $318K
UPWK
Upwork, Inc

Industrials
Q3 2019 Filed on Nov 06, 2019
37,938
$13.26 - $17.04 $503K - $646K
NH
Nant Health, Inc.

Healthcare
Q3 2019 Filed on Nov 06, 2019
13,000
$0.47 - $0.87 $6.11K - $11.3K
Pra Health Sciences Inc
Q3 2019 Filed on Nov 06, 2019
22,580
N/A
GWRS
Global Water Resources, Inc.

Utilities
Q3 2019 Filed on Nov 06, 2019
10,750
$10.15 - $13.3 $109K - $143K
CMA
Comerica Inc

Financial Services
Q2 2019 Filed on Aug 01, 2019
10,261
$68.82 - $80.33 $706K - $824K
Dowdupont Inc
Q2 2019 Filed on Aug 01, 2019
5,258
N/A
BOX
Box Inc

Technology
Q1 2019 Filed on May 06, 2019
10,480
$17.66 - $24.88 $185K - $261K
LIN
Linde PLC

Basic Materials
Q1 2019 Filed on May 06, 2019
1,400
$152.29 - $176.63 $213K - $247K
General Electric CO
Q4 2018 Filed on Feb 11, 2019
17,529
N/A
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