Marks Group Wealth Management, Inc Closed Holding Positions

Marks Group Wealth Management, Inc

  • $1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STNE
Stone Co Ltd.

Technology
Q4 2021 Filed on Feb 14, 2022
7,112
$14.95 - $39.46 $106K - $281K
SPT
Sprout Social, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
1,977
$82.04 - $142.0 $162K - $281K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
146,677
$8.46 - $9.79 $1.24M - $1.44M
DISH
Dish Network Corp

Communication Services
Q4 2021 Filed on Feb 14, 2022
37,942
$30.55 - $45.43 $1.16M - $1.72M
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2021 Filed on Feb 14, 2022
86,085
$15.83 - $18.15 $1.36M - $1.56M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
7,656
$60.25 - $67.16 $461K - $514K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q4 2021 Filed on Feb 14, 2022
74,067
$19.27 - $21.54 $1.43M - $1.6M
ATKR
Atkore Inc.

Industrials
Q3 2021 Filed on Nov 15, 2021
2,849
$67.07 - $99.91 $191K - $285K
WTW
Willis Towers Watson PLC

Financial Services
Q3 2021 Filed on Nov 15, 2021
21,859
$201.6 - $236.75 $4.41M - $5.18M
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
2,884
$62.19 - $83.24 $179K - $240K
UI
Ubiquiti Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
8,957
$294.55 - $337.95 $2.64M - $3.03M
WELL
Welltower Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
6,470
$82.4 - $89.68 $533K - $580K
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 15, 2021
236,140
N/A
COO
Cooper Companies, Inc.

Healthcare
Q2 2021 Filed on Aug 10, 2021
13,927
$372.36 - $412.07 $5.19M - $5.74M
Ishares Gold Tr
Q2 2021 Filed on Aug 10, 2021
1,281,142
N/A
Flir Sys Inc
Q2 2021 Filed on Aug 10, 2021
14,688
N/A
ASHS
Xtrackers Harvest Csi 500 Chin

ETFs
Q2 2021 Filed on Aug 10, 2021
6,170
$34.52 - $38.39 $213K - $237K
Ihs Markit LTD
Q2 2021 Filed on Aug 10, 2021
120,165
N/A
CBD
Brazilian Distribution CO Companhia Brasileira De Distr Cbd

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
14,302
$5.63 - $8.31 $80.5K - $119K
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2021 Filed on Aug 10, 2021
23,636
$251.87 - $278.14 $5.95M - $6.57M
ERJ
Embraer S.A.

Industrials
Q2 2021 Filed on Aug 10, 2021
12,115
$9.8 - $16.81 $119K - $204K
Gs Acquisition Hldgs Corp Ii
Q1 2021 Filed on May 17, 2021
13,410
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on May 17, 2021
3,542
$128.44 - $137.43 $455K - $487K
ESLT
Elbit Systems LTD

Industrials
Q1 2021 Filed on May 17, 2021
22,899
$127.06 - $144.35 $2.91M - $3.31M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
3,631
$57.11 - $67.92 $207K - $247K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
48,605
N/A
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2021 Filed on May 17, 2021
20,813
$77.92 - $88.58 $1.62M - $1.84M
SPYG
Spdr Portfolio

ETFs
Q1 2021 Filed on May 17, 2021
7,398
$53.23 - $58.3 $394K - $431K
Discovery Inc
Q1 2021 Filed on May 17, 2021
30,253
N/A
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
53,774
$45.01 - $54.58 $2.42M - $2.93M
NTRS
Northern Trust Corp

Financial Services
Q1 2021 Filed on May 17, 2021
20,637
$89.19 - $107.02 $1.84M - $2.21M
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2021 Filed on May 17, 2021
9,626
$190.69 - $240.61 $1.84M - $2.32M
Servicemaster Global Hldgs I
Q4 2020 Filed on Feb 08, 2021
50,354
N/A
CX
Cemex Sab De Cv

Basic Materials
Q4 2020 Filed on Feb 08, 2021
18,135
$3.72 - $5.63 $67.5K - $102K
Linx Sa
Q4 2020 Filed on Feb 08, 2021
10,528
N/A
LBRDA
Liberty Broadband Corp

Communication Services
Q4 2020 Filed on Feb 08, 2021
5,505
$133.77 - $161.83 $736K - $891K
CME
Cme Group Inc.

Financial Services
Q4 2020 Filed on Feb 08, 2021
2,918
$149.56 - $184.94 $436K - $540K
Cabot Microelectronics Corp
Q4 2020 Filed on Feb 08, 2021
31,728
N/A
SCI
Service Corp International

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
11,540
$36.51 - $48.07 $421K - $555K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 10, 2020
89,918
N/A
WWD
Woodward, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
63,219
$72.42 - $87.54 $4.58M - $5.53M
ECL
Ecolab Inc.

Basic Materials
Q3 2020 Filed on Nov 10, 2020
20,802
$184.41 - $212.04 $3.84M - $4.41M
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2020 Filed on Nov 10, 2020
76,753
$55.28 - $70.72 $4.24M - $5.43M
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q3 2020 Filed on Nov 10, 2020
86,708
$4.62 - $5.6 $401K - $486K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 10, 2020
102,873
$14.59 - $18.55 $1.5M - $1.91M
GPN
Global Payments Inc

Industrials
Q2 2020 Filed on Aug 10, 2020
3,272
$126.3 - $189.78 $413K - $621K
Aon PLC
Q2 2020 Filed on Aug 10, 2020
33,873
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
97,160
$7.99 - $12.43 $776K - $1.21M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 10, 2020
60,751
$14.77 - $20.65 $897K - $1.25M
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