Mason Investment Advisory Services, Inc. Closed Holding Positions

Mason Investment Advisory Services, Inc.

  • $1.62 Trillion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Annaly Capital Management In
Q4 2022 Filed on Aug 07, 2024
10,864
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q4 2022 Filed on Aug 07, 2024
6,584
$88.71 - $110.57 $584K - $728K
HUM
Humana Inc

Healthcare
Q4 2022 Filed on Aug 07, 2024
469
$497.04 - $563.0 $233K - $264K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2022 Filed on Aug 07, 2024
1,161
$19.27 - $342.58 $22.4K - $398K
FMC
Fmc Corp

Basic Materials
Q2 2022 Filed on Aug 07, 2024
6,944
$103.69 - $139.49 $720K - $969K
AVY
Avery Dennison Corp

Industrials
Q3 2022 Filed on Aug 07, 2024
1,543
$162.7 - $204.12 $251K - $315K
AKAM
Akamai Technologies Inc

Technology
Q4 2022 Filed on Aug 07, 2024
3,331
$78.06 - $95.2 $260K - $317K
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Aug 07, 2024
5,940
$102.07 - $123.37 $606K - $733K
ACN
Accenture PLC

Technology
Q4 2022 Filed on Aug 07, 2024
1,579
$252.72 - $302.91 $399K - $478K
MDT
Medtronic PLC

Healthcare
Q4 2022 Filed on Aug 07, 2024
3,768
$76.18 - $87.74 $287K - $331K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2022 Filed on Aug 07, 2024
4,287
$55.26 - $68.31 $237K - $293K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2022 Filed on Aug 07, 2024
1,795
$145.75 - $187.57 $262K - $337K
PH
Parker Hannifin Corp

Industrials
Q4 2022 Filed on Aug 07, 2024
866
$252.26 - $311.06 $218K - $269K
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Aug 07, 2024
8,485
$155.6 - $218.85 $1.32M - $1.86M
SAIC
Science Applications International Corp

Technology
Q4 2022 Filed on Aug 07, 2024
5,490
$91.06 - $115.11 $500K - $632K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Aug 07, 2024
6,931
$101.7 - $144.56 $705K - $1M
TFX
Teleflex Inc

Healthcare
Q4 2022 Filed on Aug 07, 2024
1,441
$188.57 - $253.75 $272K - $366K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2022 Filed on Aug 07, 2024
5,653
$36.49 - $42.54 $206K - $240K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2022 Filed on Aug 07, 2024
3,376
$67.45 - $82.5 $228K - $279K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Aug 06, 2024
15,879
$97.11 - $146.61 $1.54M - $2.33M
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Aug 06, 2024
1,603
$169.17 - $185.91 $271K - $298K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2021 Filed on Aug 06, 2024
12,944
$87.77 - $97.59 $1.14M - $1.26M
VZ
Verizon Communications Inc

Communication Services
Q2 2021 Filed on Aug 06, 2024
18,415
$55.82 - $59.52 $1.03M - $1.1M
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2024
6,495
$180.5 - $208.59 $1.17M - $1.35M
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Aug 06, 2024
12,000
$125.2 - $162.72 $1.5M - $1.95M
BA
Boeing CO

Industrials
Q3 2021 Filed on Aug 06, 2024
4,025
$206.99 - $239.73 $833K - $965K
CSCO
Cisco Systems, Inc.

Technology
Q2 2021 Filed on Aug 06, 2024
24,218
$50.71 - $55.03 $1.23M - $1.33M
KO
Coca Cola CO

Consumer Defensive
Q4 2021 Filed on Aug 06, 2024
22,440
$52.3 - $59.21 $1.17M - $1.33M
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 06, 2024
2,854
$322.24 - $377.51 $920K - $1.08M
PTC
Ptc Inc.

Technology
Q4 2021 Filed on Aug 06, 2024
7,100
$105.94 - $129.85 $752K - $922K
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Aug 06, 2024
19,086
$52.18 - $60.15 $996K - $1.15M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Aug 05, 2024
13,071
$39.52 - $57.92 $517K - $757K
CIT
Cit Group Inc.

Financial Services
Q2 2020 Filed on Aug 05, 2024
11,127
N/A
DY
Dycom Industries Inc

Industrials
Q3 2020 Filed on Aug 05, 2024
97,368
$37.36 - $65.05 $3.64M - $6.33M
IGE
Ishares Tr North Amern Nat Res

ETFs
Q2 2020 Filed on Aug 05, 2024
15,722
$16.04 - $24.9 $252K - $391K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Aug 05, 2024
4,542
$50.9 - $64.65 $231K - $294K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2020 Filed on Aug 05, 2024
8,924
$74.44 - $109.12 $664K - $974K
UPS
United Parcel Service Inc

Industrials
Q2 2020 Filed on Aug 05, 2024
9,549
$90.0 - $111.18 $859K - $1.06M
USB
Us Bancorp \De\

Financial Services
Q2 2020 Filed on Aug 05, 2024
20,581
$29.45 - $43.51 $606K - $895K
SPYG
Spdr Portfolio

ETFs
Q3 2020 Filed on Aug 05, 2024
4,708
$45.36 - $54.05 $214K - $254K
ST
Sensata Technologies Holding PLC

Technology
Q4 2019 Filed on Aug 02, 2024
4,751
$46.29 - $54.05 $220K - $257K
Bb&T Corp
Q4 2019 Filed on Aug 02, 2024
23,059
N/A
Aon PLC
Q3 2019 Filed on Aug 02, 2024
5,342
N/A
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