Mount Yale Investment Advisors, LLC Sells in Q4 2024

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Atmus Filtration Technologie
-1
- 0.01%
N/A
8.27K $0
Rubrik Inc.
-2.12K
- 32.81%
N/A
4.34K $0
Blackrock ETF Trust Ii
-2.2K
- 10.91%
N/A
17.9K $0
Liberty Media Corp Del
-805
- 11.02%
N/A
6.5K $0
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-48
- 1.97%
$174.04 - $205.27 $8.35K - $9.85K
2.39K $431K
Atlassian Corporation
-324
- 4.69%
N/A
6.59K $0
Canadian Pacific Kansas City
-9.18K
- 29.71%
N/A
21.7K $0
Astera Labs Inc
-8.39K
- 74.01%
N/A
2.95K $0
Cooper Cos Inc
-31
- 0.44%
N/A
7.08K $0
Nuveen Churchill Direct Lend
-432
- 1.1%
N/A
38.7K $0
Natwest Group PLC
-36.3K
- 36.43%
N/A
63.4K $0
Gsk PLC
-24K
- 68.66%
N/A
10.9K $0
Ferguson Enterprises Inc
-1.57K
- 11.59%
N/A
12K $0
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.5%
$1023.06 - $1220.93 $1.02K - $1.22K
200 $210K
HQY
Healthequity, Inc.

Healthcare
-570
- 14.15%
$78.18 - $104.65 $44.6K - $59.7K
3.46K $331K
MSI
Motorola Solutions, Inc.

Technology
-49
- 2.26%
$449.08 - $504.6 $22K - $24.7K
2.12K $981K
ZBRA
Zebra Technologies Corp

Technology
-21
- 2.31%
$360.09 - $411.94 $7.56K - $8.65K
889 $343K
PTC
Ptc Inc.

Technology
-28
- 0.71%
$175.97 - $201.89 $4.93K - $5.65K
3.92K $720K
SSB
South State Corp

Financial Services
-2
- 0.05%
$94.05 - $111.93 $188 - $224
4K $397K
FLR
Fluor Corp

Industrials
-3
- 0.05%
$46.92 - $58.93 $141 - $177
6.28K $309K
NPO
Enpro Industries, Inc

Industrials
-4
- 0.22%
$145.61 - $195.16 $582 - $781
1.82K $314K
AIT
Applied Industrial Technologies Inc

Industrials
-55
- 2.59%
$220.05 - $280.49 $12.1K - $15.4K
2.07K $495K
QTWO
Q2 Holdings, Inc.

Technology
-499
- 14.29%
$77.81 - $110.85 $38.8K - $55.3K
2.99K $301K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-413
- 4.0%
$481.22 - $538.17 $199K - $222K
9.92K $5.07M
MAR
Marriott International Inc

Consumer Cyclical
-26
- 1.88%
$246.06 - $292.59 $6.4K - $7.61K
1.36K $378K
EME
Emcor Group, Inc.

Industrials
-29
- 1.36%
$427.96 - $526.95 $12.4K - $15.3K
2.1K $952K
VRSN
Verisign Inc

Technology
-29
- 1.13%
$176.68 - $206.96 $5.12K - $6K
2.55K $526K
MTDR
Matador Resources CO

Energy
-112
- 1.74%
$50.33 - $60.91 $5.64K - $6.82K
6.32K $355K
HBAN
Huntington Bancshares Inc

Financial Services
-2.37K
- 4.79%
$14.18 - $18.2 $33.6K - $43.1K
47.1K $766K
TDY
Teledyne Technologies Inc

Technology
-3
- 0.19%
$436.59 - $489.24 $1.31K - $1.47K
1.55K $717K
BANR
Banner Corp

Financial Services
-14
- 0.25%
$57.86 - $76.26 $810 - $1.07K
5.63K $375K
LAD
Lithia Motors Inc

Consumer Cyclical
-36
- 2.45%
$303.15 - $394.27 $10.9K - $14.2K
1.43K $512K
QLYS
Qualys, Inc.

Technology
-61
- 1.18%
$119.24 - $159.23 $7.27K - $9.71K
5.09K $713K
CW
Curtiss Wright Corp

Industrials
-38
- 1.32%
$335.08 - $389.49 $12.7K - $14.8K
2.85K $1.01M
WTFC
Wintrust Financial Corp

Financial Services
-107
- 2.01%
$104.15 - $138.5 $11.1K - $14.8K
5.21K $649K
GDYN
Grid Dynamics Holdings, Inc.

Technology
-3.18K
- 17.89%
$13.96 - $22.7 $44.4K - $72.3K
14.6K $324K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-46
- 1.0%
$193.7 - $235.05 $8.91K - $10.8K
4.53K $1.04M
DSGX
Descartes Systems Group Inc

Technology
-12
- 0.15%
$100.21 - $121.37 $1.2K - $1.46K
7.87K $893K
SUM
Summit Materials, Inc.

Basic Materials
-41
- 0.55%
$36.82 - $51.66 $1.51K - $2.12K
7.41K $374K
NTRA
Natera, Inc.

Healthcare
-893
- 11.86%
$117.67 - $174.0 $105K - $155K
6.64K $1.05M
SNA
Snap On Inc

Industrials
-3
- 0.16%
$285.44 - $371.35 $856 - $1.11K
1.93K $653K
WSM
Williams Sonoma Inc

Consumer Cyclical
-55
- 1.52%
$129.13 - $198.21 $7.1K - $10.9K
3.56K $659K
APH
Amphenol Corp

Technology
-213
- 0.78%
$62.07 - $75.35 $13.2K - $16K
27.2K $1.89M
WK
Workiva Inc

Technology
-6
- 0.16%
$76.11 - $114.78 $457 - $689
3.68K $402K
TTWO
Take Two Interactive Software Inc

Communication Services
-34
- 0.83%
$147.66 - $190.46 $5.02K - $6.48K
4.06K $747K
WIX
Wix.Com Ltd.

Technology
-227
- 5.82%
$156.75 - $229.35 $35.6K - $52.1K
3.67K $787K
WFC
Wells Fargo & Company

Financial Services
-4.42K
- 13.39%
$54.98 - $77.35 $243K - $342K
28.6K $2.01M
PSTG
Pure Storage, Inc.

Technology
-24
- 0.18%
$48.19 - $66.6 $1.16K - $1.6K
13.6K $834K
PEN
Penumbra Inc

Healthcare
-10
- 0.27%
$190.97 - $253.66 $1.91K - $2.54K
3.76K $893K
Activity Summary
Buys All Purchases 263 New Holdings 74 Increased Positions 189 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 4 Puts 7
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