O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $527 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Sanofi
Q4 2018 Filed on Jan 17, 2019
100
N/A
SREV
Servicesource International, Inc.
Q4 2018 Filed on Jan 17, 2019
1,000
$0.96 - $2.84 $960 - $2.84K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
400
$53.2 - $65.69 $21.3K - $26.3K
GM
General Motors CO

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
300
$30.56 - $38.45 $9.17K - $11.5K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2018 Filed on Jan 17, 2019
1,285
N/A
Alps ETF Tr
Q4 2018 Filed on Jan 17, 2019
1,674
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
57
$54.35 - $66.11 $3.1K - $3.77K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
20
$42.54 - $57.56 $851 - $1.15K
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2018 Filed on Jan 17, 2019
700
$12.27 - $16.85 $8.59K - $11.8K
CGNX
Cognex Corp

Technology
Q4 2018 Filed on Jan 17, 2019
80
$34.94 - $56.84 $2.8K - $4.55K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2018 Filed on Jan 17, 2019
729
N/A
PRU
Prudential Financial Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
31
$76.83 - $105.99 $2.38K - $3.29K
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
89
$125.88 - $166.33 $11.2K - $14.8K
Micro Focus International Pl
Q4 2018 Filed on Jan 17, 2019
95
N/A
Versum Matls Inc
Q4 2018 Filed on Jan 17, 2019
67
N/A
ASIX
Advan Six Inc.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
1
$22.86 - $33.57 $22.9 - $33.6
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2018 Filed on Jan 17, 2019
43
N/A
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2018 Filed on Jan 17, 2019
847
N/A
ERJ
Embraer S.A.

Industrials
Q4 2018 Filed on Jan 17, 2019
194
$19.14 - $23.26 $3.71K - $4.51K
TY
Tri Continental Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
480
$22.12 - $28.0 $10.6K - $13.4K
Tiffany & CO New
Q4 2018 Filed on Jan 17, 2019
67
N/A
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
36
$208.47 - $251.98 $7.5K - $9.07K
EMTL
Spdr Doubleline Emerging Marke

ETFs
Q4 2018 Filed on Jan 17, 2019
7,140
N/A
SONY
Sony Group Corp

Technology
Q4 2018 Filed on Jan 17, 2019
100
$45.88 - $60.58 $4.59K - $6.06K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
126
$62.78 - $92.45 $7.91K - $11.6K
Sk Telecom LTD
Q4 2018 Filed on Jan 17, 2019
92
N/A
SBNY
Signature Bank Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
45
$100.43 - $123.33 $4.52K - $5.55K
SAP
Sap Se

Technology
Q4 2018 Filed on Jan 17, 2019
34
$95.0 - $123.27 $3.23K - $4.19K
VALE
Vale S.A.

Basic Materials
Q4 2018 Filed on Jan 17, 2019
324
$12.6 - $15.93 $4.08K - $5.16K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
250
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2018 Filed on Jan 17, 2019
397
N/A
WMT
Walmart Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
62
$85.82 - $105.56 $5.32K - $6.54K
VEON
Veon Ltd.

Communication Services
Q4 2018 Filed on Jan 17, 2019
658
$2.21 - $2.94 $1.45K - $1.93K
VFH
Vanguard Financial ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
349
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
40
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2018 Filed on Jan 17, 2019
161
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
1,839
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2018 Filed on Jan 17, 2019
252
N/A
VV
Vanguard Large Cap ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
323
N/A
SNY
Sanofi

Healthcare
Q4 2018 Filed on Jan 17, 2019
80
$41.48 - $45.59 $3.32K - $3.65K
RF
Regions Financial Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
370
$12.57 - $18.69 $4.65K - $6.92K
PUK
Prudential PLC

Financial Services
Q4 2018 Filed on Jan 17, 2019
67
$32.7 - $44.22 $2.19K - $2.96K
CRM
Salesforce, Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
66
$120.67 - $159.86 $7.96K - $10.6K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
451
$108.28 - $110.37 $48.8K - $49.8K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2018 Filed on Jan 17, 2019
3,017
$14.39 - $18.54 $43.4K - $55.9K
ING
Ing Groep Nv

Financial Services
Q4 2018 Filed on Jan 17, 2019
181
$10.38 - $13.1 $1.88K - $2.37K
IBN
Icici Bank LTD

Financial Services
Q4 2018 Filed on Jan 17, 2019
347
$8.19 - $10.34 $2.84K - $3.59K
HES
Hess Corp

Energy
Q4 2018 Filed on Jan 17, 2019
131
$36.43 - $74.59 $4.77K - $9.77K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
25
$156.35 - $231.65 $3.91K - $5.79K
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