Peachtree Investment Partners, LLC Closed Holding Positions

Peachtree Investment Partners, LLC

  • $265 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UNP
Union Pacific Corp

Industrials
Q2 2022 Filed on Aug 16, 2022
2,404
$206.45 - $259.96 $496K - $625K
AZO
Autozone Inc

Consumer Cyclical
Q2 2022 Filed on Aug 16, 2022
107
$1771.68 - $2254.03 $190K - $241K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Aug 16, 2022
1,047
$167.39 - $206.64 $175K - $216K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2022 Filed on Aug 16, 2022
4,732
$142.09 - $183.58 $672K - $869K
ADBE
Adobe Inc.

Technology
Q2 2022 Filed on Aug 16, 2022
1,811
$360.79 - $468.81 $653K - $849K
NUE
Nucor Corp

Basic Materials
Q2 2022 Filed on Aug 16, 2022
3,213
$104.41 - $175.59 $335K - $564K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Aug 16, 2022
24,498
$31.13 - $40.9 $763K - $1M
SPGI
S&P Global Inc.

Financial Services
Q2 2022 Filed on Aug 16, 2022
3,755
$316.03 - $414.99 $1.19M - $1.56M
CRM
Salesforce, Inc.

Technology
Q2 2022 Filed on Aug 16, 2022
1,000
$155.6 - $218.85 $156K - $219K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2022 Filed on Aug 16, 2022
3,514
$71.75 - $98.22 $252K - $345K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2022 Filed on Jun 08, 2022
3,337
$100.07 - $101.54 $334K - $339K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2022 Filed on Jun 08, 2022
785
$85.05 - $92.24 $66.8K - $72.4K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on Jun 08, 2022
1,972
$133.53 - $149.87 $263K - $296K
MGV
Vanguard Mega Cap Value

ETFs
Q1 2022 Filed on Jun 08, 2022
50
$101.98 - $109.31 $5.1K - $5.47K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Jun 08, 2022
195
$118.44 - $131.22 $23.1K - $25.6K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2022 Filed on Jun 08, 2022
50
$112.23 - $123.59 $5.61K - $6.18K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2022 Filed on Jun 08, 2022
41
$68.98 - $74.78 $2.83K - $3.07K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Jun 08, 2022
67
$66.84 - $79.66 $4.48K - $5.34K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on Jun 08, 2022
96
$219.86 - $253.39 $21.1K - $24.3K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2022 Filed on Jun 08, 2022
64
$128.66 - $144.3 $8.23K - $9.24K
VGSH
Vanguard

ETFs
Q1 2022 Filed on Jun 08, 2022
141
$59.19 - $60.79 $8.35K - $8.57K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
13,142
$179.32 - $271.7 $2.36M - $3.57M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Feb 11, 2022
168
$113.45 - $115.33 $19.1K - $19.4K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
6,904
$117.86 - $161.31 $814K - $1.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2021 Filed on Nov 08, 2021
1,722
$108.12 - $124.7 $186K - $215K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2021 Filed on Nov 08, 2021
10,100
$14.89 - $16.93 $150K - $171K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Jul 27, 2021
276
$48.39 - $52.91 $13.4K - $14.6K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2021 Filed on Jul 27, 2021
2,049
$88.27 - $90.15 $181K - $185K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
Q1 2021 Filed on May 05, 2021
1
$71.78 - $75.83 $71.8 - $75.8
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2021 Filed on May 05, 2021
1
$59.52 - $63.83 $59.5 - $63.8
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2021 Filed on May 05, 2021
1
$271.66 - $300.39 $272 - $300
VOX
Vanguard Communication Service

ETFs
Q1 2021 Filed on May 05, 2021
1
$117.72 - $135.22 $118 - $135
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2021 Filed on May 05, 2021
1
$51.68 - $57.96 $51.7 - $58
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on May 05, 2021
1
$153.25 - $174.4 $153 - $174
EDV
Vanguard Extended Duration Tre

ETFs
Q1 2021 Filed on May 05, 2021
1
$122.87 - $152.61 $123 - $153
Tiffany & CO New
Q1 2021 Filed on May 05, 2021
2,002
N/A
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2021 Filed on May 05, 2021
316
$96.21 - $109.25 $30.4K - $34.5K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2021 Filed on May 05, 2021
1
$30.78 - $34.63 $30.8 - $34.6
Iberiabank Corp
Q3 2020 Filed on Nov 03, 2020
6,134
N/A
IYJ
Ishares Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
89
$58.74 - $81.28 $5.23K - $7.23K
IYH
Ishares Tr

ETFs
Q2 2020 Filed on Aug 13, 2020
42
$180.66 - $222.47 $7.59K - $9.34K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
103
$64.5 - $78.05 $6.64K - $8.04K
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on May 15, 2020
1,358
$132.23 - $198.85 $180K - $270K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2020 Filed on May 15, 2020
7,700
$16.46 - $30.6 $127K - $236K
FISV
Fiserv Inc

Technology
Q1 2020 Filed on May 15, 2020
2,700
$77.0 - $123.89 $208K - $335K
GD
General Dynamics Corp

Industrials
Q1 2020 Filed on May 15, 2020
1,422
$106.6 - $189.43 $152K - $269K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
2,841
$56.33 - $93.75 $160K - $266K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2020 Filed on May 15, 2020
270
$36.14 - $52.65 $9.76K - $14.2K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2020 Filed on May 15, 2020
2,019
$71.75 - $82.34 $145K - $166K
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