Pointe Capital Management LLC Sells in Q3 2024

Pointe Capital Management LLC

  • $168 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-2.27K
- 17.98%
$194.9 - $224.8 $443K - $511K
10.4K $2.19M
CFG
Citizens Financial Group Inc

Financial Services
-9.27K
- 59.58%
$35.24 - $43.24 $327K - $401K
6.29K $258K
MDT
Medtronic PLC

Healthcare
-3.34K
- 56.19%
$76.84 - $91.03 $256K - $304K
2.6K $234K
AMZN
Amazon Com Inc

Consumer Cyclical
-773
- 6.36%
$161.02 - $200.0 $124K - $155K
11.4K $2.12M
GOOGL
Alphabet Inc.

Communication Services
-246
- 3.48%
$148.65 - $191.18 $36.6K - $47K
6.83K $1.13M
WFC
Wells Fargo & Company

Financial Services
-1.6K
- 11.51%
$51.58 - $60.97 $82.5K - $97.6K
12.3K $694K
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.05K
- 20.9%
$57.96 - $65.72 $119K - $135K
7.76K $463K
CVX
Chevron Corp

Energy
-536
- 13.07%
$137.88 - $161.97 $73.9K - $86.8K
3.56K $524K
PG
Procter & Gamble CO

Consumer Defensive
-887
- 19.66%
$160.76 - $177.82 $143K - $158K
3.62K $627K
COP
Conocophillips

Energy
-73
- 0.93%
$102.3 - $116.61 $7.47K - $8.51K
7.76K $816K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.93K
- 3.41%
$76.94 - $79.54 $302K - $313K
111K $8.83M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-10.4K
- 6.95%
$13.24 - $14.64 $138K - $153K
140K $2.05M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.05K
- 5.66%
$25.19 - $25.5 $51.6K - $52.3K
34.2K $870K
LLY
Eli Lilly & CO

Healthcare
-16
- 1.3%
$772.14 - $960.02 $12.4K - $15.4K
1.22K $1.08M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-6.02K
- 3.96%
$15.71 - $17.51 $94.6K - $105K
146K $2.53M
VIG
Vanguard Dividend Appreciation

ETFs
-153
- 9.51%
$182.15 - $182.15 $27.9K - $27.9K
1.46K $265K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.49K
- 8.09%
$57.32 - $62.65 $85.4K - $93.3K
16.9K $1.05M
LNG
Cheniere Energy, Inc.

Energy
-284
- 3.7%
$172.24 - $186.09 $48.9K - $52.8K
7.39K $1.33M
VT
Vanguard Total World Stk Index

ETFs
-300
- 8.54%
$107.72 - $119.96 $32.3K - $36K
3.21K $384K
C
Citigroup Inc

Financial Services
-93
- 1.82%
$56.11 - $67.61 $5.22K - $6.29K
5.02K $314K
NVS
Novartis Ag

Healthcare
-300
- 7.81%
$106.13 - $120.89 $31.8K - $36.3K
3.54K $407K
PFE
Pfizer Inc

Healthcare
-70
- 0.67%
$27.7 - $31.39 $1.94K - $2.2K
10.4K $299K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-458
- 4.1%
$26.74 - $30.37 $12.2K - $13.9K
10.7K $325K
RKT
Rocket Companies, Inc.

Financial Services
-5K
- 24.96%
$13.16 - $20.81 $65.8K - $104K
15K $288K
DE
Deere & CO

Industrials
-12
- 1.76%
$344.84 - $418.0 $4.14K - $5.02K
668 $278K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-2.04K
- 2.42%
$12.0 - $13.08 $24.5K - $26.7K
82.2K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 5.34%
$333.64 - $405.2 $17.3K - $21.1K
921 $373K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-110
- 2.79%
$178.41 - $210.18 $19.6K - $23.1K
3.83K $761K
IWM
Ishares Russell 2000 ETF

ETFs
-99
- 1.56%
$200.87 - $224.6 $19.9K - $22.2K
6.23K $1.38M
META
Meta Platforms, Inc.

Communication Services
-190
- 6.23%
$453.41 - $572.44 $86.1K - $109K
2.86K $1.64M
RTX
Raytheon Technologies Corp

Industrials
-108
- 0.61%
$99.55 - $123.34 $10.8K - $13.3K
17.6K $2.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.02K
- 6.42%
$405.19 - $478.57 $411K - $486K
14.8K $6.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.33K
- 1.39%
$117.9 - $128.2 $156K - $170K
93.9K $12M
Activity Summary
Buys All Purchases 62 New Holdings 9 Increased Positions 53 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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