Robertson Stephens Wealth Management, LLC Purchases in Q4 2024

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RE
Everest Re Group LTD

Financial Services
4
+ 0.09%
N/A
4.42K $1.64M
CTSH
Cognizant Technology Solutions Corp

Technology
59
+ 0.74%
$74.37 - $82.32 $4.39K - $4.86K
8.05K $618K
ACWI
Ishares Msci Acwi ETF

ETFs
68
+ 2.08%
$117.05 - $123.03 $7.96K - $8.37K
3.33K $391K
ESS
Essex Property Trust, Inc.

Real Estate
3
+ 0.4%
N/A
761 $207K
PEAK
Healthpeak Properties, Inc.

Real Estate
32
+ 0.15%
N/A
21.8K $414K
Ge Vernova Inc
14
+ 1.44%
N/A
985 $0
T Rowe Price ETF Inc
80.2K
New
N/A
80.2K $0
T Rowe Price ETF Inc
284
+ 0.43%
N/A
66.6K $0
Brookfield Corp
4.27K
New
N/A
4.27K $0
Blackrock Inc
3.69K
New
N/A
3.69K $0
Arista Networks Inc
11.2K
New
N/A
11.2K $0
Te Connectivity PLC
347
+ 7.71%
N/A
4.85K $0
QTUM
ETF Ser Solutions Defiance Qua
56.4K
New
N/A
56.4K $0
Rubrik Inc.
6.89K
New
N/A
6.89K $0
Goldman Sachs ETF Tr
232K
New
N/A
232K $0
Ishares Tr
3.96K
+ 6.78%
N/A
62.3K $0
Lithium Americas Argentina C
9.02K
+ 33.19%
N/A
36.2K $0
Lam Research Corp
28.9K
New
N/A
28.9K $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6
+ 0.14%
$69.58 - $74.87 $417 - $449
4.24K $296K
MANH
Manhattan Associates Inc

Technology
83
+ 3.1%
$263.36 - $309.78 $21.9K - $25.7K
2.76K $745K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
194
+ 5.39%
$131.66 - $144.0 $25.5K - $27.9K
3.79K $501K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.6K
+ 115.94%
$18.41 - $40.87 $214K - $474K
21.6K $399K
IXC
Ishares Tr Global Energy ETF

ETFs
121
+ 1.64%
$36.95 - $43.06 $4.47K - $5.21K
7.49K $286K
CB
Chubb LTD

Financial Services
15
+ 1.12%
$271.57 - $301.89 $4.07K - $4.53K
1.35K $374K
LQD
Ishares Iboxx $ Investment Gra

ETFs
12
+ 0.53%
$106.56 - $113.11 $1.28K - $1.36K
2.29K $245K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
261
+ 11.31%
$165.45 - $196.93 $43.2K - $51.4K
2.57K $426K
PG
Procter & Gamble CO

Consumer Defensive
444
+ 2.73%
$161.05 - $179.7 $71.5K - $79.8K
16.7K $2.81M
DUK
Duke Energy Corp

Utilities
46
+ 1.61%
$105.76 - $120.76 $4.86K - $5.55K
2.9K $312K
SHEL
Shell PLC

Energy
4
+ 0.08%
$60.63 - $70.23 $243 - $281
5.34K $334K
IEV
Ishares Tr Europe ETF

ETFs
3.38K
+ 10.78%
$52.03 - $57.63 $176K - $195K
34.7K $1.81M
EWJ
Ishares Msci Japan ETF

ETFs
110
+ 1.82%
$66.18 - $71.84 $7.28K - $7.9K
6.14K $412K
IDEV
Ishares Core Msci Intl Develop

ETFs
1
+ 0.03%
$64.18 - $70.42 $64.2 - $70.4
3.23K $208K
UFPI
Ufp Industries Inc

Basic Materials
104
+ 5.75%
$112.19 - $139.02 $11.7K - $14.5K
1.91K $215K
PANW
Palo Alto Networks Inc

Technology
1.3K
+ 80.06%
$181.96 - $405.9 $237K - $528K
2.93K $532K
MMM
3 M CO

Industrials
124
+ 2.28%
$124.74 - $137.12 $15.5K - $17K
5.57K $718K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
+ 0.07%
$20.55 - $23.26 $164 - $186
12.1K $254K
GD
General Dynamics Corp

Industrials
17
+ 2.06%
$260.28 - $314.03 $4.42K - $5.34K
841 $221K
NVS
Novartis Ag

Healthcare
210
+ 6.33%
$96.78 - $117.18 $20.3K - $24.6K
3.53K $343K
FNF
Fidelity National Financial, Inc.

Financial Services
55
+ 0.76%
$55.19 - $63.83 $3.04K - $3.51K
7.33K $411K
EWC
Ishares Msci Canada ETF

ETFs
14
+ 0.04%
$39.64 - $43.28 $555 - $606
34.9K $1.41M
FCN
Fti Consulting, Inc

Industrials
122
+ 6.63%
$190.39 - $231.2 $23.2K - $28.2K
1.96K $375K
VTR
Ventas, Inc.

Real Estate
9
+ 0.1%
$57.73 - $66.48 $520 - $598
8.59K $506K
AFL
Aflac Inc

Financial Services
107
+ 1.56%
$100.37 - $115.27 $10.7K - $12.3K
6.96K $719K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6
+ 0.01%
$40.38 - $44.35 $242 - $266
64.3K $2.63M
CL
Colgate Palmolive CO

Consumer Defensive
31
+ 0.78%
$90.22 - $102.31 $2.8K - $3.17K
4K $363K
CRVL
Corvel Corp

Financial Services
1.47K
+ 148.54%
$111.26 - $370.61 $164K - $546K
2.46K $274K
GIS
General Mills Inc

Consumer Defensive
58
+ 0.99%
$62.78 - $74.62 $3.64K - $4.33K
5.9K $376K
EEM
Ishares Msci Emerging Markets

ETFs
3.67K
+ 7.1%
$41.82 - $47.36 $153K - $174K
55.3K $2.31M
HRB
H&R Block Inc

Consumer Cyclical
34
+ 0.6%
$52.14 - $63.36 $1.77K - $2.15K
5.7K $301K
Activity Summary
Buys All Purchases 276 New Holdings 34 Increased Positions 242 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 2 Puts 1
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