Sound View Wealth Advisors Group, LLC Closed Holding Positions

Sound View Wealth Advisors Group, LLC

  • $965 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Aug 05, 2022
787
$224.73 - $338.64 $177K - $267K
VOX
Vanguard Communication Service

ETFs
Q2 2022 Filed on Aug 05, 2022
2,031
$91.39 - $123.66 $186K - $251K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
1,781
$57.51 - $145.19 $102K - $259K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
3,634
$44.17 - $57.68 $161K - $210K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
2,792
$55.35 - $74.88 $155K - $209K
OVT
Listed Fds Tr Overlay Shs Shor

ETFs
Q2 2022 Filed on Aug 05, 2022
13,181
$21.91 - $23.29 $289K - $307K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,796
$76.76 - $137.41 $138K - $247K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q1 2022 Filed on May 11, 2022
3,042
$70.33 - $90.25 $214K - $275K
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
Q1 2022 Filed on May 11, 2022
7,099
$24.23 - $30.29 $172K - $215K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
3,447
$39.83 - $65.74 $137K - $227K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2022 Filed on May 11, 2022
7,935
$24.12 - $25.92 $191K - $206K
EPAM
Epam Systems, Inc.

Technology
Q1 2022 Filed on May 11, 2022
348
$174.8 - $642.2 $60.8K - $223K
FOCS
Focus Financial Partners Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
3,500
$43.07 - $61.16 $151K - $214K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Jan 20, 2022
6,562
$28.67 - $37.13 $188K - $244K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 20, 2022
2,973
N/A
NNBR
Nn Inc

Industrials
Q4 2021 Filed on Jan 20, 2022
98,151
$3.91 - $6.01 $384K - $590K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
631
$225.82 - $368.51 $142K - $233K
MTCH
Match Group, Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
1,501
$122.81 - $175.53 $184K - $263K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q4 2021 Filed on Jan 20, 2022
12,661
$26.04 - $26.17 $330K - $331K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
1,767
N/A
CX
Cemex Sab De Cv

Basic Materials
Q4 2021 Filed on Jan 20, 2022
10,850
$5.85 - $7.17 $63.5K - $77.8K
Ishares Tr
Q3 2021 Filed on Oct 21, 2021
8,027
N/A
CCAP
Crescent Capital Bdc, Inc.

Financial Services
Q3 2021 Filed on Oct 21, 2021
15,499
$18.4 - $19.33 $285K - $300K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2021 Filed on Oct 21, 2021
2,909
$131.59 - $156.78 $383K - $456K
Ishares Tr
Q3 2021 Filed on Oct 21, 2021
113,223
N/A
General Electric CO
Q3 2021 Filed on Oct 21, 2021
17,790
N/A
TRI
Thomson Reuters Corp

Industrials
Q2 2021 Filed on Jul 21, 2021
4,480
$89.59 - $99.32 $401K - $445K
Varian Med Sys Inc
Q2 2021 Filed on Jul 21, 2021
1,420
N/A
Marvell Technology Group LTD
Q2 2021 Filed on Jul 21, 2021
6,612
N/A
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
Q2 2021 Filed on Jul 21, 2021
5,709
$168.26 - $181.61 $961K - $1.04M
BA
Boeing CO

Industrials
Q2 2021 Filed on Jul 21, 2021
886
$220.78 - $259.36 $196K - $230K
Western Asset Mun Def Opp Tr
Q2 2021 Filed on Jul 21, 2021
10,750
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 21, 2021
18,450
N/A
OXM
Oxford Industries Inc

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
2,569
$85.2 - $106.1 $219K - $273K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2021 Filed on Jul 21, 2021
875
$188.97 - $252.62 $165K - $221K
Exantas Cap Corp
Q1 2021 Filed on Apr 28, 2021
10,000
N/A
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
1,228
$178.17 - $222.18 $219K - $273K
VPU
Vanguard Utilities ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
1,909
$128.27 - $140.64 $245K - $268K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on Apr 28, 2021
14,856
$93.7 - $99.63 $1.39M - $1.48M
Allianzgi Equity & Conv Inco
Q1 2021 Filed on Apr 28, 2021
7,099
N/A
SVC
Service Properties Trust

Real Estate
Q4 2020 Filed on Feb 02, 2021
13,250
$7.1 - $13.51 $94.1K - $179K
FSLY
Fastly, Inc.

Technology
Q4 2020 Filed on Feb 02, 2021
2,634
$63.51 - $128.83 $167K - $339K
Ishares Tr
Q4 2020 Filed on Feb 02, 2021
35,764
N/A
Unilever N V
Q4 2020 Filed on Feb 02, 2021
5,019
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Feb 02, 2021
640
$337.32 - $568.34 $216K - $364K
VTR
Ventas, Inc.

Real Estate
Q4 2020 Filed on Feb 02, 2021
4,796
$38.84 - $51.49 $186K - $247K
GSK
Gsk PLC

Healthcare
Q4 2020 Filed on Feb 02, 2021
7,289
$34.07 - $39.94 $248K - $291K
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 09, 2020
6,794
N/A
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 07, 2020
115,792
$21.44 - $32.35 $2.48M - $3.75M
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