Tiedemann Advisors, LLC Closed Holding Positions

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
1,629
$157.01 - $213.8 $256K - $348K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2022 Filed on Apr 27, 2022
131,080
$6.76 - $7.24 $886K - $949K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on Apr 27, 2022
3,457
$99.29 - $140.66 $343K - $486K
LGFB
Lions Gate Entmt Corp Cl B Non
Q1 2022 Filed on Apr 27, 2022
28,121
N/A
Phillips 66 Partners LP
Q1 2022 Filed on Apr 27, 2022
15,985
N/A
Federal Rlty Invt Tr
Q1 2022 Filed on Apr 27, 2022
21,817
N/A
ETN
Eaton Corp PLC

Industrials
Q1 2022 Filed on Apr 27, 2022
1,200
$145.79 - $171.46 $175K - $206K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
2,071
$190.9 - $221.63 $395K - $459K
LGFA
Lions Gate Entmt Corp Cl A Vtg
Q1 2022 Filed on Apr 27, 2022
12,857
N/A
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on Apr 27, 2022
442
$331.01 - $597.37 $146K - $264K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
57,188
$191.25 - $221.63 $10.9M - $12.7M
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
7,506
$51.35 - $60.41 $385K - $453K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on Apr 27, 2022
2,630
$64.28 - $91.3 $169K - $240K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 09, 2022
8,380
N/A
SGFY
Signify Health, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
31,230
$12.98 - $18.05 $405K - $564K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 09, 2022
3,621
$94.82 - $104.66 $343K - $379K
OPEN
Opendoor Technologies Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
10,463
$13.3 - $24.75 $139K - $259K
ONTF
On24 Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
10,379
$15.2 - $20.62 $158K - $214K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
33,514
$15.07 - $15.78 $505K - $529K
LBTYA
Liberty Global PLC

Communication Services
Q4 2021 Filed on Feb 09, 2022
6,847
$26.4 - $29.99 $181K - $205K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
12,913
$64.94 - $73.39 $839K - $948K
BRX
Brixmor Property Group Inc.

Real Estate
Q4 2021 Filed on Feb 09, 2022
27,537
$22.25 - $25.51 $613K - $702K
EEMA
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 09, 2022
2,883
$79.69 - $88.1 $230K - $254K
CSX
Csx Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
9,868
$30.34 - $37.6 $299K - $371K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 09, 2022
6,531
$49.94 - $66.29 $326K - $433K
Cloudera Inc
Q4 2021 Filed on Feb 09, 2022
97,134
N/A
EWG
Ishares Msci Germany ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
24,032
$31.77 - $34.68 $763K - $833K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
3,991
$34.56 - $96.6 $138K - $386K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Feb 09, 2022
2,748
$92.55 - $94.67 $254K - $260K
BCAT
Black Rock Capital Allocation Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
25,000
$19.75 - $22.64 $494K - $566K
TDG
Trans Digm Group Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
654
$585.02 - $661.44 $383K - $433K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2021 Filed on Nov 12, 2021
2,809
$37.57 - $40.33 $106K - $113K
BIGZ
Black Rock Innovation & Growth Trust
Q3 2021 Filed on Nov 12, 2021
25,000
$18.1 - $20.44 $453K - $511K
USB
Us Bancorp \De\

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,289
$54.51 - $61.1 $234K - $262K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q3 2021 Filed on Nov 12, 2021
11,769
$51.03 - $51.1 $601K - $601K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q3 2021 Filed on Nov 12, 2021
11,718
$50.69 - $50.74 $594K - $595K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q3 2021 Filed on Nov 12, 2021
17,362
$60.18 - $64.39 $1.04M - $1.12M
IWN
Ishares Russell2000 Val ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
3,593
$152.99 - $167.43 $550K - $602K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
Q3 2021 Filed on Nov 12, 2021
25,000
$26.65 - $29.87 $666K - $747K
FSTX
F Star Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
17,243
$5.2 - $8.42 $89.7K - $145K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q3 2021 Filed on Nov 12, 2021
11,899
$99.84 - $108.44 $1.19M - $1.29M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2021 Filed on Nov 12, 2021
15,787
$88.53 - $94.95 $1.4M - $1.5M
IYR
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
3,693
$102.34 - $111.27 $378K - $411K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,811
$132.43 - $141.49 $240K - $256K
XLU
Utilities Sector Spdr

ETFs
Q3 2021 Filed on Nov 12, 2021
25,505
$63.56 - $70.07 $1.62M - $1.79M
LC
Lending Club Corp

Financial Services
Q3 2021 Filed on Nov 12, 2021
83,976
$15.13 - $32.16 $1.27M - $2.7M
PCAR
Paccar Inc

Industrials
Q3 2021 Filed on Nov 12, 2021
725,110
$78.92 - $88.79 $57.2M - $64.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2021 Filed on Nov 12, 2021
34,496
$85.45 - $86.85 $2.95M - $3M
MET
Metlife Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
3,405
$55.86 - $63.61 $190K - $217K
Track This Portfolio

Track Tiedemann Advisors, LLC Portfolio

Follow Tiedemann Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tiedemann Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tiedemann Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email