Wade G W & Inc Closed Holding Positions

Wade G W & Inc

  • $3.08 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2022 Filed on Aug 09, 2022
12,455
$31.0 - $38.49 $386K - $479K
UP
Wheels Up Experience Inc.

Industrials
Q2 2022 Filed on Aug 09, 2022
35,721
$1.88 - $3.28 $67.2K - $117K
S
Sentinel One, Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
5,216
$19.64 - $41.54 $102K - $217K
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
876
$113.3 - $241.23 $99.3K - $211K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 09, 2022
3,101
$28.63 - $75.86 $88.8K - $235K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q2 2022 Filed on Aug 09, 2022
9,463
$19.53 - $24.94 $185K - $236K
DIDIY
Di Di Global Inc.

Technology
Q2 2022 Filed on Aug 09, 2022
12,470
$1.44 - $3.4 $18K - $42.4K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2022 Filed on Aug 09, 2022
4,595
$43.46 - $52.84 $200K - $243K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Aug 09, 2022
5,038
$34.98 - $48.38 $176K - $244K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 10, 2022
9,988
$74.35 - $138.65 $743K - $1.38M
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2022 Filed on May 10, 2022
46,591
$18.54 - $26.43 $864K - $1.23M
PANW
Palo Alto Networks Inc

Technology
Q1 2022 Filed on May 10, 2022
466
$475.47 - $625.25 $222K - $291K
NRG
Nrg Energy, Inc.

Utilities
Q1 2022 Filed on May 10, 2022
9,794
$36.3 - $42.96 $356K - $421K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2022 Filed on May 10, 2022
3,927
$47.75 - $51.66 $188K - $203K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
4,389
$39.83 - $65.74 $175K - $289K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on May 10, 2022
1,077
$163.19 - $210.31 $176K - $227K
OKTA
Okta, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,142
$138.11 - $222.66 $158K - $254K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2022 Filed on May 10, 2022
6,270
$29.41 - $32.55 $184K - $204K
PGR
Progressive Corp

Financial Services
Q1 2022 Filed on May 10, 2022
2,004
$102.0 - $117.17 $204K - $235K
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2022 Filed on May 10, 2022
7,781
$79.77 - $90.53 $621K - $704K
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on May 10, 2022
4,553
$29.9 - $82.92 $136K - $378K
Nuance Communications Inc
Q1 2022 Filed on May 10, 2022
8,641
N/A
PD
Pager Duty, Inc.

Technology
Q1 2022 Filed on May 10, 2022
9,586
$24.32 - $37.89 $233K - $363K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,462
$94.64 - $184.26 $328K - $638K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,621
$73.24 - $157.01 $119K - $255K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
900
$303.87 - $423.8 $273K - $381K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
2,224
$65.13 - $83.18 $145K - $185K
ADV
Advantage Solutions Inc.

Communication Services
Q4 2021 Filed on Feb 09, 2022
25,000
$6.95 - $9.32 $174K - $233K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
1,176,808
$13.45 - $22.71 $15.8M - $26.7M
IXJ
Ishares Global Healthcare ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
3,830
$82.63 - $90.54 $316K - $347K
ALRNXXXX
Aileron Therapeutics Inc Com
Q4 2021 Filed on Feb 09, 2022
100,993
N/A
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2021 Filed on Feb 09, 2022
23,177
$36.2 - $39.91 $839K - $925K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
3,383
$111.96 - $177.7 $379K - $601K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
6,002
$34.56 - $96.6 $207K - $580K
Triterras Inc
Q4 2021 Filed on Feb 09, 2022
14,850
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2021 Filed on Feb 09, 2022
3,633
$61.08 - $68.63 $222K - $249K
DOW
Dow Inc.

Basic Materials
Q3 2021 Filed on Nov 03, 2021
3,269
$55.53 - $65.38 $182K - $214K
VT
Vanguard Total World Stk Index

ETFs
Q3 2021 Filed on Nov 03, 2021
2,054
$101.52 - $107.65 $209K - $221K
IMGN
Immuno Gen, Inc.

Healthcare
Q3 2021 Filed on Nov 03, 2021
15,906
$5.02 - $6.59 $79.8K - $105K
MSI
Motorola Solutions, Inc.

Technology
Q3 2021 Filed on Nov 03, 2021
3,004
$216.6 - $246.44 $651K - $740K
General Electric CO
Q3 2021 Filed on Nov 03, 2021
83,716
N/A
HUM
Humana Inc

Healthcare
Q3 2021 Filed on Nov 03, 2021
966
$389.15 - $471.22 $376K - $455K
Talend S A
Q3 2021 Filed on Nov 03, 2021
3,720
N/A
ALTU
Altitude Acquisition Corp.

Financial Services
Q3 2021 Filed on Nov 03, 2021
24,935
$9.77 - $9.85 $244K - $246K
NTNX
Nutanix, Inc.

Technology
Q3 2021 Filed on Nov 03, 2021
53,075
$33.1 - $43.95 $1.76M - $2.33M
TY
Tri Continental Corp

Financial Services
Q3 2021 Filed on Nov 03, 2021
7,528
$33.3 - $35.12 $251K - $264K
XPO
Xpo Logistics, Inc.

Industrials
Q3 2021 Filed on Nov 03, 2021
1,615
$79.58 - $90.39 $129K - $146K
GSK
Gsk PLC

Healthcare
Q3 2021 Filed on Nov 03, 2021
10,729
$38.79 - $43.16 $416K - $463K
DASH
Door Dash, Inc.

Communication Services
Q3 2021 Filed on Nov 03, 2021
4,049
$167.33 - $222.91 $678K - $903K
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