Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SYK
Stryker Corp

Healthcare
Q1 2019 Filed on May 16, 2019
242
$152.46 - $198.0 $36.9K - $47.9K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
120
$212.17 - $273.72 $25.5K - $32.8K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
Q1 2019 Filed on May 16, 2019
514
N/A
AEP
American Electric Power CO Inc

Utilities
Q1 2019 Filed on May 16, 2019
345
$72.77 - $85.98 $25.1K - $29.7K
AWK
American Water Works Company, Inc.

Utilities
Q1 2019 Filed on May 16, 2019
340
$88.77 - $107.2 $30.2K - $36.4K
APH
Amphenol Corp

Technology
Q1 2019 Filed on May 16, 2019
250
$37.53 - $48.28 $9.38K - $12.1K
Athene Holding LTD
Q1 2019 Filed on May 16, 2019
198
N/A
AGR
Avangrid, Inc.

Utilities
Q1 2019 Filed on May 16, 2019
360
$47.76 - $51.18 $17.2K - $18.4K
BGS
B&G Foods, Inc.

Consumer Defensive
Q1 2019 Filed on May 16, 2019
420
$23.43 - $30.31 $9.84K - $12.7K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2019 Filed on May 16, 2019
42
$44.49 - $46.71 $1.87K - $1.96K
Global X Mlp
Q1 2019 Filed on May 16, 2019
100
N/A
ES
Eversource Energy

Utilities
Q1 2019 Filed on May 16, 2019
421
$63.45 - $71.95 $26.7K - $30.3K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2019 Filed on May 16, 2019
76
N/A
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2019 Filed on May 16, 2019
8
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2019 Filed on May 16, 2019
59
N/A
Van Eck Vectors Oil Services Et
Q1 2019 Filed on May 16, 2019
157
N/A
WPC
W. P. Carey Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
50
$64.14 - $78.88 $3.21K - $3.94K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2019 Filed on May 16, 2019
50
$67.3 - $78.06 $3.37K - $3.9K
WRK
West Rock CO

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
80
$36.61 - $42.29 $2.93K - $3.38K
ACN
Accenture PLC

Technology
Q1 2019 Filed on May 16, 2019
90
$135.79 - $176.02 $12.2K - $15.8K
Alerian Mlp
Q1 2019 Filed on May 16, 2019
775
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
209
$130.6 - $187.25 $27.3K - $39.1K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2019 Filed on May 16, 2019
253
$20.81 - $24.92 $5.26K - $6.3K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2019 Filed on May 16, 2019
439
$58.97 - $68.54 $25.9K - $30.1K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
55
$236.59 - $292.86 $13K - $16.1K
BBD
Bank Bradesco

Financial Services
Q1 2019 Filed on May 16, 2019
253
$8.5 - $10.35 $2.15K - $2.62K
WELL
Welltower Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
210
$67.29 - $78.72 $14.1K - $16.5K
NEE
Nextera Energy Inc

Utilities
Q1 2019 Filed on May 16, 2019
107
$42.35 - $48.75 $4.53K - $5.22K
BKU
Bank United, Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
243
$30.57 - $36.96 $7.43K - $8.98K
Center State Banks Corp
Q1 2019 Filed on May 16, 2019
160
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2019 Filed on May 16, 2019
546
N/A
CIM
Chimera Investment Corp

Real Estate
Q1 2019 Filed on May 16, 2019
284
$17.88 - $19.39 $5.08K - $5.51K
CMCSA
Comcast Corp

Communication Services
Q1 2019 Filed on May 16, 2019
2,085
$34.37 - $40.47 $71.7K - $84.4K
DOV
Dover Corp

Industrials
Q1 2019 Filed on May 16, 2019
377
$69.79 - $93.8 $26.3K - $35.4K
DXC
Dxc Technology CO

Technology
Q1 2019 Filed on May 16, 2019
206
$54.49 - $69.21 $11.2K - $14.3K
EQC
Equity Commonwealth

Real Estate
Q1 2019 Filed on May 16, 2019
332
$29.36 - $33.55 $9.75K - $11.1K
EVR
Evercore Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
114
$73.67 - $93.68 $8.4K - $10.7K
FAF
First American Financial Corp

Financial Services
Q1 2019 Filed on May 16, 2019
189
$44.12 - $52.02 $8.34K - $9.83K
Health Care Property Investors, Inc.
Q1 2019 Filed on May 16, 2019
765
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2019 Filed on May 16, 2019
195
$37.29 - $43.67 $7.27K - $8.52K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
359
$78.01 - $93.9 $28K - $33.7K
MC
Moelis & CO

Financial Services
Q1 2019 Filed on May 16, 2019
108
$34.57 - $47.1 $3.73K - $5.09K
AGNC
Agnc Investment Corp.

Real Estate
Q1 2019 Filed on May 16, 2019
1,537
$17.55 - $18.14 $27K - $27.9K
WMT
Walmart Inc.

Consumer Defensive
Q1 2019 Filed on May 16, 2019
451
$92.86 - $102.2 $41.9K - $46.1K
VLO
Valero Energy Corp

Energy
Q1 2019 Filed on May 16, 2019
81
$74.2 - $87.82 $6.01K - $7.11K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
374
$118.27 - $131.88 $44.2K - $49.3K
Sk Telecom CO LTD Adr
Q1 2019 Filed on May 16, 2019
235
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2019 Filed on May 16, 2019
343
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2019 Filed on May 16, 2019
1,004
N/A
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