Wealthquest Corp Purchases and Sells in Q3 2024

Wealthquest Corp

  • $897 Million
  • Q3 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
646K
+ 959.28%
$236.92 - $263.4 $153M - $170M
714K $188M
690K
+ 50.37%
$29.76 - $30.83 $20.5M - $21.3M
2.06M $63.5M
133K
+ 24.3%
$57.32 - $62.65 $7.62M - $8.33M
680K $42.4M
40.3K
+ 3.39%
$70.09 - $78.74 $2.83M - $3.18M
1.23M $96.1M
60.8K
+ 5.04%
$85.48 - $98.39 $5.2M - $5.98M
1.27M $122M
57.1K
+ 5.47%
$63.28 - $70.06 $3.62M - $4M
1.1M $77.2M
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
284K
New
$76.38 - $78.87 $21.7M - $22.4M
284K $22.3M
26.1K
New
$39.04 - $47.23 $1.02M - $1.23M
26.1K $1.19M
20.8K
New
$47.6 - $53.31 $988K - $1.11M
20.8K $1.1M
3.5K
New
$156.66 - $189.66 $548K - $664K
3.5K $659K
2.08K
New
$197.34 - $237.68 $410K - $494K
2.08K $468K
5.74K
New
$62.69 - $73.01 $360K - $419K
5.74K $412K
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-163K
- 62.77%
$50.29 - $54.92 $8.18M - $8.93M
96.5K $5.28M
-3.5K
- 55.82%
$163.84 - $199.33 $573K - $697K
2.77K $546K
-6.65K
- 17.36%
$105.53 - $118.34 $701K - $787K
31.6K $3.7M
-224
- 1.88%
$395.15 - $467.56 $88.5K - $105K
11.7K $5.04M
-7.66K
- 9.2%
$40.71 - $42.45 $312K - $325K
75.6K $3.21M
-12.5K
- 14.98%
$41.02 - $46.01 $511K - $573K
70.7K $3.22M
View all
Activity Summary
Buys All Purchases 58 New Holdings 23 Increased Positions 35 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email