West Chester Capital Advisors, Inc Closed Holding Positions

West Chester Capital Advisors, Inc

  • $52.2 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
3,855
$45.69 - $54.09 $176K - $209K
META
Meta Platforms, Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
1,395
$155.85 - $233.89 $217K - $326K
ANSS
Ansys Inc

Technology
Q2 2022 Filed on Jul 28, 2022
750
$227.7 - $323.21 $171K - $242K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 28, 2022
5,339
$69.84 - $121.86 $373K - $651K
LEN
Lennar Corp

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
10,132
$64.49 - $83.43 $653K - $845K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 28, 2022
5,204
$93.29 - $138.58 $485K - $721K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 28, 2022
24,664
$29.26 - $50.96 $722K - $1.26M
GAB
Gabelli Equity Trust Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
31,931
$5.54 - $7.05 $177K - $225K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
186
$1748.99 - $2374.97 $325K - $442K
MA
Mastercard Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
600
$308.78 - $378.83 $185K - $227K
CVS
Cvs Health Corp

Healthcare
Q2 2022 Filed on Jul 28, 2022
2,766
$88.66 - $106.64 $245K - $295K
HYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 28, 2022
3,590
$73.1 - $82.57 $262K - $296K
GOOG
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
543
$105.84 - $143.64 $57.5K - $78K
GOOGL
Alphabet Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
518
$105.81 - $142.97 $54.8K - $74.1K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
16,372
$34.91 - $84.48 $572K - $1.38M
AMGN
Amgen Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
4,822
$230.71 - $256.74 $1.11M - $1.24M
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Jul 28, 2022
1,952
$102.07 - $123.37 $199K - $241K
SPOT
Spotify Technology S.A.

Communication Services
Q1 2022 Filed on May 03, 2022
1,100
$119.47 - $244.16 $131K - $269K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 11, 2022
9,000
$49.94 - $66.29 $449K - $597K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,000
$135.09 - $284.11 $135K - $284K
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 05, 2021
30,100
N/A
T
At&T Inc.

Communication Services
Q3 2021 Filed on Nov 05, 2021
7,049
$20.36 - $22.08 $144K - $156K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
2,076
$94.79 - $106.1 $197K - $220K
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
1,149
$162.19 - $187.74 $186K - $216K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2021 Filed on Jul 15, 2021
1,596
$131.18 - $138.43 $209K - $221K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on May 04, 2021
9,085
$124.29 - $128.12 $1.13M - $1.16M
LIN
Linde PLC

Basic Materials
Q1 2021 Filed on May 04, 2021
1,055
$242.91 - $281.4 $256K - $297K
TROW
Price T Rowe Group Inc

Financial Services
Q4 2020 Filed on Feb 03, 2021
2,600
$126.66 - $153.17 $329K - $398K
FISV
Fiserv Inc

Technology
Q4 2020 Filed on Feb 03, 2021
4,100
$93.52 - $117.99 $383K - $484K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2020 Filed on Feb 03, 2021
4,455
$56.17 - $76.51 $250K - $341K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,000
$189.04 - $263.71 $189K - $264K
FCF
First Commonwealth Financial Corp

Financial Services
Q4 2020 Filed on Feb 03, 2021
11,240
$7.82 - $10.94 $87.9K - $123K
SEIC
Sei Investments CO

Financial Services
Q4 2020 Filed on Feb 03, 2021
3,400
$49.15 - $57.47 $167K - $195K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2020 Filed on Feb 03, 2021
60,809
$4.04 - $5.31 $246K - $323K
MRK
Merck & Co., Inc.

Healthcare
Q4 2020 Filed on Feb 03, 2021
3,156
$71.77 - $79.65 $227K - $251K
PFE
Pfizer Inc

Healthcare
Q4 2020 Filed on Feb 03, 2021
6,007
$33.47 - $42.56 $201K - $256K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Feb 03, 2021
46,908
$6.98 - $8.56 $327K - $402K
SO
Southern CO

Utilities
Q4 2020 Filed on Feb 03, 2021
4,050
$54.62 - $64.17 $221K - $260K
BA
Boeing CO

Industrials
Q4 2020 Filed on Feb 03, 2021
1,310
$144.39 - $238.17 $189K - $312K
SCI
Service Corp International

Consumer Cyclical
Q3 2019 Filed on Nov 08, 2019
5,000
$44.81 - $48.56 $224K - $243K
MDT
Medtronic PLC

Healthcare
Q3 2019 Filed on Nov 08, 2019
2,127
$98.02 - $111.18 $208K - $236K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2019 Filed on Nov 08, 2019
700
$304.55 - $345.24 $213K - $242K
VT
Vanguard Total World Stk Index

ETFs
Q3 2019 Filed on Nov 08, 2019
4,100
$74.55 - $76.17 $306K - $312K
Care Com Inc
Q3 2019 Filed on Nov 08, 2019
10,000
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2019 Filed on Nov 08, 2019
4,346
$48.21 - $56.23 $210K - $244K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2019 Filed on Nov 08, 2019
41,118
$54.33 - $57.96 $2.23M - $2.38M
IOO
Ishares Tr Global 100 ETF

ETFs
Q3 2019 Filed on Nov 08, 2019
6,300
$49.0 - $49.63 $309K - $313K
ROKU
Roku, Inc

Communication Services
Q3 2019 Filed on Nov 08, 2019
3,000
$91.37 - $169.86 $274K - $510K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2019 Filed on Nov 08, 2019
1,055
$334.13 - $362.01 $353K - $382K
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