Wp Advisors, LLC Closed Holding Positions

Wp Advisors, LLC

  • $316 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PINS
Pinterest, Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
8,153
$17.19 - $27.4 $140K - $223K
FISV
Fiserv Inc

Technology
Q2 2022 Filed on Jul 12, 2022
3,523
$88.38 - $104.74 $311K - $369K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
4,179
$47.02 - $191.65 $196K - $801K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Jul 12, 2022
2,015
$107.41 - $121.51 $216K - $245K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on Apr 25, 2022
1,115
$138.32 - $195.42 $154K - $218K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2022 Filed on Apr 25, 2022
3,694
$53.45 - $62.56 $197K - $231K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 25, 2022
1,864
$99.96 - $115.1 $186K - $215K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
5,972
$33.65 - $37.56 $201K - $224K
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Jul 22, 2021
138,767
$47.07 - $56.19 $6.53M - $7.8M
IYE
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
279,285
$25.2 - $30.0 $7.04M - $8.38M
VDE
Vanguard Energy ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
42,057
$65.04 - $78.97 $2.74M - $3.32M
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 06, 2021
2,878
$30.32 - $35.19 $87.3K - $101K
NET
Cloudflare, Inc.

Technology
Q1 2021 Filed on May 06, 2021
5,313
$61.77 - $93.46 $328K - $497K
T
At&T Inc.

Communication Services
Q3 2020 Filed on Oct 16, 2020
8,996
$21.05 - $23.03 $189K - $207K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Oct 16, 2020
13,446
$62.1 - $78.08 $835K - $1.05M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q1 2020 Filed on Apr 29, 2020
2,300
$67.64 - $112.37 $156K - $258K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q1 2020 Filed on Apr 29, 2020
28,569
$29.99 - $47.26 $857K - $1.35M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q1 2020 Filed on Apr 29, 2020
83,898
$19.49 - $32.08 $1.64M - $2.69M
EWA
Ishares Msci Australia ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
10,501
$12.82 - $23.54 $135K - $247K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2020 Filed on Apr 29, 2020
2,404
$97.07 - $101.94 $233K - $245K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2020 Filed on Apr 29, 2020
11,375
$38.34 - $62.84 $436K - $715K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2020 Filed on Apr 29, 2020
185,452
$37.54 - $46.72 $6.96M - $8.66M
DBX
Dropbox, Inc.

Technology
Q3 2019 Filed on Oct 22, 2019
24,786
$17.26 - $26.13 $428K - $648K
GS
Goldman Sachs Group Inc

Financial Services
Q3 2019 Filed on Oct 22, 2019
1,054
$195.56 - $222.14 $206K - $234K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
525
$44.9 - $47.73 $23.6K - $25.1K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
Q2 2019 Filed on Jul 23, 2019
951
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
256
N/A
KEY
Keycorp

Financial Services
Q2 2019 Filed on Jul 23, 2019
6,507
$15.97 - $17.75 $104K - $115K
JNJ
Johnson & Johnson

Healthcare
Q2 2019 Filed on Jul 23, 2019
745
$131.15 - $144.24 $97.7K - $107K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q2 2019 Filed on Jul 23, 2019
197
$85.35 - $93.89 $16.8K - $18.5K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
174
$114.14 - $126.06 $19.9K - $21.9K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2019 Filed on Jul 23, 2019
226
N/A
IVV
Ishares Core S&P 500 ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
208
$276.38 - $296.02 $57.5K - $61.6K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2019 Filed on Jul 23, 2019
256
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q2 2019 Filed on Jul 23, 2019
287
$83.93 - $89.74 $24.1K - $25.8K
EMB
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
462
$108.45 - $113.94 $50.1K - $52.6K
IYM
Ishares Tr

ETFs
Q2 2019 Filed on Jul 23, 2019
632
$84.8 - $96.2 $53.6K - $60.8K
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
603
$188.35 - $207.66 $114K - $125K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2019 Filed on Jul 23, 2019
184
$55.74 - $64.41 $10.3K - $11.9K
BEN
Franklin Resources Inc

Financial Services
Q2 2019 Filed on Jul 23, 2019
627
$31.82 - $35.67 $20K - $22.4K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Jul 23, 2019
3,608
$9.71 - $14.2 $35K - $51.2K
General Electric Company
Q2 2019 Filed on Jul 23, 2019
6,189
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
3,127
$14.85 - $18.96 $46.4K - $59.3K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
1,827
$32.72 - $41.04 $59.8K - $75K
ITW
Illinois Tool Works Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
191
$139.64 - $158.33 $26.7K - $30.2K
Ingersoll Rand Co. Ltd.
Q2 2019 Filed on Jul 23, 2019
320
N/A
IBM
International Business Machines Corp

Technology
Q2 2019 Filed on Jul 23, 2019
873
$121.41 - $138.76 $106K - $121K
IEMG
Ishares Inc

ETFs
Q2 2019 Filed on Jul 23, 2019
1,594
$48.09 - $53.71 $76.7K - $85.6K
DTE
Dte Energy CO

Utilities
Q2 2019 Filed on Jul 23, 2019
258
$104.36 - $111.99 $26.9K - $28.9K
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