Wunderlich Capital Managemnt Closed Holding Positions

Wunderlich Capital Managemnt

  • $212 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
302
$612.7 - $1265.01 $185K - $382K
NFLX
Netflix Inc

Communication Services
Q2 2022 Filed on Aug 15, 2022
5,503
$166.37 - $391.5 $916K - $2.15M
PANW
Palo Alto Networks Inc

Technology
Q2 2022 Filed on Aug 15, 2022
6,878
$436.37 - $629.01 $3M - $4.33M
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2022 Filed on Aug 15, 2022
21,609
$103.43 - $140.0 $2.24M - $3.03M
SONY
Sony Group Corp

Technology
Q2 2022 Filed on Aug 15, 2022
3,568
$80.06 - $105.04 $286K - $375K
SIMO
Silicon Motion Technology Corp

Technology
Q2 2022 Filed on Aug 15, 2022
5,621
$65.92 - $95.16 $371K - $535K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
6,432
$190.71 - $305.54 $1.23M - $1.97M
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
9,663
$229.0 - $255.85 $2.21M - $2.47M
RH
Rh

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
1,993
$212.26 - $354.33 $423K - $706K
Xilinx Inc
Q1 2022 Filed on May 16, 2022
3,961
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
18,512
$79.29 - $116.68 $1.47M - $2.16M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
14,325
$108.42 - $129.58 $1.55M - $1.86M
EMB
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
17,068
$93.87 - $107.98 $1.6M - $1.84M
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Feb 14, 2022
12,786
$108.91 - $173.31 $1.39M - $2.22M
CPNG
Coupang, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
12,252
$25.69 - $30.45 $315K - $373K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 14, 2022
12,205
$53.63 - $62.52 $655K - $763K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q3 2021 Filed on Nov 15, 2021
2,906
$53.74 - $74.76 $156K - $217K
VZ
Verizon Communications Inc

Communication Services
Q3 2021 Filed on Nov 15, 2021
24,410
$54.01 - $56.55 $1.32M - $1.38M
FXI
Ishares Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
4,598
$38.18 - $46.09 $176K - $212K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
11,896
$145.08 - $221.87 $1.73M - $2.64M
Goldman Sachs Fund
Q3 2021 Filed on Nov 15, 2021
400,163
N/A
SPOT
Spotify Technology S.A.

Communication Services
Q3 2021 Filed on Nov 15, 2021
784
$205.08 - $268.63 $161K - $211K
SE
Sea LTD

Consumer Cyclical
Q2 2021 Filed on Aug 17, 2021
987
$202.34 - $289.42 $200K - $286K
GLD
Spdr Gold Trust

ETFs
Q2 2021 Filed on Aug 17, 2021
3,429
$161.92 - $178.77 $555K - $613K
LMT
Lockheed Martin Corp

Industrials
Q1 2021 Filed on May 17, 2021
2,954
$321.82 - $372.79 $951K - $1.1M
INTC
Intel Corp

Technology
Q1 2021 Filed on May 17, 2021
24,317
$49.67 - $65.78 $1.21M - $1.6M
TFC
Truist Financial Corp

Financial Services
Q1 2021 Filed on May 17, 2021
25,609
$47.18 - $60.17 $1.21M - $1.54M
VMW
Vmware, Inc.

Technology
Q1 2021 Filed on May 17, 2021
9,519
$132.3 - $154.61 $1.26M - $1.47M
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
18,323
$107.89 - $125.27 $1.98M - $2.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
33,678
$47.97 - $69.17 $1.62M - $2.33M
SAP
Sap Se

Technology
Q4 2020 Filed on Feb 16, 2021
2,357
$105.83 - $158.77 $249K - $374K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Aug 17, 2020
43,511
$20.74 - $25.1 $902K - $1.09M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q2 2020 Filed on Aug 17, 2020
5,713
$24.61 - $31.8 $141K - $182K
IEV
Ishares Tr Europe ETF

ETFs
Q2 2020 Filed on Aug 17, 2020
8,732
$33.62 - $42.98 $294K - $375K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q2 2020 Filed on Aug 17, 2020
15,181
$14.99 - $20.43 $228K - $310K
PFE
Pfizer Inc

Healthcare
Q2 2020 Filed on Aug 17, 2020
42,758
$30.12 - $36.54 $1.29M - $1.56M
United Technologies
Q2 2020 Filed on Aug 17, 2020
11,867
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2020 Filed on May 14, 2020
3,920
$20.06 - $31.73 $78.6K - $124K
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on May 14, 2020
42,775
$10.45 - $34.48 $447K - $1.47M
Ingersol Rand
Q1 2020 Filed on May 14, 2020
857
N/A
TWTR
Twitter, Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
48,911
$22.0 - $39.05 $1.08M - $1.91M
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 14, 2020
12,909
$54.22 - $121.43 $700K - $1.57M
Concho Resources
Q1 2020 Filed on May 14, 2020
4,759
N/A
CHKP
Check Point Software Technologies LTD

Technology
Q1 2020 Filed on May 14, 2020
12,831
$82.05 - $119.28 $1.05M - $1.53M
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
5,165
$7.14 - $19.27 $36.9K - $99.5K
NOW
Service Now, Inc.

Technology
Q1 2020 Filed on May 14, 2020
7,109
$254.7 - $357.72 $1.81M - $2.54M
Suntrust Banks
Q4 2019 Filed on Feb 14, 2020
21,463
N/A
CTXS
Citrix Systems Inc

Technology
Q3 2019 Filed on Nov 15, 2019
12,150
$91.22 - $101.73 $1.11M - $1.24M
OXY
Occidental Petroleum Corp

Energy
Q3 2019 Filed on Nov 15, 2019
14,623
$42.13 - $53.17 $616K - $778K
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