Prio Wealth Limited Partnership Sells in Q3 2024

Prio Wealth Limited Partnership

  • $3.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNN
Smith & Nephew PLC

Healthcare
-1.13K
- 12.92%
$24.51 - $31.64 $27.6K - $35.6K
7.59K $236K
BAX
Baxter International Inc

Healthcare
-1.21K
- 6.13%
$32.85 - $40.26 $39.6K - $48.6K
18.5K $700K
KMB
Kimberly Clark Corp

Consumer Defensive
-135
- 0.82%
$135.05 - $148.35 $18.2K - $20K
16.3K $2.31M
WY
Weyerhaeuser CO

Real Estate
-640
- 4.97%
$27.05 - $33.84 $17.3K - $21.7K
12.2K $414K
HOLX
Hologic Inc

Healthcare
-10
- 0.11%
$73.48 - $83.64 $735 - $836
8.91K $725K
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.18%
$255.18 - $283.2 $2.04K - $2.27K
4.32K $1.22M
XOM
Exxon Mobil Corp

Energy
-1.54K
- 1.31%
$109.72 - $119.0 $169K - $183K
116K $13.6M
DVY
Ishares Tr

ETFs
-15
- 0.3%
$119.99 - $135.74 $1.8K - $2.04K
4.93K $665K
GIS
General Mills Inc

Consumer Defensive
-193
- 2.49%
$62.5 - $75.15 $12.1K - $14.5K
7.57K $558K
CVS
Cvs Health Corp

Healthcare
-1.9K
- 3.31%
$55.81 - $63.18 $106K - $120K
55.5K $3.49M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-40
- 0.39%
$95.81 - $109.03 $3.83K - $4.36K
10.3K $1.11M
CMCSA
Comcast Corp

Communication Services
-380
- 0.82%
$37.33 - $41.78 $14.2K - $15.9K
46K $1.92M
CSCO
Cisco Systems, Inc.

Technology
-59
- 0.23%
$44.74 - $53.22 $2.64K - $3.14K
25.6K $1.36M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.07K
- 1.51%
$76.38 - $78.87 $235K - $242K
200K $15.8M
SYY
Sysco Corp

Consumer Defensive
-141
- 0.53%
$69.16 - $78.98 $9.75K - $11.1K
26.3K $2.05M
ITW
Illinois Tool Works Inc

Industrials
-5K
- 8.28%
$233.14 - $263.97 $1.16M - $1.32M
55.4K $14.5M
AMGN
Amgen Inc

Healthcare
-95
- 0.37%
$309.38 - $337.38 $29.4K - $32.1K
25.4K $8.19M
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 0.44%
$801.83 - $917.05 $24.1K - $27.5K
6.81K $6.04M
BMY
Bristol Myers Squibb CO

Healthcare
-400
- 1.33%
$39.66 - $51.75 $15.9K - $20.7K
29.6K $1.53M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-161
- 0.2%
$50.99 - $57.81 $8.21K - $9.31K
79K $4.52M
AMD
Advanced Micro Devices Inc

Technology
-1.27K
- 0.44%
$128.67 - $183.96 $163K - $233K
289K $47.4M
CB
Chubb LTD

Financial Services
-100
- 0.88%
$252.51 - $292.2 $25.3K - $29.2K
11.2K $3.24M
PG
Procter & Gamble CO

Consumer Defensive
-785
- 1.33%
$160.76 - $177.82 $126K - $140K
58.2K $10.1M
VEA
Vanguard Ftse Developed Market

ETFs
-274
- 0.25%
$47.6 - $53.31 $13K - $14.6K
111K $5.86M
BDX
Becton Dickinson & CO

Healthcare
-2.36K
- 1.74%
$221.47 - $242.41 $522K - $571K
133K $32M
INDB
Independent Bank Corp

Financial Services
-2.1K
- 3.1%
$47.89 - $64.34 $101K - $135K
65.6K $3.88M
CHKP
Check Point Software Technologies LTD

Technology
-315
- 1.58%
$165.0 - $195.47 $52K - $61.6K
19.6K $3.77M
KO
Coca Cola CO

Consumer Defensive
-6.15K
- 5.34%
$62.69 - $73.01 $385K - $449K
109K $7.84M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.15K
- 4.71%
$64.35 - $75.71 $396K - $466K
125K $9.17M
GE
General Electric CO

Industrials
-20
- 0.08%
$156.66 - $189.66 $3.13K - $3.79K
23.6K $4.45M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.51K
- 9.73%
$245.82 - $304.51 $863K - $1.07M
32.6K $9.91M
CARR
Carrier Global Corp

Industrials
-743
- 1.57%
$61.9 - $80.88 $46K - $60.1K
46.5K $3.74M
ECL
Ecolab Inc.

Basic Materials
-2.3K
- 2.58%
$228.86 - $255.76 $526K - $588K
87K $22.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8.26K
- 8.87%
$531.86 - $624.21 $4.39M - $5.15M
84.8K $52.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-216
- 0.64%
$523.84 - $572.02 $113K - $124K
33.4K $19.1M
ADP
Automatic Data Processing Inc

Industrials
-2.55K
- 5.52%
$233.44 - $279.45 $596K - $714K
43.7K $12.1M
CME
Cme Group Inc.

Financial Services
-2.67K
- 3.77%
$193.43 - $220.62 $517K - $589K
68.1K $15M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.07K
- 1.63%
$210.25 - $231.86 $435K - $480K
125K $27.9M
AXP
American Express CO

Financial Services
-507
- 1.51%
$225.92 - $271.17 $115K - $137K
33.1K $8.98M
IBM
International Business Machines Corp

Technology
-160
- 0.6%
$175.1 - $223.38 $28K - $35.7K
26.4K $5.83M
ACN
Accenture PLC

Technology
-470
- 1.51%
$295.44 - $355.81 $139K - $167K
30.8K $10.9M
GS
Goldman Sachs Group Inc

Financial Services
-5.49K
- 5.38%
$459.02 - $510.25 $2.52M - $2.8M
96.5K $47.8M
ZTS
Zoetis Inc.

Healthcare
-1.92K
- 1.97%
$172.58 - $196.48 $332K - $378K
95.6K $18.7M
OTIS
Otis Worldwide Corp

Industrials
-1.34K
- 0.47%
$91.43 - $104.43 $123K - $140K
285K $29.6M
V
Visa Inc.

Financial Services
-1.29K
- 0.66%
$253.74 - $291.56 $328K - $377K
195K $53.6M
CAT
Caterpillar Inc

Industrials
-150
- 0.39%
$316.8 - $391.12 $47.5K - $58.7K
38.5K $15.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-285
- 0.36%
$517.38 - $573.86 $147K - $164K
79.6K $45.7M
CL
Colgate Palmolive CO

Consumer Defensive
-3.69K
- 0.96%
$95.54 - $108.77 $352K - $401K
378K $39.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-943
- 1.88%
$405.19 - $478.57 $382K - $451K
49.1K $22.6M
Activity Summary
Buys All Purchases 49 New Holdings 12 Increased Positions 37 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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