Meristem Family Wealth, LLC Closed Positions in Q3 2022

Meristem Family Wealth, LLC

  • $0
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-5.31K
Closed
$74.16 - $93.57 $393K - $496K
0 $0
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.03K
Closed
$121.77 - $145.8 $369K - $442K
0 $0
EW
Edwards Lifesciences Corp

Healthcare
-3.8K
Closed
$82.37 - $107.29 $313K - $407K
0 $0
KRBN
Kraneshares Global Carbon Stra

Technology
-9.5K
Closed
$36.47 - $51.65 $347K - $491K
0 $0
FTNT
Fortinet, Inc.

Technology
-1.28K
Closed
$48.29 - $62.88 $62K - $80.7K
0 $0
SO
Southern CO

Utilities
-5.97K
Closed
$68.0 - $80.16 $406K - $478K
0 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.72K
Closed
$69.55 - $102.08 $259K - $380K
0 $0
KHC
Kraft Heinz CO

Consumer Defensive
-10.8K
Closed
$32.95 - $39.18 $355K - $423K
0 $0
AMG
Affiliated Managers Group, Inc.

Financial Services
-3K
Closed
$47.75 - $133.64 $143K - $401K
0 $0
BLK
Black Rock Inc.

Financial Services
-552
Closed
$550.28 - $757.07 $304K - $418K
0 $0
ETR
Entergy Corp

Utilities
-3.52K
Closed
$100.63 - $122.22 $354K - $430K
0 $0
AMT
American Tower Corp

Real Estate
-1.62K
Closed
$213.72 - $281.52 $346K - $456K
0 $0
LOW
Lowes Companies Inc

Consumer Cyclical
-2.01K
Closed
$177.36 - $216.47 $357K - $436K
0 $0
DD
Du Pont De Nemours, Inc.

Basic Materials
-5.51K
Closed
$50.05 - $62.7 $276K - $346K
0 $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-12.7K
Closed
$25.74 - $31.54 $327K - $400K
0 $0
MKL
Markel Corp

Financial Services
-273
Closed
$1069.89 - $1321.87 $292K - $361K
0 $0
SYY
Sysco Corp

Consumer Defensive
-4.89K
Closed
$70.71 - $88.23 $345K - $431K
0 $0
FDX
Fedex Corp

Industrials
-1.71K
Closed
$142.9 - $238.22 $245K - $408K
0 $0
SPG
Simon Property Group Inc

Real Estate
-3K
Closed
$63.72 - $108.64 $191K - $326K
0 $0
GD
General Dynamics Corp

Industrials
-1.63K
Closed
$209.79 - $243.69 $342K - $397K
0 $0
MA
Mastercard Inc

Financial Services
-1.1K
Closed
$284.34 - $359.95 $311K - $394K
0 $0
GIS
General Mills Inc

Consumer Defensive
-5.73K
Closed
$73.1 - $80.78 $419K - $463K
0 $0
QDF
Flexshares Quality Dividend In

ETFs
-6.5K
Closed
$47.25 - $56.82 $307K - $369K
0 $0
CME
Cme Group Inc.

Financial Services
-1.61K
Closed
$176.26 - $208.9 $283K - $335K
0 $0
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-6.98K
Closed
$43.88 - $52.9 $306K - $369K
0 $0
J
Jacobs Engineering Group Inc

Industrials
-2.75K
Closed
$108.49 - $137.3 $298K - $378K
0 $0
MGM
Mgm Resorts International

Consumer Cyclical
-9K
Closed
$28.4 - $36.17 $256K - $326K
0 $0
KMI
Kinder Morgan, Inc.

Energy
-20K
Closed
$16.09 - $46.45 $321K - $927K
0 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-3.05K
Closed
$112.54 - $137.39 $343K - $419K
0 $0
FAST
Fastenal CO

Industrials
-6.3K
Closed
$46.04 - $56.11 $290K - $353K
0 $0
ADI
Analog Devices Inc

Technology
-2.26K
Closed
$139.34 - $179.89 $315K - $407K
0 $0
OTIS
Otis Worldwide Corp

Industrials
-4.84K
Closed
$63.8 - $81.75 $309K - $396K
0 $0
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-7.73K
Closed
$39.17 - $47.72 $303K - $369K
0 $0
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-4.13K
Closed
$71.02 - $85.2 $293K - $352K
0 $0
TFC
Truist Financial Corp

Financial Services
-6.49K
Closed
$20.41 - $50.47 $132K - $327K
0 $0
LH
Laboratory Corp Of America Holdings

Healthcare
-1.38K
Closed
$204.81 - $262.19 $282K - $361K
0 $0
Wells Fargo CO New
-270
Closed
N/A
0 $0
ILMN
Illumina, Inc.

Healthcare
-1.02K
Closed
$177.23 - $227.44 $181K - $233K
0 $0
COF
Capital One Financial Corp

Financial Services
-2.7K
Closed
$19.08 - $114.76 $51.6K - $310K
0 $0
MS
Morgan Stanley

Financial Services
-4.03K
Closed
$21.84 - $90.15 $88K - $363K
0 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.49K
Closed
$71.44 - $96.21 $249K - $336K
0 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.5K
Closed
$229.68 - $308.0 $345K - $462K
0 $0
MSCI
Msci Inc.

Financial Services
-680
Closed
$410.11 - $512.12 $279K - $348K
0 $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
-145
Closed
$1643.21 - $2151.34 $238K - $312K
0 $0
ISRG
Intuitive Surgical Inc

Healthcare
-1.12K
Closed
$186.38 - $242.46 $209K - $271K
0 $0
PINS
Pinterest, Inc.

Communication Services
-13.5K
Closed
$17.25 - $25.7 $233K - $347K
0 $0
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
-3.15K
Closed
$58.92 - $84.67 $186K - $267K
0 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.26K
Closed
$273.83 - $305.53 $345K - $385K
0 $0
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
-29.5K
Closed
$6.44 - $22.55 $190K - $666K
0 $0
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 337 Reductions 0 Sold out 337 Options Calls 0 Puts 0
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