Golden State Equity Partners Sells in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RWT
Redwood Trust Inc

Real Estate
-61K
- 86.4%
$6.37 - $8.08 $388K - $493K
9.6K $74K
VLO
Valero Energy Corp

Energy
-3.45K
- 82.8%
$132.81 - $163.48 $458K - $564K
717 $96K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3.01K
- 82.23%
$109.16 - $155.35 $328K - $467K
650 $100K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4.27K
- 88.04%
$97.81 - $108.79 $418K - $464K
580 $63K
ASML
Asml Holding Nv

Technology
-555
- 85.25%
$749.82 - $1098.95 $416K - $610K
96 $79K
KMB
Kimberly Clark Corp

Consumer Defensive
-3.26K
- 99.24%
$135.05 - $148.35 $440K - $483K
25 $3K
DUK
Duke Energy Corp

Utilities
-3.88K
- 84.34%
$99.35 - $117.71 $385K - $457K
720 $83K
ABT
Abbott Laboratories

Healthcare
-3.91K
- 85.04%
$100.07 - $118.13 $391K - $462K
688 $78K
STWD
Starwood Property Trust, Inc.

Real Estate
-21.7K
- 77.71%
$18.75 - $21.11 $406K - $457K
6.21K $126K
SO
Southern CO

Utilities
-4.85K
- 55.08%
$77.0 - $90.52 $373K - $439K
3.95K $356K
DIS
Walt Disney CO

Communication Services
-4.29K
- 80.93%
$85.6 - $98.61 $367K - $423K
1.01K $97K
PG
Procter & Gamble CO

Consumer Defensive
-2.37K
- 30.28%
$160.76 - $177.82 $381K - $421K
5.45K $943K
FCX
Freeport Mcmoran Inc

Basic Materials
-7.76K
- 66.72%
$39.52 - $51.92 $307K - $403K
3.87K $193K
AR
Antero Resources Corp

Energy
-13.3K
- 89.87%
$24.94 - $33.3 $332K - $443K
1.5K $42K
MA
Mastercard Inc

Financial Services
-758
- 42.92%
$429.6 - $500.99 $326K - $380K
1.01K $497K
UBER
Uber Technologies, Inc

Technology
-4.98K
- 86.36%
$58.48 - $77.47 $291K - $386K
787 $59K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-320
- 67.8%
$1015.62 - $1159.62 $325K - $371K
152 $175K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.1K
- 47.32%
$107.93 - $120.23 $335K - $373K
3.45K $405K
SPMD
Spdr Portfolio

ETFs
-6.65K
- 99.39%
$50.29 - $54.92 $334K - $365K
41 $2K
TDW
Tidewater Inc

Energy
-5.01K
- 96.16%
$69.32 - $106.47 $347K - $533K
200 $14K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.74K
- 94.89%
$92.56 - $99.46 $346K - $372K
201 $19K
BA
Boeing CO

Industrials
-2.34K
- 96.81%
$152.04 - $190.6 $355K - $445K
77 $11K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-14.7K
- 99.83%
$23.04 - $24.06 $338K - $353K
25 $0
ENPH
Enphase Energy, Inc.

Technology
-3.09K
- 92.3%
$95.77 - $123.65 $296K - $382K
258 $29K
ADC
Agree Realty Corp

Real Estate
-4.55K
- 61.88%
$61.47 - $76.71 $280K - $349K
2.81K $211K
CMCSA
Comcast Corp

Communication Services
-8.19K
- 35.6%
$37.33 - $41.78 $306K - $342K
14.8K $618K
XLK
Technology Sector Spdr

ETFs
-1.51K
- 58.76%
$197.34 - $237.68 $298K - $359K
1.06K $239K
FIS
Fidelity National Information Services, Inc.

Technology
-4.02K
- 97.0%
$72.8 - $85.04 $292K - $341K
124 $10K
NNN
National Retail Properties, Inc.

Real Estate
-6.87K
- 99.03%
$42.12 - $48.79 $289K - $335K
67 $3K
AVB
Avalonbay Communities Inc

Real Estate
-1.44K
- 94.35%
$200.95 - $234.65 $288K - $337K
86 $19K
BDX
Becton Dickinson & CO

Healthcare
-1.33K
- 88.1%
$221.47 - $242.41 $295K - $323K
180 $43K
HBAN
Huntington Bancshares Inc

Financial Services
-21.7K
- 92.9%
$12.84 - $15.15 $279K - $329K
1.66K $24K
KMI
Kinder Morgan, Inc.

Energy
-14.3K
- 95.79%
$19.72 - $22.22 $283K - $318K
630 $13K
UPS
United Parcel Service Inc

Industrials
-2.29K
- 80.22%
$123.32 - $147.38 $283K - $338K
565 $77K
SHW
Sherwin Williams CO

Basic Materials
-814
- 34.95%
$294.65 - $384.0 $240K - $313K
1.52K $577K
DLR
Digital Realty Trust, Inc.

Real Estate
-1.83K
- 70.85%
$144.47 - $162.98 $265K - $299K
754 $122K
WEC
Wec Energy Group, Inc.

Utilities
-3.05K
- 80.43%
$77.68 - $96.19 $237K - $293K
742 $71K
SBUX
Starbucks Corp

Consumer Cyclical
-2.99K
- 88.71%
$72.51 - $98.6 $217K - $295K
381 $37K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-8.83K
- 90.1%
$29.23 - $33.51 $258K - $296K
970 $32K
HUBS
Hubspot Inc

Technology
-531
- 98.7%
$450.09 - $592.58 $239K - $315K
7 $3K
ADBE
Adobe Inc.

Technology
-495
- 79.07%
$508.13 - $586.55 $252K - $290K
131 $67K
ENB
Enbridge Inc

Energy
-6.16K
- 76.68%
$35.27 - $41.18 $217K - $253K
1.87K $76K
IHDG
Wisdomtree Tr

ETFs
-5.46K
- 99.85%
$42.42 - $46.78 $232K - $255K
8 $0
MU
Micron Technology Inc

Technology
-2.4K
- 79.87%
$86.27 - $136.82 $207K - $329K
605 $62K
ISRG
Intuitive Surgical Inc

Healthcare
-503
- 55.89%
$416.14 - $494.01 $209K - $248K
397 $195K
SQ
Block, Inc.

Technology
-3.59K
- 99.78%
$57.21 - $72.07 $206K - $259K
8 $0
DTE
Dte Energy CO

Utilities
-1.83K
- 95.61%
$108.67 - $128.41 $199K - $235K
84 $10K
DEO
Diageo PLC

Consumer Defensive
-1.65K
- 81.7%
$120.02 - $140.77 $198K - $232K
369 $51K
SGMO
Sangamo Therapeutics, Inc

Healthcare
-254K
- 95.46%
$0.32 - $1.1 $81.4K - $280K
12.1K $10K
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email