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
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.12K
- 77.25%
$173.36 - $189.8 $194K - $212K
329 $62K
AMT
American Tower Corp

Real Estate
-892
- 64.22%
$192.27 - $242.73 $172K - $217K
497 $115K
NKE
Nike, Inc.

Consumer Cyclical
-2.33K
- 69.46%
$71.09 - $89.44 $166K - $209K
1.03K $90K
PAGP
Plains Gp Holdings LP

Energy
-10.9K
- 87.69%
$17.93 - $19.98 $196K - $218K
1.53K $28K
ARCC
Ares Capital Corp

Financial Services
-9.63K
- 94.93%
$19.8 - $21.28 $191K - $205K
514 $10K
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.46K
- 96.43%
$65.04 - $84.24 $160K - $207K
91 $7K
WM
Waste Management Inc

Industrials
-930
- 57.73%
$196.96 - $223.45 $183K - $208K
681 $141K
AXP
American Express CO

Financial Services
-697
- 63.77%
$225.92 - $271.17 $157K - $189K
396 $107K
NVO
Novo Nordisk A S

Healthcare
-1.55K
- 67.85%
$119.07 - $145.42 $185K - $226K
736 $87K
KLAC
Kla Corp

Technology
-233
- 84.73%
$696.17 - $892.35 $162K - $208K
42 $32K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-953
- 83.52%
$156.14 - $187.2 $149K - $178K
188 $34K
TRV
Travelers Companies, Inc.

Financial Services
-686
- 51.46%
$201.87 - $242.35 $138K - $166K
647 $151K
CL
Colgate Palmolive CO

Consumer Defensive
-1.51K
- 23.89%
$95.54 - $108.77 $144K - $164K
4.8K $497K
VIG
Vanguard Dividend Appreciation

ETFs
-859
- 81.81%
$182.15 - $182.15 $156K - $156K
191 $34K
MET
Metlife Inc

Financial Services
-1.84K
- 73.94%
$67.96 - $82.48 $125K - $152K
648 $53K
KO
Coca Cola CO

Consumer Defensive
-2.1K
- 24.07%
$62.69 - $73.01 $132K - $154K
6.64K $476K
CDNS
Cadence Design Systems Inc

Technology
-491
- 66.17%
$246.84 - $321.11 $121K - $158K
251 $68K
LNG
Cheniere Energy, Inc.

Energy
-731
- 20.37%
$172.24 - $186.09 $126K - $136K
2.86K $513K
HLN
Haleon PLC

Healthcare
-11.6K
- 75.49%
$8.32 - $10.7 $96.2K - $124K
3.76K $39K
XLF
Financial Sector Spdr

ETFs
-2.46K
- 47.5%
$40.84 - $45.74 $100K - $112K
2.71K $122K
ETN
Eaton Corp PLC

Industrials
-328
- 34.53%
$272.52 - $333.02 $89.4K - $109K
622 $206K
NOC
Northrop Grumman Corp

Industrials
-200
- 34.78%
$423.73 - $533.14 $84.7K - $107K
375 $197K
APO
Apollo Global Management, Inc.

Financial Services
-825
- 30.74%
$99.16 - $125.81 $81.8K - $104K
1.86K $232K
VMC
Vulcan Materials CO

Basic Materials
-392
- 35.67%
$231.83 - $274.51 $90.9K - $108K
707 $176K
EMR
Emerson Electric CO

Industrials
-799
- 17.93%
$98.19 - $118.87 $78.5K - $95K
3.66K $399K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-488
- 7.2%
$162.83 - $179.16 $79.5K - $87.4K
6.29K $1.13M
WELL
Welltower Inc.

Real Estate
-672
- 29.5%
$104.0 - $129.74 $69.9K - $87.2K
1.61K $205K
ACN
Accenture PLC

Technology
-187
- 10.08%
$295.44 - $355.81 $55.2K - $66.5K
1.67K $589K
MREO
Mereo Biopharma Group PLC

Healthcare
-16.1K
- 71.24%
$3.45 - $4.87 $55.5K - $78.4K
6.5K $26K
ADP
Automatic Data Processing Inc

Industrials
-232
- 11.62%
$233.44 - $279.45 $54.2K - $64.8K
1.77K $488K
DGX
Quest Diagnostics Inc

Healthcare
-377
- 28.63%
$137.09 - $137.09 $51.7K - $51.7K
940 $128K
PAYX
Paychex Inc

Industrials
-285
- 7.59%
$116.17 - $135.19 $33.1K - $38.5K
3.47K $465K
UNIT
Uniti Group Inc.

Real Estate
-4.35K
- 17.09%
$2.74 - $5.84 $11.9K - $25.4K
21.1K $119K
SHEL
Shell PLC

Energy
-308
- 9.76%
$65.65 - $73.28 $20.2K - $22.6K
2.85K $187K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-135
- 3.61%
$72.22 - $81.88 $9.75K - $11.1K
3.6K $283K
COF
Capital One Financial Corp

Financial Services
-39
- 2.87%
$131.42 - $153.05 $5.13K - $5.97K
1.32K $197K
GS
Goldman Sachs Group Inc

Financial Services
-9
- 0.88%
$459.02 - $510.25 $4.13K - $4.59K
1.02K $504K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-50
- 0.56%
$71.45 - $75.64 $3.57K - $3.78K
8.9K $668K
Linde PLC
-1.91K
- 62.41%
N/A
1.15K $0
Ge Healthcare Technologies I
-5.47K
- 96.44%
N/A
202 $0
Brookfield Corp
-762
- 15.09%
N/A
4.29K $0
Kenvue Inc
-23.2K
- 88.06%
N/A
3.14K $0
Canadian Pacific Kansas City
-4.56K
- 99.5%
N/A
23 $0
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
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