American Trust New Holdings in Q2 2024

American Trust

  • $1.16 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
153K
New
$63.87 - $67.55 $9.74M - $10.3M
153K $10.2M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
65.1K
New
$41.64 - $42.32 $2.71M - $2.75M
65.1K $2.75M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.05K
New
$286.24 - $337.0 $587K - $691K
2.05K $683K
SPGI
S&P Global Inc.

Financial Services
1.43K
New
$408.56 - $448.91 $584K - $641K
1.43K $637K
GD
General Dynamics Corp

Industrials
1.93K
New
$281.11 - $300.23 $543K - $580K
1.93K $560K
WM
Waste Management Inc

Industrials
2.55K
New
$200.55 - $213.34 $512K - $544K
2.55K $544K
KMB
Kimberly Clark Corp

Consumer Defensive
3.48K
New
$123.89 - $141.67 $431K - $493K
3.48K $481K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.44K
New
$183.74 - $229.78 $264K - $331K
1.44K $309K
DOCU
Docusign, Inc.

Technology
5.25K
New
$50.84 - $61.13 $267K - $321K
5.25K $280K
MKL
Markel Corp

Financial Services
176
New
$1423.66 - $1663.21 $251K - $293K
176 $277K
URI
United Rentals, Inc.

Industrials
394
New
$616.21 - $712.69 $243K - $281K
394 $254K
IWS
Ishares Russell Midcap Value E

ETFs
2K
New
$117.31 - $125.13 $234K - $250K
2K $241K
NU
Nu Holdings Ltd.

Financial Services
18.1K
New
$10.48 - $12.92 $190K - $234K
18.1K $233K
IRT
Independence Realty Trust, Inc.

Real Estate
12.3K
New
$15.37 - $18.74 $189K - $231K
12.3K $230K
STAG
Stag Industrial, Inc.

Real Estate
6.26K
New
$34.26 - $38.32 $214K - $240K
6.26K $225K
LHX
L3 Harris Technologies, Inc.

Industrials
968
New
$200.34 - $226.69 $194K - $219K
968 $217K
RRX
Regal Rexnord Corp

Industrials
1.61K
New
$135.22 - $176.01 $218K - $284K
1.61K $217K
CPNG
Coupang, Inc.

Consumer Cyclical
9.88K
New
$18.2 - $23.65 $180K - $234K
9.88K $206K
ADT
Adt Inc.

Industrials
22K
New
$6.16 - $7.78 $135K - $171K
22K $167K
HBAN
Huntington Bancshares Inc

Financial Services
12K
New
$12.34 - $14.26 $148K - $172K
12K $158K
INDI
Indie Semiconductor, Inc.

Technology
22.6K
New
$5.11 - $7.8 $115K - $176K
22.6K $139K
SHLS
Shoals Technologies Group, Inc.

Technology
10.9K
New
$6.24 - $11.38 $67.9K - $124K
10.9K $67K
JGRO
J P Morgan Exchange Traded Fd
695K
New
N/A
695K $0
Activity Summary
Buys All Purchases 88 New Holdings 24 Increased Positions 64 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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