Balboa Wealth Partners Sells in Q3 2024

Balboa Wealth Partners

  • $389 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVYE
Ishares Emerging Markets Divid

ETFs
-28
- 0.08%
$25.71 - $29.05 $720 - $813
34K $975K
ABT
Abbott Laboratories

Healthcare
-125
- 1.82%
$100.07 - $118.13 $12.5K - $14.8K
6.75K $769K
SBUX
Starbucks Corp

Consumer Cyclical
-232
- 5.68%
$72.51 - $98.6 $16.8K - $22.9K
3.85K $375K
T
At&T Inc.

Communication Services
-5.26K
- 8.48%
$18.21 - $22.28 $95.8K - $117K
56.8K $1.25M
BX
Blackstone Inc.

Financial Services
-255
- 6.79%
$120.77 - $159.66 $30.8K - $40.7K
3.5K $536K
NEE
Nextera Energy Inc

Utilities
-607
- 6.49%
$69.9 - $84.97 $42.4K - $51.6K
8.75K $739K
ABBV
Abb Vie Inc.

Healthcare
-555
- 7.46%
$163.84 - $199.33 $90.9K - $111K
6.89K $1.36M
MA
Mastercard Inc

Financial Services
-414
- 7.1%
$429.6 - $500.99 $178K - $207K
5.42K $2.67M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-630
- 1.2%
$54.98 - $59.51 $34.6K - $37.5K
51.9K $3.09M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.94K
- 19.64%
$72.18 - $107.33 $140K - $208K
7.93K $841K
RTX
Raytheon Technologies Corp

Industrials
-39
- 0.36%
$99.55 - $123.34 $3.88K - $4.81K
10.8K $1.31M
META
Meta Platforms, Inc.

Communication Services
-1.65K
- 9.16%
$453.41 - $572.44 $749K - $945K
16.4K $9.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-500
- 2.29%
$517.38 - $573.86 $259K - $287K
21.3K $12.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 2.22%
$405.19 - $478.57 $81K - $95.7K
8.82K $4.06M
IDU
Ishares Tr U S Utils ETF

ETFs
-34
- 0.11%
$87.2 - $102.21 $2.96K - $3.48K
30.4K $3.1M
GLD
Spdr Gold Trust

ETFs
-432
- 1.75%
$215.56 - $246.98 $93.1K - $107K
24.2K $5.89M
AAPL
Apple Inc.

Technology
-4.17K
- 5.44%
$207.23 - $234.82 $864K - $979K
72.5K $16.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.04K
- 0.73%
$191.76 - $263.26 $199K - $273K
141K $36.9M
Activity Summary
Buys All Purchases 177 New Holdings 75 Increased Positions 102 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 1 Puts 0
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