True Wealth Design, LLC Sells in Q4 2024

True Wealth Design, LLC

  • $258 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QNST
Quinstreet, Inc

Communication Services
-47
- 82.46%
$18.28 - $24.7 $859 - $1.16K
10 $231K
OSCR
Oscar Health, Inc.

Healthcare
-29
- 49.15%
$13.38 - $20.63 $388 - $598
30 $404K
OIS
Oil States International, Inc

Energy
-166
- 91.21%
$4.18 - $5.72 $694 - $950
16 $81K
ALEC
Alector, Inc.

Healthcare
-38
- 15.77%
$1.72 - $6.06 $65.4 - $230
203 $384K
GFI
Gold Fields LTD

Basic Materials
-34
- 25.37%
$13.16 - $18.91 $447 - $643
100 $1.32M
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
-198
- 93.84%
$2.7 - $4.03 $535 - $798
13 $40K
MCHP
Microchip Technology Inc

Technology
-1
- 3.57%
$55.51 - $79.05 $55.5 - $79.1
27 $1.55M
Inhibrx Biosciences Inc
-44
- 93.62%
N/A
3 $47K
CNI
Canadian National Railway CO

Industrials
-3
- 13.04%
$100.62 - $117.12 $302 - $351
20 $2.03M
CDW
Cdw Corp

Technology
-2
- 33.33%
$171.49 - $225.64 $343 - $451
4 $697K
HCSG
Healthcare Services Group Inc

Healthcare
-54
- 94.74%
$9.71 - $12.9 $524 - $697
3 $35K
CVX
Chevron Corp

Energy
-1
- 0.54%
$141.15 - $162.53 $141 - $163
183 $26.5M
NUE
Nucor Corp

Basic Materials
-1
- 7.69%
$115.78 - $167.74 $116 - $168
12 $1.41M
ALHC
Alignment Healthcare, Inc.

Healthcare
-45
- 69.23%
$10.0 - $14.15 $450 - $637
20 $225K
HAL
Halliburton CO

Energy
-16
- 37.21%
$25.77 - $31.99 $412 - $512
27 $735K
DH
Definitive Healthcare Corp.

Healthcare
-103
- 59.54%
$4.08 - $4.77 $420 - $491
70 $288K
HMC
Honda Motor CO LTD

Consumer Cyclical
-7
- 8.24%
$23.7 - $32.62 $166 - $228
78 $2.23M
MRNA
Moderna, Inc.

Healthcare
-5
- 50.0%
$36.85 - $63.93 $184 - $320
5 $208K
NKTX
Nkarta, Inc.

Healthcare
-97
- 97.0%
$2.17 - $4.34 $210 - $421
3 $8K
WLK
Westlake Corp

Basic Materials
-2
- 33.33%
$113.23 - $148.98 $226 - $298
4 $459K
GPC
Genuine Parts CO

Consumer Cyclical
-2
- 22.22%
$113.11 - $143.63 $226 - $287
7 $818K
ORGO
Organogenesis Holdings Inc.

Healthcare
-301
- 19.23%
$2.77 - $4.43 $834 - $1.33K
1.26K $4.05M
AOS
Smith A O Corp

Industrials
-3
- 30.0%
$68.02 - $88.94 $204 - $267
7 $478K
CRL
Charles River Laboratories International, Inc.

Healthcare
-2
- 50.0%
$178.58 - $220.69 $357 - $441
2 $370K
WMS
Advanced Drainage Systems, Inc.

Industrials
-2
- 50.0%
$114.63 - $163.52 $229 - $327
2 $232K
BRKL
Brookline Bancorp Inc

Financial Services
-48
- 42.48%
$9.7 - $12.81 $466 - $615
65 $767K
OSPN
One Span Inc.

Technology
-22
- 88.0%
$14.47 - $19.38 $318 - $426
3 $56K
FLNC
Fluence Energy, Inc.

Utilities
-13
- 61.9%
$15.0 - $23.5 $195 - $306
8 $128K
AES
Aes Corp

Utilities
-9
- 30.0%
$12.44 - $20.24 $112 - $182
21 $271K
STM
St Microelectronics N.V.

Technology
-7
- 24.14%
$24.48 - $28.92 $171 - $202
22 $550K
AVTR
Avantor, Inc.

Basic Materials
-5
- 11.9%
$19.72 - $25.54 $98.6 - $128
37 $780K
AEM
Agnico Eagle Mines LTD

Basic Materials
-3
- 12.5%
$75.99 - $88.85 $228 - $267
21 $1.64M
PBRA
Petroleo Bras Ads (Ea Reptg 2
-1
- 0.49%
N/A
202 $2.39M
PBA
Pembina Pipeline Corp

Energy
-4
- 13.33%
$35.89 - $43.35 $144 - $173
26 $961K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
-21
- 14.79%
$9.06 - $12.68 $190 - $266
121 $1.47M
RCI
Rogers Communications Inc

Communication Services
-2
- 9.52%
$30.36 - $39.38 $60.7 - $78.8
19 $584K
America Movil Sab De Cv
-8
- 11.59%
N/A
61 $873K
SSL
Sasol LTD

Basic Materials
-20
- 28.17%
$4.46 - $7.28 $89.2 - $146
51 $233K
FANG
Diamondback Energy, Inc.

Energy
-1
- 11.11%
$153.06 - $199.5 $153 - $200
8 $1.31M
ENPH
Enphase Energy, Inc.

Technology
-1
- 25.0%
$59.52 - $111.18 $59.5 - $111
3 $215K
SID
National Steel CO

Basic Materials
-83
- 83.0%
$1.44 - $2.47 $120 - $205
17 $25K
DG
Dollar General Corp

Consumer Defensive
-2
- 28.57%
$73.27 - $84.47 $147 - $169
5 $380K
GNE
Genie Energy Ltd.

Utilities
-13
- 92.86%
$14.47 - $16.97 $188 - $221
1 $16K
FMX
Mexican Economic Development Inc

Consumer Defensive
-1
- 12.5%
$84.71 - $99.68 $84.7 - $99.7
7 $599K
GMAB
Genmab A/S

Healthcare
-5
- 21.74%
$20.02 - $24.15 $100 - $121
18 $376K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-1
- 7.69%
$64.91 - $73.47 $64.9 - $73.5
12 $783K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1
- 25.0%
$104.54 - $137.94 $105 - $138
3 $365K
TEF
Telefonica S A

Communication Services
-10
- 9.43%
$4.02 - $4.88 $40.2 - $48.8
96 $386K
CSAN
Cosan S.A.

Energy
-10
- 55.56%
$5.37 - $9.88 $53.7 - $98.8
8 $44K
Activity Summary
Buys All Purchases 833 New Holdings 278 Increased Positions 555 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, LLC 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email