Frank, Rimerman Advisors LLC Purchases and Sells in Q1 2024

Frank, Rimerman Advisors LLC

$519 Million
Q1 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AZN	10 + 35.71%	$61.03 - $69.57 $610 - $696	38 $2K
TGT	1 + 0.81%	$137.4 - $177.21 $137 - $177	125 $22K
PANW	119 + 127.96%	$261.97 - $376.9 $31.2K - $44.9K	212 $60K
GILD	208 + 47.17%	$71.58 - $87.29 $14.9K - $18.2K	649 $47K
WMT	614 + 200.0%	$58.61 - $175.86 $36K - $108K	921 $55K
VGT	6 + 1.23%	$462.18 - $530.16 $2.77K - $3.18K	494 $259K

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UAL	2.37K New	$37.88 - $47.88 $89.7K - $113K	2.37K $113K
MRNA	701 New	$85.37 - $115.44 $59.8K - $80.9K	701 $74K
WY	1.91K New	$32.37 - $35.93 $61.9K - $68.7K	1.91K $68K
ABNB	249 New	$133.42 - $168.18 $33.2K - $41.9K	249 $41K
MDT	348 New	$82.84 - $88.09 $28.8K - $30.7K	348 $30K
IFF	85 New	$73.21 - $85.99 $6.22K - $7.31K	85 $7K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-3.83K - 2.39%	$396.28 - $446.38 $1.52M - $1.71M	156K $69.5M
GOOG	-6.35K - 4.3%	$132.56 - $154.84 $842K - $983K	141K $21.5M
PRCT	-265K - 57.96%	$40.38 - $50.75 $10.7M - $13.4M	192K $9.49M
VEA	-8.72K - 5.29%	$46.21 - $50.27 $403K - $438K	156K $7.83M
IWC	-302 - 0.61%	$109.23 - $121.19 $33K - $36.6K	49.2K $5.96M
VWO	-6.05K - 4.38%	$39.04 - $42.23 $236K - $256K	132K $5.52M

Activity Summary All Purchases 53 New Holdings 24 Increased Positions 29 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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