Portside Wealth Group, LLC Sells in Q3 2024

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-60
- 3.9%
$309.38 - $337.38 $18.6K - $20.2K
1.48K $476M
NCNO
N Cino, Inc.

Technology
-275
- 0.69%
$29.0 - $35.0 $7.98K - $9.63K
39.5K $1.25B
XYL
Xylem Inc.

Industrials
-13
- 0.84%
$126.14 - $141.53 $1.64K - $1.84K
1.54K $208M
WMT
Walmart Inc.

Consumer Defensive
-4.98K
- 16.24%
$66.91 - $81.4 $333K - $405K
25.7K $2.07B
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-1.96K
- 3.97%
$0.5 - $0.79 $982 - $1.55K
47.5K $29M
AVY
Avery Dennison Corp

Industrials
-28
- 1.18%
$202.27 - $224.18 $5.66K - $6.28K
2.34K $517M
RS
Reliance Steel & Aluminum CO

Basic Materials
-15
- 1.57%
$271.23 - $308.75 $4.07K - $4.63K
942 $272M
Thomson Reuters Corp.
-19
- 1.09%
N/A
1.73K $295M
VUG
Vanguard Growth ETF

ETFs
-15
- 1.62%
$341.08 - $391.94 $5.12K - $5.88K
910 $349M
LUV
Southwest Airlines CO

Industrials
-707
- 2.93%
$23.7 - $29.93 $16.8K - $21.2K
23.4K $693M
MPWR
Monolithic Power Systems Inc

Technology
-98
- 9.94%
$757.04 - $947.16 $74.2K - $92.8K
888 $821M
NOVT
Novanta Inc

Technology
-133
- 5.58%
$157.79 - $157.79 $21K - $21K
2.25K $403M
KMB
Kimberly Clark Corp

Consumer Defensive
-13
- 0.32%
$135.05 - $148.35 $1.76K - $1.93K
4.05K $576M
PEN
Penumbra Inc

Healthcare
-84
- 3.81%
$163.64 - $210.12 $13.7K - $17.7K
2.12K $412M
CTVA
Corteva, Inc.

Basic Materials
-11
- 0.27%
$50.72 - $58.78 $558 - $647
4.1K $241M
HSY
Hershey CO

Consumer Defensive
-58
- 1.5%
$182.45 - $203.25 $10.6K - $11.8K
3.8K $728M
RSG
Republic Services, Inc.

Industrials
-84
- 1.39%
$189.34 - $208.21 $15.9K - $17.5K
5.97K $1.2B
AMP
Ameriprise Financial Inc

Financial Services
-7
- 1.0%
$391.53 - $469.81 $2.74K - $3.29K
690 $324M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-20
- 0.37%
$77.23 - $87.97 $1.54K - $1.76K
5.43K $471M
RMD
Resmed Inc

Healthcare
-156
- 9.67%
$186.94 - $252.92 $29.2K - $39.5K
1.46K $356M
ADSK
Autodesk, Inc.

Technology
-260
- 6.02%
$245.83 - $245.83 $63.9K - $63.9K
4.06K $1.12B
ATO
Atmos Energy Corp

Utilities
-12
- 0.49%
$114.08 - $138.75 $1.37K - $1.67K
2.42K $335M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-35
- 0.41%
$71.9 - $79.86 $2.52K - $2.8K
8.49K $675M
ARGX
Argenx Se

Healthcare
-5
- 1.01%
$434.22 - $551.9 $2.17K - $2.76K
491 $266M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.74K
- 14.76%
$65.04 - $84.24 $178K - $231K
15.8K $1.28B
SNA
Snap On Inc

Industrials
-59
- 2.05%
$255.35 - $289.77 $15.1K - $17.1K
2.82K $818M
CRH.L
Crh PLC

Basic Materials
-52
- 1.31%
N/A
3.92K $363M
SONY
Sony Group Corp

Technology
-42
- 0.66%
$81.61 - $98.65 $3.43K - $4.14K
6.34K $612M
CNC
Centene Corp

Healthcare
-205
- 2.05%
$64.89 - $80.23 $13.3K - $16.4K
9.77K $736M
MAA
Mid America Apartment Communities Inc.

Real Estate
-91
- 1.61%
$138.8 - $166.65 $12.6K - $15.2K
5.58K $886M
APD
Air Products & Chemicals, Inc.

Basic Materials
-59
- 2.35%
$247.34 - $300.11 $14.6K - $17.7K
2.45K $730M
OKE
Oneok Inc

Energy
-108
- 1.0%
$78.62 - $95.27 $8.49K - $10.3K
10.7K $978M
O
Realty Income Corp

Real Estate
-176
- 1.76%
$52.36 - $63.42 $9.22K - $11.2K
9.85K $625M
AWK
American Water Works Company, Inc.

Utilities
-123
- 1.79%
$127.76 - $149.9 $15.7K - $18.4K
6.74K $986M
MORN
Morningstar, Inc.

Financial Services
-32
- 0.6%
$295.85 - $326.31 $9.47K - $10.4K
5.31K $1.69B
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
-1.44K
- 8.53%
$24.49 - $38.1 $35.3K - $54.9K
15.4K $559M
IEF
Ishares Barclays

ETFs
-48
- 0.15%
$92.67 - $99.14 $4.45K - $4.76K
32.9K $3.23B
IVV
Ishares Core S&P 500 ETF

ETFs
-136
- 1.8%
$520.18 - $576.82 $70.7K - $78.4K
7.4K $4.27B
ARES
Ares Management Corp

Financial Services
-108
- 1.45%
$133.73 - $158.05 $14.4K - $17.1K
7.32K $1.14B
RVLV
Revolve Group, Inc.

Consumer Cyclical
-1.51K
- 7.0%
$15.06 - $25.89 $22.7K - $39K
20K $496M
WEC
Wec Energy Group, Inc.

Utilities
-169
- 1.64%
$77.68 - $96.19 $13.1K - $16.3K
10.1K $975M
LOW
Lowes Companies Inc

Consumer Cyclical
-455
- 7.16%
$213.3 - $270.78 $97.1K - $123K
5.9K $1.6B
SFBS
Servis First Bancshares, Inc.

Financial Services
-331
- 2.29%
$60.39 - $86.36 $20K - $28.6K
14.2K $1.14B
Brookfield Corp
-116
- 0.58%
N/A
19.9K $1.06B
NFLX
Netflix Inc

Communication Services
-205
- 1.89%
$598.55 - $722.26 $123K - $148K
10.7K $7.56B
GSHD
Goosehead Insurance, Inc.

Financial Services
-635
- 6.76%
$55.77 - $90.46 $35.4K - $57.4K
8.76K $782M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-835
- 2.34%
$56.16 - $68.57 $46.9K - $57.3K
34.8K $2.31B
MCD
Mcdonalds Corp

Consumer Cyclical
-98
- 1.68%
$245.82 - $304.51 $24.1K - $29.8K
5.73K $1.75B
T
At&T Inc.

Communication Services
-750
- 0.72%
$18.21 - $22.28 $13.7K - $16.7K
103K $2.26B
Activity Summary
Buys All Purchases 275 New Holdings 48 Increased Positions 227 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 3 Puts 0
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