Abundance Wealth Counselors Closed Holding Positions

Abundance Wealth Counselors

  • $434 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RTX
Raytheon Technologies Corp

Industrials
Q2 2022 Filed on Aug 05, 2022
5,155
$88.88 - $104.97 $458K - $541K
ETN
Eaton Corp PLC

Industrials
Q2 2022 Filed on Aug 05, 2022
1,856
$125.52 - $151.81 $233K - $282K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Aug 05, 2022
18,979
$5.71 - $6.69 $108K - $127K
HON
Honeywell International Inc

Industrials
Q2 2022 Filed on Aug 05, 2022
1,093
$173.2 - $205.85 $189K - $225K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
309
$582.26 - $782.23 $180K - $242K
MCD
Mcdonalds Corp

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
1,273
$229.0 - $255.85 $292K - $326K
Sl Green Rlty Corp
Q1 2022 Filed on Apr 28, 2022
4,917
N/A
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 28, 2022
1,211
$93.61 - $194.94 $113K - $236K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on Apr 28, 2022
4,889
$45.81 - $59.06 $224K - $289K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Apr 28, 2022
8,324
$17.29 - $20.63 $144K - $172K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on Apr 28, 2022
3,102
$60.17 - $80.38 $187K - $249K
Cerner Corp
Q1 2022 Filed on Apr 28, 2022
17,238
N/A
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
12,280
$28.03 - $32.06 $344K - $394K
GM
General Motors CO

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
4,025
$39.83 - $65.74 $160K - $265K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q1 2022 Filed on Apr 28, 2022
1,378
N/A
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q4 2021 Filed on Jan 18, 2022
5,194
$54.56 - $55.46 $283K - $288K
Tortoise Essential Assets In
Q3 2021 Filed on Nov 04, 2021
60,734
N/A
General Electric CO
Q3 2021 Filed on Nov 04, 2021
13,711
N/A
LWAY
Lifeway Foods, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
1,050
$4.56 - $5.71 $4.79K - $6K
Holicity Inc
Q2 2021 Filed on Jul 21, 2021
30
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
3,000
$20.07 - $25.82 $60.2K - $77.5K
Forest Road Acquisition Corp
Q2 2021 Filed on Jul 21, 2021
2,000
N/A
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 21, 2021
59
$8.16 - $15.35 $481 - $906
PANW
Palo Alto Networks Inc

Technology
Q2 2021 Filed on Jul 21, 2021
100
$323.88 - $378.47 $32.4K - $37.8K
VEEV
Veeva Systems Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
100
$245.66 - $320.13 $24.6K - $32K
Highcape Cap Acquisition Cor
Q2 2021 Filed on Jul 21, 2021
70
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
216
$44.78 - $50.36 $9.67K - $10.9K
IDEX
Ideanomics, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
125
$2.35 - $3.38 $294 - $423
Osprey Technlgy Aquistion CO
Q2 2021 Filed on Jul 21, 2021
40
N/A
ILMN
Illumina, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
5
$372.84 - $481.5 $1.86K - $2.41K
BNGO
Bionano Genomics, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
330
N/A
NNDM
Nano Dimension Ltd.

Technology
Q2 2021 Filed on Jul 21, 2021
268
$5.53 - $8.86 $1.48K - $2.37K
EDIT
Editas Medicine, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
13
$31.29 - $56.64 $407 - $736
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
15
$23.1 - $38.61 $347 - $579
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q2 2021 Filed on Jul 21, 2021
10
$19.66 - $56.56 $197 - $566
VALE
Vale S.A.

Basic Materials
Q2 2021 Filed on Jul 21, 2021
57
$17.12 - $22.81 $976 - $1.3K
Xilinx Inc
Q2 2021 Filed on Jul 21, 2021
7
N/A
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
67
$22.3 - $36.02 $1.49K - $2.41K
GENE
Genetic Technologies LTD

Healthcare
Q2 2021 Filed on Jul 21, 2021
251
$0.0 - $0.02 $0 - $5.02
ISR
Isoray, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
420
$0.75 - $1.15 $315 - $483
DDD
3 D Systems Corp

Technology
Q2 2021 Filed on Jul 21, 2021
71
$17.77 - $40.06 $1.26K - $2.84K
NIO
Nio Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
172
$31.22 - $53.2 $5.37K - $9.15K
INUV
Inuvo, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
671
$0.62 - $1.06 $416 - $711
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Jul 21, 2021
50
$288.49 - $394.73 $14.4K - $19.7K
PARA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 21, 2021
1,500
$63.11 - $77.09 $94.7K - $116K
MDXG
Mimedx Group, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
54
$9.02 - $12.72 $487 - $687
WELL
Welltower Inc.

Real Estate
Q2 2021 Filed on Jul 21, 2021
50
$71.04 - $84.02 $3.55K - $4.2K
XLK
Technology Sector Spdr

ETFs
Q2 2021 Filed on Jul 21, 2021
25
N/A
ICLN
Ishares

ETFs
Q2 2021 Filed on Jul 21, 2021
65
$20.71 - $24.62 $1.35K - $1.6K
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