Access Financial Services, Inc. Reduced Holdings in Q1 2024

Access Financial Services, Inc.

  • $221 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-17K
- 87.49%
$113.31 - $123.18 $1.92M - $2.09M
2.43K $298K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-6.37K
- 4.49%
$94.54 - $95.39 $602K - $608K
136K $12.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-15.7K
- 34.35%
$35.71 - $39.11 $560K - $614K
30K $1.17M
IEF
Ishares Barclays

ETFs
-4.86K
- 20.47%
$93.54 - $96.82 $455K - $470K
18.9K $1.79M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-3.08K
- 19.02%
$61.94 - $80.91 $191K - $249K
13.1K $855K
QCOM
Qualcomm Inc

Technology
-4.2K
- 30.47%
$136.17 - $175.72 $572K - $738K
9.58K $1.62M
KO
Coca Cola CO

Consumer Defensive
-3.58K
- 11.8%
$58.91 - $61.24 $211K - $219K
26.7K $1.64M
ABBV
Abb Vie Inc.

Healthcare
-2.4K
- 21.24%
$159.82 - $182.1 $384K - $437K
8.9K $1.62M
IEFA
Ishares Tr

ETFs
-1.93K
- 15.78%
$68.14 - $74.43 $132K - $144K
10.3K $765K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.13K
- 13.62%
$71.76 - $73.66 $81.1K - $83.2K
7.17K $520K
XLK
Technology Sector Spdr

ETFs
-1.24K
- 9.85%
$184.12 - $211.02 $228K - $262K
11.4K $2.36M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.17K
- 15.73%
$210.55 - $261.0 $247K - $306K
6.28K $1.6M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1.05K
- 0.96%
$14.38 - $14.88 $15.1K - $15.6K
109K $1.57M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-6.37K
- 8.89%
$8.54 - $8.93 $54.4K - $56.9K
65.3K $568K
ARES
Ares Management Corp

Financial Services
-1.31K
- 10.11%
$114.19 - $137.06 $150K - $180K
11.7K $1.55M
IXUS
Ishares Tr

ETFs
-15
- 0.3%
$62.39 - $67.92 $936 - $1.02K
4.98K $338K
CE
Celanese Corp

Basic Materials
-770
- 7.36%
$142.81 - $171.86 $110K - $132K
9.69K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
-55
- 2.93%
$338.26 - $395.2 $18.6K - $21.7K
1.82K $698K
TNC
Tennant CO

Industrials
-700
- 14.83%
$86.89 - $121.76 $60.8K - $85.2K
4.02K $488K
GLD
Spdr Gold Trust

ETFs
-45
- 1.04%
$184.42 - $205.72 $8.3K - $9.26K
4.29K $881K
PG
Procter & Gamble CO

Consumer Defensive
-690
- 6.45%
$147.42 - $162.61 $102K - $112K
10K $1.62M
DLR
Digital Realty Trust, Inc.

Real Estate
-85
- 1.01%
$130.83 - $153.71 $11.1K - $13.1K
8.31K $1.2M
SYY
Sysco Corp

Consumer Defensive
-1.06K
- 5.35%
$74.42 - $82.36 $78.8K - $87.2K
18.7K $1.52M
IBM
International Business Machines Corp

Technology
-9
- 0.11%
$159.16 - $197.78 $1.43K - $1.78K
8.04K $1.53M
IVV
Ishares Core S&P 500 ETF

ETFs
-166
- 1.97%
$469.56 - $525.73 $77.9K - $87.3K
8.24K $4.33M
MSFT
Microsoft Corp

Technology
-18
- 0.17%
$367.75 - $429.37 $6.62K - $7.73K
10.5K $4.42M
FNDX
Schwab Fundamental U S Large C

ETFs
-188
- 0.19%
$60.89 - $67.39 $11.4K - $12.7K
97K $6.54M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-32.9K
- 5.15%
$55.41 - $62.08 $1.82M - $2.04M
606K $37.6M
Activity Summary
Buys All Purchases 53 New Holdings 14 Increased Positions 39 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Access Financial Services, Inc. Portfolio

Follow Access Financial Services, Inc. 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 Access Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Access Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email