Access Financial Services, Inc. Closed Holding Positions

Access Financial Services, Inc.

  • $169 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Cyrusone Inc
Q2 2021 Filed on Jul 15, 2021
8,074
N/A
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
4,878
$76.86 - $81.95 $375K - $400K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Jul 15, 2021
25,284
$159.69 - $175.61 $4.04M - $4.44M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2021 Filed on Jul 15, 2021
3,930
$125.2 - $128.01 $492K - $503K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q2 2021 Filed on Jul 15, 2021
7,555
$36.41 - $38.65 $275K - $292K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 15, 2021
13,991
$21.64 - $24.65 $303K - $345K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
455
$228.3 - $272.92 $104K - $124K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
12,881
$76.38 - $86.03 $984K - $1.11M
BDX
Becton Dickinson & CO

Healthcare
Q1 2021 Filed on Apr 23, 2021
8,304
$232.09 - $256.88 $1.93M - $2.13M
MRK
Merck & Co., Inc.

Healthcare
Q1 2021 Filed on Apr 23, 2021
22,355
$68.86 - $81.11 $1.54M - $1.81M
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on Apr 23, 2021
8,815
$83.5 - $98.47 $736K - $868K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on Apr 23, 2021
4,475
$198.66 - $241.83 $889K - $1.08M
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on Apr 23, 2021
25,160
$80.64 - $94.79 $2.03M - $2.38M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on Apr 23, 2021
53,852
$65.18 - $69.88 $3.51M - $3.76M
KTF
Dws Municipal Income Trust

Financial Services
Q1 2021 Filed on Apr 23, 2021
22,823
$11.29 - $11.87 $258K - $271K
VUG
Vanguard Growth ETF

ETFs
Q1 2021 Filed on Apr 23, 2021
1,500
$243.15 - $268.9 $365K - $403K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2020 Filed on Jan 14, 2021
10,020
$50.51 - $50.57 $506K - $507K
IEO
Ishares Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
23,923
$26.44 - $34.76 $633K - $832K
OKE
Oneok Inc

Energy
Q3 2020 Filed on Nov 09, 2020
20,979
$24.48 - $32.18 $514K - $675K
Santander Consumer Usa Hdg I
Q2 2020 Filed on Aug 11, 2020
36,647
N/A
BA
Boeing CO

Industrials
Q2 2020 Filed on Aug 11, 2020
5,076
$120.0 - $230.5 $609K - $1.17M
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
14,320
$34.16 - $122.45 $489K - $1.75M
HXL
Hexcel Corp

Industrials
Q1 2020 Filed on Apr 16, 2020
21,611
$29.51 - $79.89 $638K - $1.73M
GLW
Corning Inc

Technology
Q1 2020 Filed on Apr 16, 2020
13,428
$17.75 - $30.4 $238K - $408K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q1 2020 Filed on Apr 16, 2020
19,380
$20.87 - $25.45 $404K - $493K
MMM
3 M CO

Industrials
Q1 2020 Filed on Apr 16, 2020
3,914
$117.87 - $181.37 $461K - $710K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2020 Filed on Apr 16, 2020
20,784
N/A
HEFA
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on Apr 16, 2020
44,296
$21.23 - $31.4 $940K - $1.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2019 Filed on Jan 21, 2020
1,121
$338.73 - $376.09 $380K - $422K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2019 Filed on Jan 21, 2020
6,228
$55.92 - $62.67 $348K - $390K
Alps ETF Tr
Q4 2019 Filed on Jan 21, 2020
144,180
N/A
XLI
Industrial Sector Spdr

ETFs
Q3 2019 Filed on Nov 01, 2019
6,143
$77.22 - $79.35 $474K - $487K
XLE
Energy Sector Spdr

ETFs
Q3 2019 Filed on Nov 01, 2019
14,486
$59.2 - $63.13 $858K - $915K
FNDA
Schwab Fundamental U S Small C

ETFs
Q3 2019 Filed on Nov 01, 2019
7,962
$37.63 - $38.85 $300K - $309K
SPMD
Spdr Portfolio

ETFs
Q3 2019 Filed on Nov 01, 2019
18,730
$33.7 - $34.71 $631K - $650K
GPC
Genuine Parts CO

Consumer Cyclical
Q3 2019 Filed on Nov 01, 2019
7,700
$87.73 - $106.15 $676K - $817K
XOM
Exxon Mobil Corp

Energy
Q3 2019 Filed on Nov 01, 2019
15,477
$67.19 - $77.63 $1.04M - $1.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2019 Filed on Nov 01, 2019
6,295
$39.0 - $43.14 $246K - $272K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q3 2019 Filed on Nov 01, 2019
43,956
$56.23 - $57.59 $2.47M - $2.53M
IYE
Ishares Tr

ETFs
Q3 2019 Filed on Nov 01, 2019
8,575
$29.89 - $34.75 $256K - $298K
WFC
Wells Fargo & Company

Financial Services
Q1 2019 Filed on Apr 26, 2019
24,766
$46.57 - $51.73 $1.15M - $1.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2019 Filed on Apr 26, 2019
2,490
N/A
JCI
Johnson Controls International PLC

Industrials
Q1 2019 Filed on Apr 26, 2019
10,415
$30.01 - $36.96 $313K - $385K
IP
International Paper CO

Consumer Cyclical
Q1 2019 Filed on Apr 26, 2019
16,720
$38.22 - $45.21 $639K - $756K
HP
Helmerich & Payne, Inc.

Energy
Q4 2018 Filed on Feb 19, 2019
3,800
$44.95 - $72.94 $171K - $277K
PACW
Pacwest Bancorp

Financial Services
Q4 2018 Filed on Feb 19, 2019
13,520
$31.49 - $48.83 $426K - $660K
UMPQ
Umpqua Holdings Corp

Financial Services
Q4 2018 Filed on Feb 19, 2019
31,930
$15.24 - $21.26 $487K - $679K
GD
General Dynamics Corp

Industrials
Q4 2018 Filed on Feb 19, 2019
5,445
$148.21 - $207.16 $807K - $1.13M
Amerigas Partners L P
Q4 2018 Filed on Feb 19, 2019
18,662
N/A
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