Acorn Financial Advisory Services Inc Closed Holding Positions

Acorn Financial Advisory Services Inc

  • $508 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q2 2022 Filed on Jul 12, 2022
5,926
$34.19 - $39.91 $203K - $237K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2022 Filed on Jul 12, 2022
36,935
$21.33 - $24.43 $788K - $902K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 12, 2022
7,700
$39.36 - $55.39 $303K - $427K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q2 2022 Filed on Jul 12, 2022
3,284
$58.38 - $69.47 $192K - $228K
Draftkings Inc
Q2 2022 Filed on Jul 12, 2022
55,274
N/A
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Jul 12, 2022
1,820
$87.4 - $113.09 $159K - $206K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Jul 12, 2022
1,053
$139.3 - $249.32 $147K - $263K
OPEN
Opendoor Technologies Inc.

Real Estate
Q2 2022 Filed on Jul 12, 2022
29,880
$4.32 - $9.06 $129K - $271K
AWK
American Water Works Company, Inc.

Utilities
Q2 2022 Filed on Jul 12, 2022
1,279
$130.88 - $171.14 $167K - $219K
FDX
Fedex Corp

Industrials
Q1 2022 Filed on Apr 18, 2022
788
$201.09 - $264.91 $158K - $209K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on Apr 18, 2022
1,477
$119.16 - $140.17 $176K - $207K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2022 Filed on Apr 18, 2022
2,327
$79.77 - $93.68 $186K - $218K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2022 Filed on Apr 18, 2022
1,639
$112.23 - $123.59 $184K - $203K
Nuance Communications Inc
Q1 2022 Filed on Apr 18, 2022
15,967
N/A
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on Apr 18, 2022
14,607
$147.31 - $171.84 $2.15M - $2.51M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on Apr 18, 2022
6,752
$27.07 - $29.9 $183K - $202K
DTE
Dte Energy CO

Utilities
Q1 2022 Filed on Apr 18, 2022
1,909
$115.88 - $132.56 $221K - $253K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q1 2022 Filed on Apr 18, 2022
5,395
$36.1 - $40.12 $195K - $216K
HYG
Ishares Tr

ETFs
Q4 2021 Filed on Jan 31, 2022
8,232
$85.37 - $87.5 $703K - $720K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 31, 2022
947
$179.32 - $271.7 $170K - $257K
Cloudera Inc
Q4 2021 Filed on Jan 31, 2022
91,744
N/A
PTPI
Petros Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
50,200
$1.82 - $3.2 $91.4K - $161K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
Q3 2021 Filed on Nov 15, 2021
22,984
$29.17 - $30.05 $670K - $691K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q3 2021 Filed on Nov 15, 2021
16,035
$67.76 - $72.0 $1.09M - $1.15M
VONG
Vanguard Russell 1000 Growth E

ETFs
Q3 2021 Filed on Nov 15, 2021
17,764
$69.93 - $75.23 $1.24M - $1.34M
Portman Ridge Fin Corp
Q3 2021 Filed on Nov 15, 2021
14,281
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2021 Filed on Nov 15, 2021
2,709
$74.54 - $80.19 $202K - $217K
J P Morgan Exchange Traded F
Q3 2021 Filed on Nov 15, 2021
17,910
N/A
QS
Quantum Scape Corp

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
7,098
$19.3 - $27.68 $137K - $196K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q3 2021 Filed on Nov 15, 2021
8,960
$54.77 - $55.59 $491K - $498K
MMM
3 M CO

Industrials
Q3 2021 Filed on Nov 15, 2021
1,009
$175.42 - $202.83 $177K - $205K
DFAI
Dimensional ETF Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
6,939
$28.39 - $30.41 $197K - $211K
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q3 2021 Filed on Nov 15, 2021
1,377
$62.34 - $73.38 $85.8K - $101K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,263
$177.8 - $200.2 $225K - $253K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2021 Filed on Nov 15, 2021
47,556
$60.96 - $64.6 $2.9M - $3.07M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2021 Filed on Nov 15, 2021
12,524
$133.17 - $142.02 $1.67M - $1.78M
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
48,808
$12.57 - $14.93 $614K - $729K
Fireeye Inc
Q3 2021 Filed on Nov 15, 2021
90,262
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Nov 15, 2021
5,824
$59.17 - $69.31 $345K - $404K
BA
Boeing CO

Industrials
Q3 2021 Filed on Nov 15, 2021
2,800
$206.99 - $239.73 $580K - $671K
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Nov 15, 2021
2,308
$161.32 - $171.17 $372K - $395K
BNDX
Vanguard Total International B

ETFs
Q3 2021 Filed on Nov 15, 2021
52,646
$56.96 - $58.06 $3M - $3.06M
PSEC
Prospect Capital Corp

Financial Services
Q3 2021 Filed on Nov 15, 2021
20,072
$7.69 - $8.46 $154K - $170K
FCNCA
First Citizens Bancshares Inc

Financial Services
Q3 2021 Filed on Nov 15, 2021
1,251
$744.8 - $907.04 $932K - $1.13M
General Electric CO
Q3 2021 Filed on Nov 15, 2021
73,956
N/A
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2021 Filed on Jul 23, 2021
9,691
$19.2 - $22.91 $186K - $222K
MVIS
Microvision, Inc.

Technology
Q2 2021 Filed on Jul 23, 2021
40,588
$10.39 - $26.44 $422K - $1.07M
Colony Cr Real Estate Inc
Q2 2021 Filed on Jul 23, 2021
56,489
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 23, 2021
12,138
N/A
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