Alaethes Wealth LLC Closed Holding Positions

Alaethes Wealth LLC

  • $264 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 16, 2022
41
$51.26 - $136.31 $2.1K - $5.59K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on May 16, 2022
56
$128.19 - $163.16 $7.18K - $9.14K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 16, 2022
6
$88.72 - $164.03 $532 - $984
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
5
$882.47 - $1332.94 $4.41K - $6.66K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2022 Filed on May 16, 2022
459
$71.81 - $77.49 $33K - $35.6K
TER
Teradyne, Inc

Technology
Q1 2022 Filed on May 16, 2022
20
$105.57 - $166.38 $2.11K - $3.33K
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
11
$74.35 - $138.65 $818 - $1.53K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2022 Filed on May 16, 2022
231
$165.62 - $182.58 $38.3K - $42.2K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
5
$23.38 - $36.11 $117 - $181
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on May 16, 2022
38
$40.9 - $45.1 $1.55K - $1.71K
HSIC
Henry Schein Inc

Healthcare
Q1 2022 Filed on May 16, 2022
16
$72.72 - $88.73 $1.16K - $1.42K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 16, 2022
15
$159.93 - $207.74 $2.4K - $3.12K
CRNC
Cerence Inc.

Technology
Q1 2022 Filed on May 16, 2022
40
$29.9 - $82.92 $1.2K - $3.32K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on May 16, 2022
27
$12.84 - $19.34 $347 - $522
Zynga Inc
Q4 2021 Filed on Feb 15, 2022
1
N/A
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 15, 2022
148
$25.65 - $30.13 $3.8K - $4.46K
SIEN
Sientra, Inc.

Healthcare
Q4 2021 Filed on Feb 15, 2022
35
$3.51 - $6.08 $123 - $213
VT
Vanguard Total World Stk Index

ETFs
Q3 2021 Filed on Nov 16, 2021
238
$101.52 - $107.65 $24.2K - $25.6K
Bctg Acquisition Corp
Q3 2021 Filed on Nov 16, 2021
20,000
N/A
CLX
Clorox CO

Consumer Defensive
Q3 2021 Filed on Nov 16, 2021
75
$162.19 - $187.74 $12.2K - $14.1K
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