Alera Investment Advisors, LLC Closed Holding Positions

Alera Investment Advisors, LLC

  • $838 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABC
Amerisourcebergen Corp

Healthcare
Q2 2022 Filed on Aug 08, 2022
4,342
$140.68 - $165.73 $611K - $720K
BA
Boeing CO

Industrials
Q2 2022 Filed on Aug 08, 2022
1,747
$115.86 - $191.18 $202K - $334K
FRC
First Republic Bank

Financial Services
Q2 2022 Filed on Aug 08, 2022
5,458
$134.3 - $165.8 $733K - $905K
PPG
Ppg Industries Inc

Basic Materials
Q2 2022 Filed on Aug 08, 2022
8,988
$108.5 - $137.34 $975K - $1.23M
IOCT
Innovator Etfs Tr Intl Dev Pow
Q2 2022 Filed on Aug 08, 2022
13,139
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2022 Filed on Aug 08, 2022
11,000
$5.14 - $6.31 $56.5K - $69.4K
FICO
Fair Isaac Corp

Technology
Q2 2022 Filed on Aug 08, 2022
1,069
$341.44 - $452.43 $365K - $484K
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
841
$188.7 - $283.72 $159K - $239K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2022 Filed on May 10, 2022
393
$459.24 - $521.7 $180K - $205K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2022 Filed on May 10, 2022
6,821
$27.54 - $29.46 $188K - $201K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2022 Filed on May 10, 2022
6,894
$44.48 - $47.26 $307K - $326K
MMM
3 M CO

Industrials
Q4 2021 Filed on Jan 26, 2022
1,306
$170.04 - $183.66 $222K - $240K
FSK
Fs Kkr Capital Corp

Financial Services
Q3 2021 Filed on Nov 09, 2021
20,354
$20.66 - $23.37 $421K - $476K
PHG
Koninklijke Philips Nv

Healthcare
Q2 2021 Filed on Aug 05, 2021
4,678
$49.7 - $61.1 $232K - $286K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 05, 2021
20,933
N/A
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2021 Filed on May 12, 2021
2,231
$81.8 - $95.79 $182K - $214K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2020 Filed on Feb 08, 2021
7,525
$36.68 - $37.18 $276K - $280K
CBRE
Cbre Group, Inc.

Real Estate
Q3 2020 Filed on Nov 09, 2020
8,305
$41.35 - $49.99 $343K - $415K
TILT
Flexshares Tr

ETFs
Q3 2020 Filed on Nov 09, 2020
2,502
$113.29 - $129.99 $283K - $325K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q3 2020 Filed on Nov 09, 2020
4,397
$77.57 - $85.18 $341K - $375K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2020 Filed on Aug 11, 2020
402
$39.28 - $49.82 $15.8K - $20K
Aon PLC
Q2 2020 Filed on Aug 11, 2020
2,684
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,788
$121.75 - $210.58 $218K - $377K
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,307
$98.45 - $170.48 $129K - $223K
AAL
American Airlines Group Inc.

Industrials
Q4 2019 Filed on Jan 29, 2020
11,849
$25.27 - $31.36 $299K - $372K
VIS
Vanguard Industrial ETF

ETFs
Q4 2019 Filed on Jan 29, 2020
1,593
$139.34 - $155.5 $222K - $248K
AVY
Avery Dennison Corp

Industrials
Q2 2019 Filed on Aug 07, 2019
8
$99.69 - $116.37 $798 - $931
MASI
Masimo Corp

Healthcare
Q2 2019 Filed on Aug 07, 2019
7
$122.29 - $148.82 $856 - $1.04K
PKI
Perkinelmer Inc

Healthcare
Q2 2019 Filed on Aug 07, 2019
6
$84.06 - $101.12 $504 - $607
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
Q2 2019 Filed on Aug 07, 2019
305
$24.32 - $29.24 $7.42K - $8.92K
POR
Portland General Electric CO

Utilities
Q2 2019 Filed on Aug 07, 2019
100
$50.07 - $55.69 $5.01K - $5.57K
RGLD
Royal Gold Inc

Basic Materials
Q2 2019 Filed on Aug 07, 2019
17
$81.32 - $102.49 $1.38K - $1.74K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
22
$23.51 - $30.13 $517 - $663
SEIC
Sei Investments CO

Financial Services
Q2 2019 Filed on Aug 07, 2019
242
$50.25 - $58.34 $12.2K - $14.1K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2019 Filed on Aug 07, 2019
16
$126.65 - $153.24 $2.03K - $2.45K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
21
$29.96 - $38.87 $629 - $816
Worldpay Inc Cl A
Q2 2019 Filed on Aug 07, 2019
172
N/A
ABB
Abb LTD

Industrials
Q2 2019 Filed on Aug 07, 2019
645
$18.18 - $20.96 $11.7K - $13.5K
ADT
Adt Inc.

Industrials
Q2 2019 Filed on Aug 07, 2019
101
$5.85 - $6.99 $591 - $706
AGCO
Agco Corp

Industrials
Q2 2019 Filed on Aug 07, 2019
85
$65.36 - $77.85 $5.56K - $6.62K
AMN
Amn Healthcare Services Inc

Healthcare
Q2 2019 Filed on Aug 07, 2019
15
$47.19 - $54.25 $708 - $814
ASGN
Asgn Inc

Technology
Q2 2019 Filed on Aug 07, 2019
12
$50.73 - $68.57 $609 - $823
AUOTY
Au Optronics Corp

Technology
Q2 2019 Filed on Aug 07, 2019
1,068
$2.82 - $3.79 $3.01K - $4.05K
ABMD
Abiomed Inc

Healthcare
Q2 2019 Filed on Aug 07, 2019
26
$250.96 - $284.94 $6.52K - $7.41K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2019 Filed on Aug 07, 2019
180
$42.19 - $49.55 $7.59K - $8.92K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2019 Filed on Aug 07, 2019
19
$149.93 - $181.43 $2.85K - $3.45K
AEG
Aegon Nv

Financial Services
Q2 2019 Filed on Aug 07, 2019
996
$4.54 - $5.28 $4.52K - $5.26K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2019 Filed on Aug 07, 2019
131
$83.82 - $115.53 $11K - $15.1K
A
Agilent Technologies, Inc.

Healthcare
Q2 2019 Filed on Aug 07, 2019
190
$66.89 - $81.94 $12.7K - $15.6K
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