All Gen Financial Advisors, Inc. Closed Holding Positions

All Gen Financial Advisors, Inc.

  • $308 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CALM
Cal Maine Foods Inc

Consumer Defensive
Q3 2021 Filed on Feb 14, 2023
36,814
$34.05 - $37.85 $1.25M - $1.39M
DISCA
Warner Bros. Discovery, Inc.

Services
Q4 2021 Filed on Feb 14, 2023
38,423
N/A
RF
Regions Financial Corp

Financial Services
Q4 2022 Filed on Feb 14, 2023
15,377
$19.52 - $23.41 $300K - $360K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q1 2022 Filed on Feb 14, 2023
4,258
$61.01 - $73.65 $260K - $314K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on Feb 14, 2023
38,729
$88.87 - $111.9 $3.44M - $4.33M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q1 2022 Filed on Feb 14, 2023
91,335
$74.04 - $85.49 $6.76M - $7.81M
CGC
Canopy Growth Corp

Healthcare
Q3 2022 Filed on Feb 14, 2023
114,167
$2.24 - $4.18 $256K - $477K
MUB
Ishares National Muni Bond ETF

ETFs
Q4 2022 Filed on Feb 14, 2023
14,339
$101.51 - $106.72 $1.46M - $1.53M
X
United States Steel Corp

Basic Materials
Q3 2022 Filed on Feb 14, 2023
38,377
$17.02 - $25.55 $653K - $981K
CBON
Vaneck ETF Tr China Bd ETF

ETFs
Q4 2022 Filed on Feb 14, 2023
26,746
$21.15 - $22.14 $566K - $592K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2021 Filed on Feb 14, 2023
38,661
$229.26 - $248.11 $8.86M - $9.59M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Feb 14, 2023
10,818
$93.29 - $138.58 $1.01M - $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
Q4 2022 Filed on Feb 14, 2023
12,309
$101.96 - $137.84 $1.26M - $1.7M
MPW
Medical Properties Trust Inc

Real Estate
Q1 2021 Filed on Feb 14, 2023
38,523
$20.49 - $22.68 $789K - $874K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2022 Filed on Feb 14, 2023
41,759
$51.47 - $53.83 $2.15M - $2.25M
BNDX
Vanguard Total International B

ETFs
Q2 2021 Filed on Feb 14, 2023
27,275
$56.57 - $57.29 $1.54M - $1.56M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
Q4 2022 Filed on Feb 14, 2023
216,614
$29.39 - $30.29 $6.37M - $6.56M
NFLX
Netflix Inc

Communication Services
Q2 2021 Filed on Feb 14, 2023
606,108
$484.98 - $555.31 $294M - $337M
F
Ford Motor CO

Consumer Cyclical
Q4 2022 Filed on Feb 14, 2023
52,617
$10.95 - $14.5 $576K - $763K
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