Allworth Financial LP Reduced Holdings in Q1 2025

Allworth Financial LP

  • $17.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MYGN
Myriad Genetics Inc

Healthcare
-25
- 6.3%
$8.87 - $14.98 $222 - $375
372 $3K
FIZZ
National Beverage Corp

Consumer Defensive
-37
- 10.39%
$38.95 - $43.68 $1.44K - $1.62K
319 $13K
NWS
News Corp New Cl B Com Stk (De

Communication Services
-61
- 5.49%
$29.66 - $35.0 $1.81K - $2.14K
1.05K $31K
PLAB
Photronics Inc

Technology
-99
- 81.82%
$19.89 - $24.57 $1.97K - $2.43K
22 $0
PLNT
Planet Fitness, Inc.

Consumer Cyclical
-15
- 4.13%
$90.12 - $109.07 $1.35K - $1.64K
348 $33K
PHI
Pldt Inc.

Communication Services
-77
- 17.99%
$21.87 - $25.01 $1.68K - $1.93K
351 $7K
PRCT
Procept Bio Robotics Corp

Healthcare
-5
- 10.0%
$56.03 - $88.57 $280 - $443
45 $2K
REPL
Replimune Group, Inc.

Healthcare
-59
- 17.0%
$9.75 - $14.31 $575 - $844
288 $2K
XLP
Consumer Staples Sector Spdr

ETFs
-29
- 0.28%
N/A
10.4K $792K
S
Sentinel One, Inc.

Technology
-74
- 36.27%
$18.17 - $24.97 $1.34K - $1.85K
130 $2K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-240
- 1.01%
$28.92 - $29.24 $6.94K - $7.02K
23.5K $687K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-125
- 78.62%
$12.29 - $16.38 $1.54K - $2.05K
34 $0
TNDM
Tandem Diabetes Care Inc

Healthcare
-44
- 53.66%
$17.89 - $37.53 $787 - $1.65K
38 $0
SNX
Td Synnex Corp

Technology
-6
- 6.12%
$103.96 - $144.69 $624 - $868
92 $9K
TRC
Tejon Ranch CO

Industrials
-171
- 56.44%
$15.02 - $16.47 $2.57K - $2.82K
132 $2K
ERIC
Ericsson Lm Telephone CO

Technology
-119
- 3.59%
$7.47 - $8.9 $889 - $1.06K
3.2K $24K
TTMI
Ttm Technologies Inc

Technology
-30
- 18.4%
$20.51 - $26.72 $615 - $802
133 $2K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-150
- 11.95%
$5.83 - $7.58 $875 - $1.14K
1.11K $6K
UVSP
Univest Financial Corp

Financial Services
-55
- 23.11%
$27.52 - $31.63 $1.51K - $1.74K
183 $5K
UE
Urban Edge Properties

Real Estate
-97
- 56.73%
$18.34 - $21.61 $1.78K - $2.1K
74 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
-22
- 8.98%
$63.38 - $72.02 $1.39K - $1.58K
223 $14K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-246
- 1.73%
$61.23 - $63.33 $15.1K - $15.6K
14K $878K
VC
Visteon Corp

Consumer Cyclical
-25
- 45.45%
$77.62 - $90.68 $1.94K - $2.27K
30 $2K
DDD
3 D Systems Corp

Technology
-8
- 1.81%
$2.12 - $4.72 $17 - $37.8
435 $0
ABCL
Ab Cellera Biologics Inc.

Healthcare
-380
- 29.64%
$2.2 - $3.53 $836 - $1.34K
902 $2K
ALKS
Alkermes Plc.

Healthcare
-56
- 44.09%
$28.08 - $36.0 $1.57K - $2.02K
71 $2K
AVSF
American Centy ETF Tr Avantis

ETFs
-592
- 1.34%
$45.96 - $46.74 $27.2K - $27.7K
43.7K $2.04M
APOG
Apogee Enterprises, Inc.

Industrials
-14
- 66.67%
$46.23 - $71.9 $647 - $1.01K
7 $0
AVNS
Avanos Medical, Inc.

Healthcare
-1
- 0.29%
$13.95 - $17.45 $14 - $17.5
344 $4K
BHB
Bar Harbor Bankshares

Financial Services
-25
- 20.66%
$29.04 - $33.44 $726 - $836
96 $2K
BEAM
Beam Therapeutics Inc.

Healthcare
-31
- 46.97%
$19.53 - $34.09 $605 - $1.06K
35 $0
BHE
Benchmark Electronics Inc

Technology
-11
- 19.3%
$37.74 - $48.97 $415 - $539
46 $1K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-4
- 12.12%
$59.79 - $67.15 $239 - $269
29 $1K
CUK
Carnival PLC

Consumer Cyclical
-35
- 22.73%
$17.38 - $25.94 $608 - $908
119 $2K
EBR
Brazilian Electric Power CO

Utilities
-289
- 88.92%
$5.56 - $7.41 $1.61K - $2.14K
36 $0
CERT
Certara, Inc.

Healthcare
-40
- 33.33%
$9.9 - $14.25 $396 - $570
80 $0
CLF
Cleveland Cliffs Inc.

Basic Materials
-152
- 36.36%
$8.22 - $12.02 $1.25K - $1.83K
266 $2K
CCNE
Cnb Financial Corp

Financial Services
-23
- 16.55%
$22.16 - $26.66 $510 - $613
116 $2K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-16
- 2.51%
$7.39 - $9.09 $118 - $145
621 $4K
COUR
Coursera, Inc.

Consumer Defensive
-15
- 9.09%
$6.66 - $9.69 $99.9 - $145
150 $0
CRTO
Criteo S.A.

Communication Services
-14
- 53.85%
$34.81 - $45.89 $487 - $642
12 $0
TNA
Direxion Daily Small Cap Bull

ETFs
-23
- 92.0%
$28.89 - $46.57 $664 - $1.07K
2 $0
PLUS
Eplus Inc

Technology
-4
- 23.53%
$61.03 - $82.23 $244 - $329
13 $0
FMBH
First Mid Bancshares, Inc.

Financial Services
-11
- 12.36%
$34.59 - $39.27 $380 - $432
78 $2K
NLOK
Norton Life Lock Inc.

Technology
-47
- 2.06%
N/A
2.23K $47K
GETY
Vector Holding, LLC

Communication Services
-323
- 50.16%
$1.73 - $3.19 $559 - $1.03K
321 $0
GOGO
Gogo Inc.

Communication Services
-171
- 79.53%
$6.47 - $8.96 $1.11K - $1.53K
44 $0
GGG
Graco Inc

Industrials
-5
- 1.06%
$80.53 - $87.54 $403 - $438
465 $38K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-125
- 12.81%
$19.9 - $21.85 $2.49K - $2.73K
851 $18K
Activity Summary
Buys All Purchases 2143 New Holdings 301 Increased Positions 1842 Sells All Sells 1090 Reductions 1084 Sold out 6 Options Calls 1 Puts 5
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