American Trust New Holdings in Q4 2024

American Trust

  • $1.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EEM
Ishares Msci Emerging Markets

ETFs
7.37K
New
$41.82 - $47.36 $308K - $349K
7.37K $308K
SLV
I Shares Silver Trust

ETFs
11.3K
New
$26.33 - $31.74 $298K - $359K
11.3K $297K
CLX
Clorox CO

Consumer Defensive
1.81K
New
$156.51 - $169.74 $283K - $307K
1.81K $293K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.9K
New
$100.22 - $100.73 $291K - $292K
2.9K $291K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.12K
New
$241.48 - $274.89 $270K - $308K
1.12K $284K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
24.2K
New
$11.42 - $12.5 $276K - $302K
24.2K $278K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.98K
New
$129.96 - $144.97 $257K - $286K
1.98K $275K
ALK
Alaska Air Group, Inc.

Industrials
4.18K
New
$42.48 - $67.6 $178K - $283K
4.18K $270K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.3K
New
$81.68 - $82.93 $269K - $274K
3.3K $270K
EFV
Msci Eafe Value ETF

ETFs
5.14K
New
$51.78 - $57.15 $266K - $294K
5.14K $269K
DVY
Ishares Tr

ETFs
1.96K
New
$129.55 - $143.41 $254K - $281K
1.96K $257K
JPIN
Jp Morgan Diversified Return I

ETFs
4.8K
New
$53.56 - $59.9 $257K - $287K
4.8K $256K
TPR
Tapestry, Inc.

Consumer Cyclical
3.87K
New
$43.54 - $66.18 $169K - $256K
3.87K $252K
XLF
Financial Sector Spdr

ETFs
5.14K
New
$44.89 - $51.34 $231K - $264K
5.14K $248K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.23K
New
$106.56 - $113.11 $238K - $252K
2.23K $238K
CAH
Cardinal Health Inc

Healthcare
2K
New
$107.89 - $125.33 $215K - $250K
2K $235K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.23K
New
$44.87 - $46.86 $235K - $245K
5.23K $234K
DBP
Invesco Db Precious Metals Fund

ETFs
3.85K
New
$60.3 - $67.85 $232K - $261K
3.85K $234K
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
New
$216.13 - $242.4 $223K - $250K
1.03K $228K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.44K
New
$26.63 - $30.23 $225K - $255K
8.44K $224K
EQH
Equitable Holdings, Inc.

Financial Services
4.72K
New
$41.59 - $50.4 $196K - $238K
4.72K $222K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.95K
New
$75.1 - $82.99 $221K - $245K
2.95K $222K
LSCC
Lattice Semiconductor Corp

Technology
3.92K
New
$48.58 - $63.46 $190K - $249K
3.92K $221K
WFC
Wells Fargo & Company

Financial Services
3.1K
New
$54.98 - $77.35 $171K - $240K
3.1K $217K
BX
Blackstone Inc.

Financial Services
1.26K
New
$148.45 - $199.05 $187K - $251K
1.26K $217K
HUBS
Hubspot Inc

Technology
310
New
$514.07 - $757.4 $159K - $235K
310 $215K
FFIV
F5, Inc.

Technology
850
New
$213.56 - $263.36 $182K - $224K
850 $213K
RBLX
Roblox Corp

Communication Services
3.65K
New
$39.86 - $61.45 $145K - $224K
3.65K $210K
PODD
Insulet Corp

Healthcare
805
New
$227.79 - $275.7 $183K - $222K
805 $210K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5.29K
New
$28.38 - $39.27 $150K - $208K
5.29K $205K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.95K
New
$101.82 - $114.06 $199K - $222K
1.95K $201K
DASH
Door Dash, Inc.

Communication Services
1.2K
New
$141.93 - $180.48 $170K - $216K
1.2K $200K
LYFT
Lyft, Inc.

Technology
11.9K
New
$12.36 - $18.59 $147K - $221K
11.9K $153K
PATH
Ui Path, Inc.

Technology
11.9K
New
$11.95 - $15.5 $142K - $184K
11.9K $150K
ADT
Adt Inc.

Industrials
21.8K
New
$6.71 - $8.14 $146K - $177K
21.8K $150K
SHLS
Shoals Technologies Group, Inc.

Technology
13.1K
New
$4.15 - $6.14 $54.3K - $80.4K
13.1K $72K
WOLF
Wolfspeed, Inc.

Technology
10.2K
New
$6.44 - $16.2 $65.9K - $166K
10.2K $68K
Arista Networks Inc
17K
New
N/A
17K $0
CGMS
Capital Grp Core Plus Income E
253K
New
N/A
253K $0
Jp Morgan Active Bond ETF
300K
New
N/A
300K $0
Vanguard Core Bond ETF
391K
New
N/A
391K $0
Blackrock Inc
3.41K
New
N/A
3.41K $0
Activity Summary
Buys All Purchases 178 New Holdings 93 Increased Positions 85 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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