Apexium Financial, LP Purchases and Sells in Q1 2024

Apexium Financial, LP

$1.18 Billion
Q1 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	13.2K + 2.7%	$82.58 - $89.9 $1.09M - $1.19M	504K $45.3M
QUAL	1.63K + 0.84%	$144.62 - $165.44 $235K - $269K	194K $31.9M
IYW	6.42K + 3.33%	$117.5 - $136.59 $755K - $877K	199K $26.9M
SCHD	22.8K + 7.95%	$75.25 - $80.63 $1.72M - $1.84M	310K $25M
COWZ	17.7K + 5.9%	$50.77 - $58.11 $896K - $1.03M	317K $18.4M
XLG	10.3K + 1.99%	$37.01 - $42.29 $381K - $436K	528K $22.3M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	849 New	$261.97 - $376.9 $222K - $320K	849 $241K
VBK	926 New	$231.0 - $260.72 $214K - $241K	926 $241K
AXP	1.03K New	$179.79 - $229.12 $186K - $237K	1.03K $235K
RNR	1K New	$200.14 - $237.84 $200K - $238K	1K $235K
INTU	354 New	$586.82 - $669.36 $208K - $237K	354 $230K
CMG	75 New	$2212.8 - $2955.53 $166K - $222K	75 $218K

Top Sells

Reduced Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-154K - 44.39%	$169.0 - $195.18 $26M - $30.1M	193K $33.1M
AMZN	-127K - 78.37%	$144.57 - $180.38 $18.4M - $23M	35.2K $6.34M
MSFT	-51.7K - 67.47%	$367.75 - $429.37 $19M - $22.2M	24.9K $10.5M
LLY	-10.9K - 94.91%	$592.2 - $792.28 $6.43M - $8.6M	582 $452K
GOOG	-41.8K - 77.71%	$132.56 - $154.84 $5.54M - $6.48M	12K $1.83M
TSLA	-22.2K - 88.85%	$162.5 - $248.42 $3.6M - $5.51M	2.78K $489K

Activity Summary All Purchases 73 New Holdings 10 Increased Positions 63 All Sells 121 Reductions 121 Sold out 0 Calls 0 Puts 0

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