Appleton Partners Inc Closed Holding Positions

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
QNST
Quinstreet, Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
10,200
$6.57 - $11.63 $67K - $119K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
2,080
$93.0 - $171.7 $193K - $357K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
12,831
$53.82 - $68.67 $691K - $881K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on Aug 14, 2020
22,403
$15.34 - $24.64 $344K - $552K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q2 2020 Filed on Aug 14, 2020
3,460
$58.89 - $86.67 $204K - $300K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
87,650
$4.48 - $6.52 $393K - $571K
TREX
Trex CO Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
6,850
$33.83 - $65.04 $232K - $446K
LNG
Cheniere Energy, Inc.

Energy
Q1 2020 Filed on May 04, 2020
4,398
$29.82 - $66.0 $131K - $290K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q1 2020 Filed on May 04, 2020
4,125
N/A
CLH
Clean Harbors Inc

Industrials
Q1 2020 Filed on May 04, 2020
4,000
$31.36 - $88.37 $125K - $353K
LNC
Lincoln National Corp

Financial Services
Q1 2020 Filed on May 04, 2020
51,291
$17.06 - $61.17 $875K - $3.14M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on May 04, 2020
2,785
$35.18 - $83.45 $98K - $232K
WPC
W. P. Carey Inc.

Real Estate
Q1 2020 Filed on May 04, 2020
3,596
$43.86 - $88.27 $158K - $317K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 04, 2020
4,050
$44.1 - $51.09 $179K - $207K
Dnib Unwind Inc
Q1 2020 Filed on May 04, 2020
10,100
N/A
ESGS
Columbia ETF Tr Isustainable U

ETFs
Q1 2020 Filed on May 04, 2020
7,225
$18.0 - $31.12 $130K - $225K
United Technologies Corp Com
Q1 2020 Filed on May 04, 2020
35,575
N/A
Intl Fcstone Inc Com
Q1 2020 Filed on May 04, 2020
5,670
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on May 04, 2020
2,970
$61.93 - $98.29 $184K - $292K
CTVA
Corteva, Inc.

Basic Materials
Q1 2020 Filed on May 04, 2020
9,392
$20.74 - $31.71 $195K - $298K
Spdr Series Trust S&P Oilgas E
Q1 2020 Filed on May 04, 2020
18,638
N/A
BLK
Black Rock Inc.

Financial Services
Q4 2019 Filed on Jan 13, 2020
1,294
$413.16 - $503.24 $535K - $651K
Unilever N V N Y Shs New
Q4 2019 Filed on Jan 13, 2020
3,377
N/A
BKD
Brookdale Senior Living Inc.

Healthcare
Q4 2019 Filed on Jan 13, 2020
49,710
$6.75 - $8.66 $336K - $430K
GPRE
Green Plains Inc.

Basic Materials
Q4 2019 Filed on Jan 13, 2020
12,710
$10.13 - $16.2 $129K - $206K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
Q4 2019 Filed on Jan 13, 2020
39,490
$2.27 - $2.88 $89.6K - $114K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2019 Filed on Jan 13, 2020
2,362
$101.56 - $101.77 $240K - $240K
ACIU
Ac Immune Sa

Healthcare
Q4 2019 Filed on Jan 13, 2020
11,525
$4.56 - $8.78 $52.6K - $101K
Gci Liberty Inc Com Class A
Q4 2019 Filed on Jan 13, 2020
3,595
N/A
Celgene Corp Com
Q4 2019 Filed on Jan 13, 2020
6,496
N/A
CCL
Carnival Corp

Consumer Cyclical
Q4 2019 Filed on Jan 13, 2020
10,632
$40.13 - $51.33 $427K - $546K
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2019 Filed on Jan 13, 2020
51,518
N/A
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q3 2019 Filed on Nov 04, 2019
35,475
$2.29 - $7.1 $81.2K - $252K
Alcentra Cap Corp Com
Q3 2019 Filed on Nov 04, 2019
10,628
N/A
D
Dominion Energy, Inc

Utilities
Q3 2019 Filed on Nov 04, 2019
2,720
$74.29 - $81.04 $202K - $220K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2019 Filed on Nov 04, 2019
885
$55.64 - $57.01 $49.2K - $50.5K
Stonemor Partners L P Com Unit
Q3 2019 Filed on Nov 04, 2019
22,884
N/A
MRMD
Marimed Inc.

Healthcare
Q3 2019 Filed on Nov 04, 2019
51,611
$0.79 - $1.95 $40.8K - $101K
Spdr Series Trust Bloomberg Br
Q2 2019 Filed on Jul 25, 2019
44,322
N/A
Oncomed Pharmaceuticals Inc CO
Q2 2019 Filed on Jul 25, 2019
66,206
N/A
Dowdupont Inc Com
Q2 2019 Filed on Jul 25, 2019
64,805
N/A
FDX
Fedex Corp

Industrials
Q2 2019 Filed on Jul 25, 2019
1,396
$152.34 - $198.15 $213K - $277K
Clear Channel Outdoor Hldgs In
Q2 2019 Filed on Jul 25, 2019
16,325
N/A
Steadymed LTD Shs
Q2 2019 Filed on Jul 25, 2019
20,950
N/A
HYG
Ishares Tr

ETFs
Q2 2019 Filed on Jul 25, 2019
2,830
$84.65 - $87.61 $240K - $248K
PSTG
Pure Storage, Inc.

Technology
Q2 2019 Filed on Jul 25, 2019
13,828
$15.27 - $23.38 $211K - $323K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2019 Filed on Apr 17, 2019
5,072
N/A
K
Kellogg CO

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
3,070
$55.82 - $71.86 $171K - $221K
Allergan PLC Shs
Q4 2018 Filed on Jan 17, 2019
1,360
N/A
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email