Ascent Wealth Partners, LLC Sells in Q3 2024

Ascent Wealth Partners, LLC

  • $712 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-551
- 2.1%
$253.74 - $291.56 $140K - $161K
25.7K $7.07M
ZTS
Zoetis Inc.

Healthcare
-28
- 0.26%
$172.58 - $196.48 $4.83K - $5.5K
10.8K $2.11M
LNT
Alliant Energy Corp

Utilities
-192
- 0.75%
$50.74 - $60.74 $9.74K - $11.7K
25.5K $1.54M
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 0.28%
$294.75 - $326.73 $13.3K - $14.7K
15.8K $5.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-29
- 0.61%
$191.76 - $263.26 $5.56K - $7.63K
4.69K $1.23M
MET
Metlife Inc

Financial Services
-81
- 0.33%
$67.96 - $82.48 $5.5K - $6.68K
24.8K $2.04M
SO
Southern CO

Utilities
-57
- 0.23%
$77.0 - $90.52 $4.39K - $5.16K
24.9K $2.24M
JPM
Jpmorgan Chase & CO

Financial Services
-611
- 1.18%
$194.9 - $224.8 $119K - $137K
51K $10.8M
BK
Bank Of New York Mellon Corp

Financial Services
-50
- 0.19%
$59.54 - $72.17 $2.98K - $3.61K
26.3K $1.89M
UNP
Union Pacific Corp

Industrials
-376
- 1.66%
$221.78 - $256.09 $83.4K - $96.3K
22.3K $5.48M
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.16%
$245.82 - $304.51 $2.95K - $3.65K
7.63K $2.32M
CMI
Cummins Inc

Industrials
-17
- 0.18%
$266.63 - $326.4 $4.53K - $5.55K
9.53K $3.08M
NOC
Northrop Grumman Corp

Industrials
-3
- 0.06%
$423.73 - $533.14 $1.27K - $1.6K
4.79K $2.53M
ITW
Illinois Tool Works Inc

Industrials
-302
- 1.09%
$233.14 - $263.97 $70.4K - $79.7K
27.3K $7.15M
RMD
Resmed Inc

Healthcare
-68
- 0.52%
$186.94 - $252.92 $12.7K - $17.2K
12.9K $3.15M
ABT
Abbott Laboratories

Healthcare
-1.13K
- 1.19%
$100.07 - $118.13 $113K - $134K
94.5K $10.8M
CAT
Caterpillar Inc

Industrials
-208
- 1.26%
$316.8 - $391.12 $65.9K - $81.4K
16.3K $6.38M
AMP
Ameriprise Financial Inc

Financial Services
-176
- 0.76%
$391.53 - $469.81 $68.9K - $82.7K
23K $10.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-171
- 0.68%
$247.34 - $300.11 $42.3K - $51.3K
24.9K $7.42M
META
Meta Platforms, Inc.

Communication Services
-19
- 0.12%
$453.41 - $572.44 $8.61K - $10.9K
15.6K $8.91M
RTX
Raytheon Technologies Corp

Industrials
-555
- 0.86%
$99.55 - $123.34 $55.3K - $68.5K
64.3K $7.79M
UNH
Unitedhealth Group Inc

Healthcare
-117
- 0.6%
$488.01 - $604.18 $57.1K - $70.7K
19.3K $11.3M
ABBV
Abb Vie Inc.

Healthcare
-594
- 0.99%
$163.84 - $199.33 $97.3K - $118K
59.3K $11.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-929
- 0.55%
$332.02 - $382.76 $308K - $356K
167K $62.7M
WMT
Walmart Inc.

Consumer Defensive
-2.04K
- 1.61%
$66.91 - $81.4 $136K - $166K
124K $10M
HD
Home Depot, Inc.

Consumer Cyclical
-261
- 0.98%
$333.64 - $405.2 $87.1K - $106K
26.3K $10.7M
ACN
Accenture PLC

Technology
-475
- 1.29%
$295.44 - $355.81 $140K - $169K
36.4K $12.9M
ADP
Automatic Data Processing Inc

Industrials
-460
- 0.9%
$233.44 - $279.45 $107K - $129K
50.9K $14.1M
ORCL
Oracle Corp

Technology
-166
- 0.25%
$125.9 - $170.35 $20.9K - $28.3K
66.2K $11.3M
AAPL
Apple Inc.

Technology
-1.88K
- 1.31%
$207.23 - $234.82 $390K - $442K
142K $33.1M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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