Atticus Wealth Management, LLC Sells in Q3 2024

Atticus Wealth Management, LLC

  • $285 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DDOG
Datadog, Inc.

Technology
-16
- 76.19%
$104.97 - $134.56 $1.68K - $2.15K
5 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 21.05%
$460.0 - $505.78 $1.84K - $2.02K
15 $6K
ARHS
Arhaus, Inc.

Consumer Cyclical
-120
- 53.33%
$10.74 - $16.99 $1.29K - $2.04K
105 $1K
FE
Firstenergy Corp

Utilities
-91
- 32.38%
$38.25 - $44.54 $3.48K - $4.05K
190 $8K
IXC
Ishares Tr Global Energy ETF

ETFs
-40
- 76.92%
$38.94 - $42.35 $1.56K - $1.69K
12 $0
CRM
Salesforce, Inc.

Technology
-10
- 21.28%
$238.42 - $276.53 $2.38K - $2.77K
37 $10K
SQ
Block, Inc.

Technology
-35
- 83.33%
$57.21 - $72.07 $2K - $2.52K
7 $0
UPS
United Parcel Service Inc

Industrials
-3
- 0.66%
$123.32 - $147.38 $370 - $442
452 $61K
ABC
Amerisourcebergen Corp

Healthcare
-5
- 11.11%
N/A
40 $7K
EMR
Emerson Electric CO

Industrials
-7
- 3.08%
$98.19 - $118.87 $687 - $832
220 $24K
TXN
Texas Instruments Inc

Technology
-5
- 1.41%
$194.6 - $194.6 $973 - $973
350 $68K
NXST
Nexstar Media Group, Inc.

Communication Services
-7
- 21.88%
$154.25 - $184.79 $1.08K - $1.29K
25 $4K
TROW
Price T Rowe Group Inc

Financial Services
-4
- 4.26%
$101.71 - $120.75 $407 - $483
90 $9K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-11
- 68.75%
$105.53 - $118.34 $1.16K - $1.3K
5 $0
ADI
Analog Devices Inc

Technology
-6
- 1.14%
$200.56 - $243.33 $1.2K - $1.46K
521 $119K
WST
West Pharmaceutical Services Inc

Healthcare
-1
- 50.0%
$277.16 - $333.3 $277 - $333
1 $0
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-1
- 50.0%
$16.18 - $25.66 $16.2 - $25.7
1 $0
Peakstone Realty Trust
-3
- 0.17%
N/A
1.71K $0
PPG
Ppg Industries Inc

Basic Materials
-5
- 5.88%
$118.32 - $134.55 $592 - $673
80 $10K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-9
- 45.0%
$26.69 - $29.87 $240 - $269
11 $0
VTRS
Viatris Inc

Healthcare
-12
- 92.31%
$10.32 - $12.13 $124 - $146
1 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-10
- 10.53%
$19.78 - $23.53 $198 - $235
85 $1K
TJX
Tjx Companies Inc

Consumer Cyclical
-10
- 6.67%
$107.93 - $120.23 $1.08K - $1.2K
140 $16K
Tko Group Holdings Inc
-10
- 3.69%
N/A
261 $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-277K
- 40.96%
N/A
400K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-25
- 58.14%
$6.71 - $8.78 $168 - $219
18 $0
CBSH
Commerce Bancshares Inc

Financial Services
-10
- 2.75%
$55.02 - $65.08 $550 - $651
353 $20K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-24
- 2.17%
$16.42 - $18.12 $394 - $435
1.08K $19K
BFB
Brown Forman Corp Cl B
-10
- 1.72%
N/A
570 $0
PNOV
Innovator U.S. Equity Power Bu
-2.33K
- 4.06%
N/A
55K $0
BMY
Bristol Myers Squibb CO

Healthcare
-261
- 20.62%
$39.66 - $51.75 $10.4K - $13.5K
1.01K $52K
CL
Colgate Palmolive CO

Consumer Defensive
-6
- 3.06%
$95.54 - $108.77 $573 - $653
190 $19K
AZN
Astrazeneca PLC

Healthcare
-1
- 3.33%
$76.67 - $87.62 $76.7 - $87.6
29 $2K
ATR
Aptargroup, Inc.

Healthcare
-6
- 9.09%
$138.54 - $160.11 $831 - $961
60 $9K
Linde PLC
-9
- 1.09%
N/A
815 $0
Arm Holdings PLC
-20
- 40.0%
N/A
30 $0
SJM
J M Smucker CO

Consumer Defensive
-4
- 3.23%
$109.12 - $122.4 $436 - $490
120 $14K
CARR
Carrier Global Corp

Industrials
-4
- 5.71%
$61.9 - $80.88 $248 - $324
66 $5K
MDT
Medtronic PLC

Healthcare
-8
- 8.16%
$76.84 - $91.03 $615 - $728
90 $8K
BR
Broadridge Financial Solutions, Inc.

Technology
-5
- 5.26%
$196.56 - $218.55 $983 - $1.09K
90 $19K
IEF
Ishares Barclays

ETFs
-2
- 2.11%
$92.67 - $99.14 $185 - $198
93 $9K
VFC
V F Corp

Consumer Cyclical
-5
- 2.04%
$12.74 - $19.95 $63.7 - $99.8
240 $4K
ZTS
Zoetis Inc.

Healthcare
-65
- 10.6%
$172.58 - $196.48 $11.2K - $12.8K
548 $107K
KMB
Kimberly Clark Corp

Consumer Defensive
-15
- 1.9%
$135.05 - $148.35 $2.03K - $2.23K
775 $110K
NJR
New Jersey Resources Corp

Utilities
-10
- 3.03%
$42.03 - $48.02 $420 - $480
320 $15K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-38
- 5.92%
$66.31 - $74.08 $2.52K - $2.82K
604 $44K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-9
- 4.57%
$83.76 - $91.82 $754 - $826
188 $17K
DE
Deere & CO

Industrials
-3
- 3.49%
$344.84 - $418.0 $1.03K - $1.25K
83 $34K
ES
Eversource Energy

Utilities
-7
- 3.08%
$56.52 - $68.38 $396 - $479
220 $14K
Activity Summary
Buys All Purchases 143 New Holdings 31 Increased Positions 112 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 1 Puts 0
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