Aufman Associates Inc Closed Holding Positions

Aufman Associates Inc

  • $141 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 10, 2022
3,597
$42.19 - $68.38 $152K - $246K
OMI
Owens & Minor Inc

Healthcare
Q2 2022 Filed on Aug 10, 2022
5,619
$29.71 - $43.76 $167K - $246K
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on May 13, 2022
5,658
$50.8 - $55.11 $287K - $312K
FHI
Federated Hermes, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
5,580
$30.21 - $39.16 $169K - $219K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on May 13, 2022
775
$125.17 - $262.29 $97K - $203K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
46,751
$35.46 - $54.12 $1.66M - $2.53M
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,079
$178.7 - $226.45 $193K - $244K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
852
$202.19 - $259.81 $172K - $221K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 13, 2022
300
$494.35 - $737.77 $148K - $221K
GLD
Spdr Gold Trust

ETFs
Q3 2021 Filed on Nov 12, 2021
1,250
$161.32 - $171.17 $202K - $214K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,037
$50.37 - $80.29 $153K - $244K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,356
$145.08 - $221.87 $197K - $301K
Seagate Technology
Q2 2021 Filed on Aug 11, 2021
116,826
N/A
NEO
Neogenomics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
3,840
$41.56 - $59.88 $160K - $230K
General Electric
Q4 2020 Filed on Feb 10, 2021
11,920
N/A
IBM
International Business Machines Corp

Technology
Q3 2020 Filed on Nov 13, 2020
1,749
$110.62 - $123.01 $193K - $215K
NEE
Nextera Energy Inc

Utilities
Q2 2020 Filed on Aug 13, 2020
1,131
$54.56 - $65.12 $61.7K - $73.7K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
1,009
$275.2 - $362.34 $278K - $366K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
1
$253501.0 - $302235.0 $254K - $302K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2020 Filed on May 13, 2020
4,634
$75.8 - $139.04 $351K - $644K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2020 Filed on May 13, 2020
3,293
$22.29 - $38.7 $73.4K - $127K
T
At&T Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
5,906
$20.22 - $29.74 $119K - $176K
DUSA
Davis Fundamental ETF Tr

ETFs
Q1 2020 Filed on May 13, 2020
18,388
$17.28 - $27.3 $318K - $502K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q1 2020 Filed on May 13, 2020
4,925
$37.58 - $60.82 $185K - $300K
Track This Portfolio

Track Aufman Associates Inc Portfolio

Follow Aufman Associates 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 Aufman Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Aufman Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email