Badgley Phelps Wealth Managers, LLC Closed Holding Positions

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
4,156
$55.59 - $60.15 $231K - $250K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q2 2022 Filed on Aug 01, 2022
13,870
$24.57 - $26.34 $341K - $365K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Aug 01, 2022
6,092
$49.13 - $51.51 $299K - $314K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 01, 2022
279,647
$31.92 - $38.05 $8.93M - $10.6M
T
At&T Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
9,676
$17.92 - $21.32 $173K - $206K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2022 Filed on Aug 01, 2022
11,383
$75.68 - $77.74 $861K - $885K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2022 Filed on Aug 01, 2022
1,395
$106.09 - $155.76 $148K - $217K
CGNX
Cognex Corp

Technology
Q2 2022 Filed on Aug 01, 2022
76,582
$42.25 - $78.81 $3.24M - $6.04M
VDE
Vanguard Energy ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
2,150
$97.94 - $128.99 $211K - $277K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Aug 01, 2022
3,000
$59.67 - $85.42 $179K - $256K
FTNT
Fortinet, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
700
$49.04 - $69.34 $34.3K - $48.5K
XT
Ishares Tr Exponential Technol

ETFs
Q2 2022 Filed on Aug 01, 2022
3,912
$45.91 - $60.17 $180K - $235K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on May 09, 2022
1,900
$86.35 - $116.02 $164K - $220K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q1 2022 Filed on May 09, 2022
3,925
$45.31 - $51.78 $178K - $203K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 09, 2022
980
$143.98 - $202.66 $141K - $199K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2022 Filed on May 09, 2022
1,500
$108.47 - $136.53 $163K - $205K
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 09, 2022
805
$170.79 - $256.31 $137K - $206K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2022 Filed on May 09, 2022
102,933
$86.25 - $121.71 $8.88M - $12.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2022 Filed on May 09, 2022
6,890
$78.72 - $84.18 $542K - $580K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2022 Filed on May 09, 2022
515,401
$30.13 - $38.07 $15.5M - $19.6M
PINS
Pinterest, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
9,009
$22.37 - $36.41 $202K - $328K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 08, 2022
6,025
$35.28 - $37.98 $213K - $229K
SUB
Ishares Short Term National Mu

ETFs
Q4 2021 Filed on Feb 08, 2022
2,200
$107.24 - $107.56 $236K - $237K
MBB
Ishares Tr

ETFs
Q4 2021 Filed on Feb 08, 2022
144,511
$107.03 - $108.32 $15.5M - $15.7M
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
4,248
$42.07 - $66.11 $179K - $281K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
3,098
$63.71 - $80.59 $197K - $250K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 08, 2022
35,214
$135.09 - $284.11 $4.76M - $10M
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
113,964
$66.98 - $78.01 $7.63M - $8.89M
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