Baltimore Washington Financial Advisors, Inc. Closed Holding Positions

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DVY
Ishares Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
145,958
$77.43 - $86.72 $11.3M - $12.7M
IAK
Ishares Tr

ETFs
Q3 2020 Filed on Nov 03, 2020
62,711
$52.53 - $60.22 $3.29M - $3.78M
Td Ameritrade Holding Corp Com
Q3 2020 Filed on Nov 03, 2020
112,247
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2020 Filed on Nov 03, 2020
208,039
$26.58 - $29.31 $5.53M - $6.1M
Momo Inc Adr
Q3 2020 Filed on Nov 03, 2020
188,269
N/A
DBX
Dropbox, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
2,593
$18.78 - $23.27 $48.7K - $60.3K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2020 Filed on Nov 03, 2020
10,927
$74.09 - $85.47 $810K - $934K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 03, 2020
320,396
$24.69 - $27.81 $7.91M - $8.91M
BE
Bloom Energy Corp

Industrials
Q3 2020 Filed on Nov 03, 2020
228,906
$10.35 - $18.71 $2.37M - $4.28M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Nov 03, 2020
20,502
$20.2 - $25.05 $414K - $514K
FCEL
Fuelcell Energy Inc

Industrials
Q2 2020 Filed on Aug 10, 2020
12,000
$1.33 - $3.37 $16K - $40.4K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q2 2020 Filed on Aug 10, 2020
11,179
$14.16 - $21.61 $158K - $242K
Best Inc Adr
Q2 2020 Filed on Aug 10, 2020
188,916
N/A
EMR
Emerson Electric CO

Industrials
Q1 2020 Filed on Apr 28, 2020
54,203
$38.08 - $77.87 $2.06M - $4.22M
MTB
M&T Bank Corp

Financial Services
Q1 2020 Filed on Apr 28, 2020
1,669
$88.1 - $173.04 $147K - $289K
C
Citigroup Inc

Financial Services
Q1 2020 Filed on Apr 28, 2020
2,785
$35.39 - $81.91 $98.6K - $228K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2019 Filed on Jul 25, 2019
145,646
$42.69 - $53.44 $6.22M - $7.78M
Blackstone Group LP Com Unit LTD
Q2 2019 Filed on Jul 25, 2019
269,142
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on Apr 18, 2019
11,000
N/A
RPM
Rpm International Inc

Basic Materials
Q4 2018 Filed on Jan 29, 2019
3,500
$55.74 - $65.95 $195K - $231K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q4 2018 Filed on Jan 29, 2019
41,410
$7.13 - $12.75 $295K - $528K
Oaktree Capital Group LLC Unit Cl A
Q3 2018 Filed on Nov 01, 2018
127,871
N/A
INTC
Intel Corp

Technology
Q3 2018 Filed on Nov 01, 2018
4,773
$44.93 - $52.43 $214K - $250K
CVX
Chevron Corp

Energy
Q3 2018 Filed on Nov 01, 2018
1,660
$114.48 - $127.83 $190K - $212K
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2018 Filed on Jul 30, 2018
75,504
$61.65 - $72.44 $4.65M - $5.47M
USB
Us Bancorp \De\

Financial Services
Q2 2018 Filed on Jul 30, 2018
102,589
$48.86 - $52.05 $5.01M - $5.34M
Powershares Qqq Trust Unit Ser 1 ETF
Q2 2018 Filed on Jul 30, 2018
79,544
N/A
Guggenheim S&P 500 Eq Wgt Technology ETF
Q1 2018 Filed on Apr 16, 2018
14,707
N/A
BOX
Box Inc

Technology
Q1 2018 Filed on Apr 16, 2018
189,635
$18.45 - $24.06 $3.5M - $4.56M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2018 Filed on Apr 16, 2018
12,574
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2018 Filed on Apr 16, 2018
12,638
$100.1 - $132.36 $1.27M - $1.67M
Guggenheim S&P 500 Equal Weight ETF
Q1 2018 Filed on Apr 16, 2018
85,582
N/A
OHI
Omega Healthcare Investors Inc

Real Estate
Q1 2018 Filed on Apr 16, 2018
209,482
$25.36 - $27.88 $5.31M - $5.84M
Priceline Group Inc Com
Q1 2018 Filed on Apr 16, 2018
4,366
N/A
Guggenheim S&P 500 Eq Wgt Energy ETF
Q4 2017 Filed on Jan 16, 2018
3,665
N/A
WFC
Wells Fargo & Company

Financial Services
Q4 2017 Filed on Jan 16, 2018
7,775
$53.19 - $61.61 $414K - $479K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2017 Filed on Jan 16, 2018
173,495
N/A
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