Baron Financial Group, LLC Closed Holding Positions

Baron Financial Group, LLC

  • $163 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
META
Meta Platforms, Inc.

Communication Services
Q2 2022 Filed on Aug 11, 2022
176
$155.85 - $233.89 $27.4K - $41.2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
59
$55.59 - $60.15 $3.28K - $3.55K
Rockwell Medical Inc
Q2 2022 Filed on Aug 11, 2022
2,000
N/A
MBB
Ishares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
361
$94.4 - $101.46 $34.1K - $36.6K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2022 Filed on Aug 11, 2022
18
$108.81 - $132.38 $1.96K - $2.38K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
127
$113.44 - $123.09 $14.4K - $15.6K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Aug 11, 2022
100
$107.41 - $121.51 $10.7K - $12.2K
Investors Bancorp Inc
Q2 2022 Filed on Aug 11, 2022
3,060
N/A
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
495
$75.21 - $77.95 $37.2K - $38.6K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Aug 11, 2022
96
$81.97 - $83.48 $7.87K - $8.01K
Therapeutics Md Inc
Q2 2022 Filed on Aug 11, 2022
800
N/A
NICE
Nice Ltd.

Technology
Q1 2022 Filed on May 13, 2022
75
$202.74 - $295.34 $15.2K - $22.2K
EWC
Ishares Msci Canada ETF

ETFs
Q1 2022 Filed on May 13, 2022
200
$37.04 - $40.66 $7.41K - $8.13K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2022 Filed on May 13, 2022
6,465
$37.66 - $42.71 $243K - $276K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 13, 2022
180
$88.72 - $164.03 $16K - $29.5K
Therapeutics Md Inc
Q1 2022 Filed on May 13, 2022
800
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2022 Filed on May 13, 2022
293
$93.62 - $102.34 $27.4K - $30K
DBO
Invesco Db Oil Fund

ETFs
Q1 2022 Filed on May 13, 2022
270
$13.74 - $18.68 $3.71K - $5.04K
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Feb 09, 2022
640
$68.16 - $81.31 $43.6K - $52K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
701
$15.18 - $15.6 $10.6K - $10.9K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
64
$40.32 - $48.72 $2.58K - $3.12K
AMPE
Ampio Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
23,500
$0.56 - $1.71 $13.2K - $40.2K
APA
Apa Corp

Energy
Q4 2021 Filed on Feb 09, 2022
254
$21.8 - $30.66 $5.54K - $7.79K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
12
$390.68 - $416.73 $4.69K - $5K
Sustainable Opport Acq Eqy Warrant
Q3 2021 Filed on Nov 12, 2021
2,090
N/A
MA
Mastercard Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
70
$337.38 - $393.26 $23.6K - $27.5K
SHV
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
69
$110.46 - $110.49 $7.62K - $7.62K
TEL
Te Connectivity Ltd.

Technology
Q3 2021 Filed on Nov 12, 2021
37
$132.38 - $153.44 $4.9K - $5.68K
PNR
Pentair PLC

Industrials
Q3 2021 Filed on Nov 12, 2021
8
$67.45 - $80.3 $540 - $642
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
8
$83.5 - $108.71 $668 - $870
ENPH
Enphase Energy, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
20
$148.4 - $193.93 $2.97K - $3.88K
C
Citigroup Inc

Financial Services
Q3 2021 Filed on Nov 12, 2021
20
$65.08 - $74.3 $1.3K - $1.49K
ONEM
1 Life Healthcare Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
35
$19.51 - $33.49 $683 - $1.17K
BLNK
Blink Charging Co.

Industrials
Q3 2021 Filed on Nov 12, 2021
130
$27.95 - $39.78 $3.63K - $5.17K
Empire State Realty Op LP
Q3 2021 Filed on Nov 12, 2021
650
N/A
General Electric
Q3 2021 Filed on Nov 12, 2021
1,217
N/A
Grace W R & CO New
Q3 2021 Filed on Nov 12, 2021
497
N/A
Gw Pharmaceutic PLC
Q2 2021 Filed on Aug 06, 2021
50
N/A
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2021 Filed on Aug 06, 2021
120
$5.77 - $7.09 $692 - $851
I Shares Gold Trust
Q2 2021 Filed on Aug 06, 2021
5,245
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
100
$140.41 - $161.56 $14K - $16.2K
Apache Corp
Q1 2021 Filed on May 13, 2021
254
N/A
WY
Weyerhaeuser CO

Real Estate
Q1 2021 Filed on May 13, 2021
335
$31.19 - $36.15 $10.4K - $12.1K
NVAX
Novavax Inc

Healthcare
Q1 2021 Filed on May 13, 2021
50
$112.98 - $319.93 $5.65K - $16K
SO
Southern CO

Utilities
Q1 2021 Filed on May 13, 2021
100
$56.72 - $62.32 $5.67K - $6.23K
EBAY
Ebay Inc

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
200
$51.5 - $63.84 $10.3K - $12.8K
American Intl Gp 21 Wts
Q1 2021 Filed on May 13, 2021
62
N/A
Providence Service C
Q1 2021 Filed on May 13, 2021
345
N/A
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
50
$76.33 - $118.69 $3.82K - $5.93K
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