Baron Financial Group, LLC Closed Holding Positions

Baron Financial Group, LLC

  • $163 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
3
$134.53 - $157.92 $404 - $474
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
100
$93.91 - $107.76 $9.39K - $10.8K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on May 13, 2021
42
$282.5 - $336.63 $11.9K - $14.1K
VLY
Valley National Bancorp

Financial Services
Q1 2021 Filed on May 13, 2021
100
$9.74 - $14.37 $974 - $1.44K
AVCTW
American Virtual Cloud Technol

Industrials
Q1 2021 Filed on May 13, 2021
750
N/A
EMB
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
31
$106.72 - $115.35 $3.31K - $3.58K
BLNKW
Blink Charging CO Wt Exp 02/12
Q4 2020 Filed on Feb 09, 2021
325
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2020 Filed on Feb 09, 2021
206
$36.44 - $42.49 $7.51K - $8.75K
VLDRW
Velodyne Lidar Inc Wt Exp 09/2
Q4 2020 Filed on Feb 09, 2021
200
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2020 Filed on Feb 09, 2021
25
$27.77 - $35.98 $694 - $899
Spartan Energy Acquisition Corp
Q4 2020 Filed on Feb 09, 2021
31
N/A
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q4 2020 Filed on Feb 09, 2021
2,005
N/A
Tortoise Acquisition Corp
Q4 2020 Filed on Feb 09, 2021
40
N/A
B Riley Principl Mrgr Ii Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
800
N/A
B Riley Principal Merger Corp Ii
Q4 2020 Filed on Feb 09, 2021
35
N/A
Unilever Nv Ny Shs Newf
Q4 2020 Filed on Feb 09, 2021
1,510
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 09, 2021
5
N/A
Churchill Capital Iii Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
450
N/A
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2020 Filed on Feb 09, 2021
7
$39.75 - $44.3 $278 - $310
Fortress Value Acquisitn Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
125
N/A
Gigcapital2 Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
650
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q4 2020 Filed on Feb 09, 2021
20
$80.93 - $96.96 $1.62K - $1.94K
Gigcapital3 Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
700
N/A
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q4 2020 Filed on Feb 09, 2021
73
$103.06 - $104.43 $7.52K - $7.62K
Hennessy Cap Acqustn Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
550
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Feb 09, 2021
500
$8.37 - $12.34 $4.19K - $6.17K
Insurance Acquisition Corp Ordinary Shares Class
Q4 2020 Filed on Feb 09, 2021
150
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2020 Filed on Feb 09, 2021
17
$56.79 - $68.74 $965 - $1.17K
Kensington Capital Acq Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
581
N/A
ERF
Enerplus Corp

Energy
Q4 2020 Filed on Feb 09, 2021
28
$1.71 - $3.46 $47.9 - $96.9
SNY
Sanofi

Healthcare
Q4 2020 Filed on Feb 09, 2021
30
$45.3 - $51.62 $1.36K - $1.55K
Royal Dutch Shell PLC
Q4 2020 Filed on Feb 09, 2021
300
N/A
Hl Acquisitions Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
250
N/A
Diamond Peak Holdings Corp
Q4 2020 Filed on Feb 09, 2021
100
N/A
Pivotal Investment Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
150
N/A
Opes Acquisition Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
150
N/A
Insurance Eqy Warrant
Q4 2020 Filed on Feb 09, 2021
450
N/A
Nfj Dividend Interest Fd
Q4 2020 Filed on Feb 09, 2021
501
N/A
New Providence Acquitn Eqy Warrants
Q4 2020 Filed on Feb 09, 2021
450
N/A
IEAWW
Infrastructure & Energy Altern

Industrials
Q4 2020 Filed on Feb 09, 2021
1,000
N/A
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