Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q2 2022 Filed on Aug 04, 2022
1,200
$38.28 - $53.92 $45.9K - $64.7K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2022 Filed on Aug 04, 2022
461
$8.55 - $9.6 $3.94K - $4.43K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q2 2022 Filed on Aug 04, 2022
1,050
$36.45 - $45.33 $38.3K - $47.6K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
281
$23.19 - $50.02 $6.52K - $14.1K
BNS
Bank Of Nova Scotia

Financial Services
Q2 2022 Filed on Aug 04, 2022
800
$58.22 - $71.41 $46.6K - $57.1K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2022 Filed on Aug 04, 2022
2,000
$16.74 - $18.47 $33.5K - $36.9K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
100
$90.7 - $106.19 $9.07K - $10.6K
FRPT
Freshpet, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
35
$51.89 - $113.93 $1.82K - $3.99K
Ekso Bionics Hldgs Inc
Q2 2022 Filed on Aug 04, 2022
200
N/A
WM
Waste Management Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
600
$140.65 - $169.65 $84.4K - $102K
VIACA
Paramount Global

Communication Services
Q2 2022 Filed on Aug 04, 2022
4
$26.56 - $40.43 $106 - $162
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2022 Filed on Aug 04, 2022
195
$126.2 - $153.17 $24.6K - $29.9K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
1,086
$46.94 - $61.36 $51K - $66.6K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2022 Filed on Aug 04, 2022
251
$26.23 - $30.53 $6.58K - $7.66K
MOON
Direxion Shs ETF Tr Moonshot I
Q2 2022 Filed on Aug 04, 2022
756
N/A
TSJA
Innovator Etfs Tr Triple Stack
Q2 2022 Filed on Aug 04, 2022
200
N/A
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 04, 2022
626
$33.85 - $40.03 $21.2K - $25.1K
Churchill Capital Corp Iv
Q2 2022 Filed on Aug 04, 2022
364
N/A
CPNG
Coupang, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
404
$9.35 - $18.94 $3.78K - $7.65K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q2 2022 Filed on Aug 04, 2022
1,828
$9.93 - $10.65 $18.2K - $19.5K
VSAT
Viasat Inc

Technology
Q2 2022 Filed on Aug 04, 2022
1,000
$29.26 - $49.63 $29.3K - $49.6K
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
145
$113.3 - $241.23 $16.4K - $35K
HSIC
Henry Schein Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
100
$73.17 - $91.96 $7.32K - $9.2K
WTER
Alkaline Water CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 04, 2022
3,000
$0.36 - $0.92 $1.08K - $2.76K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q2 2022 Filed on Aug 04, 2022
185
$108.31 - $134.52 $20K - $24.9K
NGM
Ngm Biopharmaceuticals Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
100
$10.58 - $17.5 $1.06K - $1.75K
AAL
American Airlines Group Inc.

Industrials
Q2 2022 Filed on Aug 04, 2022
860
$12.16 - $20.22 $10.5K - $17.4K
NEO
Neogenomics Inc

Healthcare
Q2 2022 Filed on Aug 04, 2022
700
$7.06 - $13.97 $4.94K - $9.78K
Federal Rlty Invt Tr
Q2 2022 Filed on Aug 04, 2022
100
N/A
PALL
Abrdn Palladium ETF Trust

ETFs
Q2 2022 Filed on Aug 04, 2022
40
$166.23 - $229.0 $6.65K - $9.16K
MCO
Moodys Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
214
$253.64 - $343.38 $54.3K - $73.5K
LMND
Lemonade, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
398
$16.49 - $28.61 $6.56K - $11.4K
GME
Game Stop Corp.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
5
$20.33 - $42.68 $102 - $213
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
66
$500.9 - $612.21 $33.1K - $40.4K
BEPC
Brookfield Renewable Corp

Utilities
Q2 2022 Filed on Aug 04, 2022
3,354
$33.9 - $43.53 $114K - $146K
TDUP
Thred Up Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
100
$2.5 - $8.81 $250 - $881
ITRM
Iterum Therapeutics PLC

Healthcare
Q2 2022 Filed on Aug 04, 2022
20
$0.19 - $0.36 $3.8 - $7.2
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
1,208
$32.95 - $40.32 $39.8K - $48.7K
GPN
Global Payments Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
145
$106.98 - $144.6 $15.5K - $21K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
278
$28.0 - $113.85 $7.78K - $31.7K
KIM
Kimco Realty Corp

Real Estate
Q2 2022 Filed on Aug 04, 2022
300
$18.75 - $26.35 $5.63K - $7.91K
PACK
Ranpak Holdings Corp.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
400
$7.0 - $20.29 $2.8K - $8.12K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
75
$342.08 - $431.38 $25.7K - $32.4K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 04, 2022
538
$88.4 - $105.81 $47.6K - $56.9K
NWSA
News Corp

Communication Services
Q2 2022 Filed on Aug 04, 2022
2
$15.1 - $22.11 $30.2 - $44.2
SPRO
Spero Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
3,837
$0.74 - $7.44 $2.84K - $28.5K
Barclays Bank PLC
Q2 2022 Filed on Aug 04, 2022
44
N/A
THCX
Spinnaker ETF Ser Cannabis ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
65
N/A
CTXR
Citius Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Aug 04, 2022
15
$0.88 - $1.87 $13.2 - $28.1
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