Bedel Financial Consulting, Inc. Closed Holding Positions

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Piedmont Lithium LTD
Q2 2022 Filed on Aug 04, 2022
61
N/A
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2022 Filed on Aug 04, 2022
145
$46.08 - $67.28 $6.68K - $9.76K
MSCI
Msci Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
9
$379.08 - $519.51 $3.41K - $4.68K
QS
Quantum Scape Corp

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
125
$8.39 - $21.58 $1.05K - $2.7K
Climate Change Crisis Real I
Q2 2022 Filed on Aug 04, 2022
210
N/A
PTC
Ptc Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
18
$97.62 - $119.7 $1.76K - $2.15K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q2 2022 Filed on Aug 04, 2022
200
$19.68 - $26.18 $3.94K - $5.24K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
370
$62.01 - $75.76 $22.9K - $28K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Aug 04, 2022
51
$50.06 - $50.26 $2.55K - $2.56K
PSTG
Pure Storage, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
200
$22.33 - $35.25 $4.47K - $7.05K
LRCX
Lam Research Corp

Technology
Q2 2022 Filed on Aug 04, 2022
4
$418.3 - $535.55 $1.67K - $2.14K
BLNK
Blink Charging Co.

Industrials
Q2 2022 Filed on Aug 04, 2022
90
$14.24 - $29.29 $1.28K - $2.64K
INSG
Inseego Corp.

Technology
Q2 2022 Filed on Aug 04, 2022
1,100
$1.8 - $4.15 $1.98K - $4.57K
KRBN
Kraneshares Global Carbon Stra

Technology
Q2 2022 Filed on Aug 04, 2022
7
$46.27 - $50.63 $324 - $354
VUZI
Vuzix Corp

Technology
Q2 2022 Filed on Aug 04, 2022
1,600
$4.13 - $7.27 $6.61K - $11.6K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
3
$69.0 - $136.17 $207 - $409
PPL
Ppl Corp

Utilities
Q1 2022 Filed on Apr 19, 2022
31
$25.45 - $30.25 $789 - $938
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
7
$74.51 - $105.72 $522 - $740
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 19, 2022
890
$44.64 - $55.71 $39.7K - $49.6K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
7
$157.01 - $213.8 $1.1K - $1.5K
Royal Dutch Shell PLC
Q1 2022 Filed on Apr 19, 2022
200
N/A
State Auto Finl Corp
Q1 2022 Filed on Apr 19, 2022
5
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 19, 2022
2,386
$12.78 - $15.54 $30.5K - $37.1K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2022 Filed on Apr 19, 2022
650
$50.35 - $50.74 $32.7K - $33K
GLPG
Galapagos Nv

Healthcare
Q1 2022 Filed on Apr 19, 2022
25
$51.32 - $68.5 $1.28K - $1.71K
Resonant Inc
Q1 2022 Filed on Apr 19, 2022
390
N/A
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on Apr 19, 2022
5
$256.35 - $343.1 $1.28K - $1.72K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
473
$6.2 - $8.02 $2.93K - $3.79K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2022 Filed on Apr 19, 2022
139
$54.36 - $59.32 $7.56K - $8.25K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 19, 2022
512
$1.99 - $3.0 $1.02K - $1.54K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2022 Filed on Apr 19, 2022
13
$89.51 - $101.14 $1.16K - $1.31K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
32
$9.18 - $19.44 $294 - $622
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 19, 2022
11
$38.09 - $52.41 $419 - $577
JMIA
Jumia Technologies Ag

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
95
$6.63 - $11.97 $630 - $1.14K
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
45
$5.67 - $14.23 $255 - $640
DNLI
Denali Therapeutics Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
154
$29.0 - $47.27 $4.47K - $7.28K
WMB
Williams Companies, Inc.

Energy
Q1 2022 Filed on Apr 19, 2022
213
$26.5 - $33.88 $5.64K - $7.22K
ESTC
Elastic N.V.

Technology
Q1 2022 Filed on Apr 19, 2022
46
$67.07 - $119.57 $3.09K - $5.5K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on Apr 19, 2022
38
$29.88 - $37.04 $1.14K - $1.41K
MYGN
Myriad Genetics Inc

Healthcare
Q1 2022 Filed on Apr 19, 2022
22
$22.67 - $28.01 $499 - $616
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
12
$41.9 - $57.09 $503 - $685
CNC
Centene Corp

Healthcare
Q1 2022 Filed on Apr 19, 2022
782
$75.34 - $87.98 $58.9K - $68.8K
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on Apr 19, 2022
7
$134.95 - $183.16 $945 - $1.28K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
2
$199.28 - $244.26 $399 - $489
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on Apr 19, 2022
29
$53.94 - $69.5 $1.56K - $2.02K
AME
Ametek Inc

Industrials
Q1 2022 Filed on Apr 19, 2022
10
$124.77 - $146.09 $1.25K - $1.46K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2022 Filed on Apr 19, 2022
12
$149.33 - $174.6 $1.79K - $2.1K
RJF
Raymond James Financial Inc

Financial Services
Q1 2022 Filed on Apr 19, 2022
57
$92.96 - $115.44 $5.3K - $6.58K
FANG
Diamondback Energy, Inc.

Energy
Q1 2022 Filed on Apr 19, 2022
46
$111.84 - $146.51 $5.14K - $6.74K
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