Beese Fulmer Investment Management, Inc. Closed Holding Positions

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NWBI
Northwest Bancshares, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
2,050
$8.9 - $10.46 $18.2K - $21.4K
IGV
Ishares Expanded Tech Software

ETFs
Q3 2020 Filed on Oct 08, 2020
45
$283.85 - $334.52 $12.8K - $15.1K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
8,503
$13.69 - $15.37 $116K - $131K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,000
$13.55 - $15.08 $13.6K - $15.1K
BKI
Black Knight, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
300
$69.08 - $87.05 $20.7K - $26.1K
MSI
Motorola Solutions, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
33
$128.42 - $158.18 $4.24K - $5.22K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
300
$70.69 - $91.55 $21.2K - $27.5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
25
$255.65 - $303.1 $6.39K - $7.58K
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Oct 08, 2020
349
$93.06 - $104.07 $32.5K - $36.3K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
494
$81.54 - $99.26 $40.3K - $49K
EPP
Ishares Inc

ETFs
Q3 2020 Filed on Oct 08, 2020
1,750
$40.07 - $42.95 $70.1K - $75.2K
PEBK
Peoples Bancorp Of North Carolina Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
3,650
$15.41 - $17.7 $56.2K - $64.6K
58 Com Inc Spon Adr Rep A
Q3 2020 Filed on Oct 08, 2020
124
N/A
Bristol Myers Squibb CO Contngnt Val Rt
Q3 2020 Filed on Oct 08, 2020
350
N/A
CMA
Comerica Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
51
$33.4 - $42.15 $1.7K - $2.15K
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
165
$54.33 - $59.58 $8.96K - $9.83K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
41
$10.04 - $14.2 $412 - $582
IEFA
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1,500
$57.43 - $62.28 $86.1K - $93.4K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
608
$58.03 - $70.74 $35.3K - $43K
FTV
Fortive Corp

Technology
Q3 2020 Filed on Oct 08, 2020
125
$56.28 - $64.96 $7.04K - $8.12K
ASH
Ashland Global Holdings Inc

Basic Materials
Q3 2020 Filed on Oct 08, 2020
300
$67.37 - $79.65 $20.2K - $23.9K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q3 2020 Filed on Oct 08, 2020
0
$7.14 - $7.65 $0 - $0
PEBO
Peoples Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
741
$18.43 - $22.61 $13.7K - $16.8K
Unilever N V N Y Shs New
Q3 2020 Filed on Oct 08, 2020
105
N/A
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q3 2020 Filed on Oct 08, 2020
885
$36.02 - $42.13 $31.9K - $37.3K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
150
$119.34 - $136.44 $17.9K - $20.5K
SPG
Simon Property Group Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
350
$60.42 - $74.12 $21.1K - $25.9K
VVV
Valvoline Inc

Energy
Q3 2020 Filed on Oct 08, 2020
823
$19.0 - $21.92 $15.6K - $18K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q3 2020 Filed on Oct 08, 2020
550
$82.47 - $99.96 $45.4K - $55K
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Oct 08, 2020
140
$4.09 - $6.12 $573 - $857
ASIX
Advan Six Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
2
$10.44 - $14.11 $20.9 - $28.2
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
40
$120.69 - $121.83 $4.83K - $4.87K
Klx Energy Servics Holdngs Inc Com
Q3 2020 Filed on Oct 08, 2020
44
N/A
TXT
Textron Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
688
$30.13 - $40.61 $20.7K - $27.9K
Marvell Technology Group LTD Ord
Q3 2020 Filed on Oct 08, 2020
80
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q3 2020 Filed on Oct 08, 2020
1,155
$12.67 - $14.61 $14.6K - $16.9K
Clearbridge Mlp And Midstrm Fd Com
Q3 2020 Filed on Oct 08, 2020
7,800
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q3 2020 Filed on Oct 08, 2020
14
$318.46 - $358.67 $4.46K - $5.02K
AA
Alcoa Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,000
$10.52 - $15.57 $10.5K - $15.6K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Oct 08, 2020
371
$106.77 - $118.22 $39.6K - $43.9K
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
200
$4.96 - $7.08 $992 - $1.42K
LHCG
Lhc Group, Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
115
$174.26 - $213.08 $20K - $24.5K
SBAC
Sba Communications Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
10
$291.56 - $323.35 $2.92K - $3.23K
OKE
Oneok Inc

Energy
Q3 2020 Filed on Oct 08, 2020
1,200
$24.48 - $32.18 $29.4K - $38.6K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q3 2020 Filed on Oct 08, 2020
70
$17.1 - $19.19 $1.2K - $1.34K
Bank Comm Hldgs Com
Q3 2020 Filed on Oct 08, 2020
1,236
N/A
SYY
Sysco Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
1,035
$50.98 - $68.4 $52.8K - $70.8K
B
Barnes Group Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
534
$34.02 - $42.25 $18.2K - $22.6K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
194
$86.38 - $97.98 $16.8K - $19K
Track This Portfolio

Track Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email