Benedict Financial Advisors Inc Closed Holding Positions

Benedict Financial Advisors Inc

  • $421 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q2 2022 Filed on Jul 28, 2022
1,466
$130.84 - $158.96 $192K - $233K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 03, 2022
3,244
$106.1 - $113.3 $344K - $368K
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 03, 2022
15,311
$17.29 - $20.63 $265K - $316K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q1 2022 Filed on May 03, 2022
38,334
$97.43 - $100.78 $3.73M - $3.86M
Bhp Group PLC Spon Adr
Q1 2022 Filed on May 03, 2022
4,882
N/A
Invesco Bulletshares 2021 Corp Bond ETF
Q4 2021 Filed on Feb 09, 2022
352,096
N/A
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
2,400
$64.2 - $142.68 $154K - $342K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
787
$135.09 - $284.11 $106K - $224K
INGR
Ingredion Inc

Consumer Defensive
Q3 2021 Filed on Oct 29, 2021
2,412
$84.69 - $93.28 $204K - $225K
Raytheon Technologies Corp
Q3 2021 Filed on Oct 29, 2021
83,879
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2021 Filed on Oct 29, 2021
1,714
$117.12 - $125.76 $201K - $216K
GIM
Templeton Global Income Fund

Financial Services
Q3 2021 Filed on Oct 29, 2021
10,663
$5.36 - $5.63 $57.2K - $60K
IWN
Ishares Russell2000 Val ETF

ETFs
Q3 2021 Filed on Oct 29, 2021
2,219
$152.99 - $167.43 $339K - $372K
Chubb LTD
Q3 2021 Filed on Oct 29, 2021
21,727
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q3 2021 Filed on Oct 29, 2021
1,682
$127.3 - $130.61 $214K - $220K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2021 Filed on Oct 29, 2021
2,370
$94.26 - $98.35 $223K - $233K
Xilinx Inc
Q3 2021 Filed on Oct 29, 2021
2,854
N/A
IEMG
Ishares Inc

ETFs
Q2 2021 Filed on Aug 05, 2021
22,427
$63.17 - $68.14 $1.42M - $1.53M
USMC
Principal ETF U S Mega Cap

ETFs
Q1 2021 Filed on May 10, 2021
6,558
$34.92 - $36.96 $229K - $242K
Invesco Bulletshares 2020 Corp Bond ETF
Q4 2020 Filed on Feb 02, 2021
285,545
N/A
OTIS
Otis Worldwide Corp

Industrials
Q4 2020 Filed on Feb 02, 2021
3,346
$58.99 - $67.55 $197K - $226K
BAX
Baxter International Inc

Healthcare
Q4 2020 Filed on Feb 02, 2021
5,192
$75.39 - $82.36 $391K - $428K
Unilever N V New York Shares New
Q4 2020 Filed on Feb 02, 2021
20,143
N/A
VTR
Ventas, Inc.

Real Estate
Q3 2020 Filed on Nov 03, 2020
30,472
$34.27 - $45.48 $1.04M - $1.39M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Jul 23, 2020
5,436
$39.52 - $57.92 $215K - $315K
United Technologies Corp
Q2 2020 Filed on Jul 23, 2020
17,352
N/A
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 21, 2020
5,273
$25.25 - $53.75 $133K - $283K
Aqua America Inc
Q1 2020 Filed on Apr 21, 2020
74,073
N/A
Invesco Bulletshares 2019 Corp Bond ETF
Q4 2019 Filed on Feb 04, 2020
197,489
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 04, 2020
8,089
$24.66 - $27.23 $199K - $220K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2019 Filed on Nov 04, 2019
3,822
$63.96 - $75.82 $244K - $290K
Dowdupont Inc
Q2 2019 Filed on Aug 01, 2019
14,713
N/A
Transcanada Corp
Q2 2019 Filed on Aug 01, 2019
37,806
N/A
Peoples United Financial Inc
Q2 2019 Filed on Aug 01, 2019
11,097
N/A
General Electric CO
Q1 2019 Filed on May 01, 2019
16,000
N/A
Thomson Reuters Corp
Q4 2018 Filed on Jan 30, 2019
6,739
N/A
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q4 2018 Filed on Jan 30, 2019
2,235
N/A
TRGP
Targa Resources Corp.

Energy
Q4 2018 Filed on Jan 30, 2019
4,145
$34.11 - $58.51 $141K - $243K
Invesco Bulletshares 2018 Corp Bond ETF
Q4 2018 Filed on Jan 30, 2019
77,942
N/A
Government Properties Income Trust
Q3 2018 Filed on Nov 05, 2018
10,688
N/A
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
Q3 2018 Filed on Nov 05, 2018
3,163
N/A
Claymore Guggenheim Bulletshares 2021 Corp Bond
Q2 2018 Filed on Jul 24, 2018
22,253
N/A
Claymore Guggenheim Bulletshares 2022 Corp Bond
Q2 2018 Filed on Jul 24, 2018
18,855
N/A
Claymore Guggenheim Bulletshares 2019 Corporate
Q2 2018 Filed on Jul 24, 2018
58,743
N/A
Claymore Guggenheim Bulletshares 2020 Corporate
Q2 2018 Filed on Jul 24, 2018
39,028
N/A
Claymore Guggenheim Bulletshares 2018 Corporate
Q2 2018 Filed on Jul 24, 2018
64,531
N/A
PNR
Pentair PLC

Industrials
Q2 2018 Filed on Jul 24, 2018
5,866
$41.74 - $48.29 $245K - $283K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2018 Filed on May 02, 2018
7,586
$23.88 - $26.57 $181K - $202K
CVA
Covanta Holding Corporation

Industrials
Q1 2018 Filed on May 02, 2018
28,288
N/A
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