Beta Wealth Group, Inc. Closed Holding Positions

Beta Wealth Group, Inc.

  • $203 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
11,150
$14.6 - $22.4 $163K - $250K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 05, 2022
5,000
$36.97 - $49.2 $185K - $246K
CVX
Chevron Corp

Energy
Q2 2022 Filed on Aug 05, 2022
3,100
$142.43 - $181.13 $442K - $562K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
19,898
$81.09 - $119.62 $1.61M - $2.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on May 12, 2022
6,129
$102.32 - $116.69 $627K - $715K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on May 12, 2022
2,998
$251.21 - $285.37 $753K - $856K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2022 Filed on May 12, 2022
1,658
N/A
FEI
First Trust Mlp & Energy Income Fund

Financial Services
Q1 2022 Filed on May 12, 2022
42,350
$7.37 - $8.26 $312K - $350K
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q1 2022 Filed on May 12, 2022
27,528
$13.25 - $15.23 $365K - $419K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on May 12, 2022
24,126
$49.51 - $49.96 $1.19M - $1.21M
IEMG
Ishares Inc

ETFs
Q1 2022 Filed on May 12, 2022
21,695
$51.27 - $62.07 $1.11M - $1.35M
GNMA
Ishares Gnma Bond ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
9,099
$49.96 - $50.23 $455K - $457K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q2 2021 Filed on Aug 16, 2021
24,150
$33.38 - $34.3 $806K - $828K
BP
Bp PLC

Energy
Q2 2021 Filed on Aug 16, 2021
9,319
$24.26 - $28.38 $226K - $264K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2021 Filed on Aug 16, 2021
728
$364.37 - $420.89 $265K - $306K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on May 11, 2021
13,046
$65.18 - $69.88 $850K - $912K
DDD
3 D Systems Corp

Technology
Q1 2021 Filed on May 11, 2021
21,130
$10.47 - $55.35 $221K - $1.17M
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