Beverly Hills Private Wealth, LLC Sells in Q3 2024

Beverly Hills Private Wealth, LLC

  • $495 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DRI
Darden Restaurants Inc

Consumer Cyclical
-463
- 17.37%
$138.06 - $172.74 $63.9K - $80K
2.2K $362M
ING
Ing Groep Nv

Financial Services
-3.03K
- 22.6%
$16.55 - $18.66 $50.2K - $56.6K
10.4K $189M
WBS
Webster Financial Corp

Financial Services
-1.39K
- 17.65%
$42.49 - $49.62 $58.9K - $68.8K
6.47K $301M
SNA
Snap On Inc

Industrials
-327
- 17.11%
$255.35 - $289.77 $83.5K - $94.8K
1.58K $459M
MFC
Manulife Financial Corp

Financial Services
-3.29K
- 16.94%
$24.13 - $29.63 $79.5K - $97.6K
16.1K $477M
DUK
Duke Energy Corp

Utilities
-875
- 21.43%
$99.35 - $117.71 $86.9K - $103K
3.21K $370M
PLD
Prologis, Inc.

Real Estate
-2.12K
- 12.93%
$111.95 - $132.43 $237K - $280K
14.3K $1.8B
ARW
Arrow Electronics Inc

Technology
-617
- 17.18%
$117.29 - $135.1 $72.4K - $83.4K
2.98K $395M
EPD
Enterprise Products Partners L.P.

Energy
-1.48K
- 4.23%
$27.88 - $30.0 $41.3K - $44.4K
33.5K $975M
MPLX
Mplx LP

Energy
-1.06K
- 18.97%
$40.44 - $45.07 $42.7K - $47.5K
4.51K $200M
ALLY
Ally Financial Inc.

Financial Services
-228
- 3.59%
$32.67 - $45.01 $7.45K - $10.3K
6.12K $218M
TU
Telus Corp

Communication Services
-4.34K
- 18.14%
$14.91 - $17.03 $64.7K - $73.9K
19.6K $329M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-5.08K
- 18.83%
$9.55 - $11.13 $48.5K - $56.5K
21.9K $237M
Aegon LTD
-6.31K
- 22.16%
N/A
22.2K $142M
AKAM
Akamai Technologies Inc

Technology
-797
- 18.12%
N/A
3.6K $364M
BMO
Bank Of Montreal

Financial Services
-556
- 19.63%
$79.1 - $90.77 $44K - $50.5K
2.28K $205M
GD
General Dynamics Corp

Industrials
-162
- 11.19%
$279.51 - $308.09 $45.3K - $49.9K
1.29K $388M
MYGN
Myriad Genetics Inc

Healthcare
-2.79K
- 17.84%
$23.97 - $28.6 $66.9K - $79.8K
12.9K $352M
HMY
Harmony Gold Mining CO LTD

Basic Materials
-5.83K
- 20.15%
$8.48 - $11.22 $49.4K - $65.4K
23.1K $235M
DOW
Dow Inc.

Basic Materials
-716
- 10.35%
$50.15 - $55.41 $35.9K - $39.7K
6.21K $339M
EMN
Eastman Chemical CO

Basic Materials
-796
- 18.2%
$93.82 - $113.74 $74.7K - $90.5K
3.58K $400M
AIN
Albany International Corp

Consumer Cyclical
-416
- 15.03%
$81.29 - $94.16 $33.8K - $39.2K
2.35K $209M
FCFS
First Cash Holdings, Inc.

Financial Services
-527
- 14.56%
$102.0 - $120.09 $53.8K - $63.3K
3.09K $355M
SAP
Sap Se

Technology
-273
- 19.58%
$197.21 - $231.0 $53.8K - $63.1K
1.12K $257M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-4.41K
- 14.63%
$13.0 - $15.08 $57.3K - $66.5K
25.7K $366M
MDT
Medtronic PLC

Healthcare
-1.09K
- 16.46%
$76.84 - $91.03 $84K - $99.5K
5.55K $500M
BMA
Macro Bank Inc.

Financial Services
-888
- 16.13%
$46.54 - $74.83 $41.3K - $66.4K
4.62K $293M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.13K
- 6.59%
$44.83 - $47.42 $50.4K - $53.3K
15.9K $751M
GRMN
Garmin LTD

Technology
-239
- 14.13%
$161.1 - $183.29 $38.5K - $43.8K
1.45K $256M
BWA
Borgwarner Inc

Consumer Cyclical
-1.6K
- 16.87%
$31.19 - $36.75 $50K - $58.9K
7.9K $287M
NFLX
Netflix Inc

Communication Services
-48
- 10.79%
$598.55 - $722.26 $28.7K - $34.7K
397 $282M
RY
Royal Bank Of Canada

Financial Services
-767
- 17.71%
$105.65 - $124.73 $81K - $95.7K
3.56K $444M
TFC
Truist Financial Corp

Financial Services
-1.16K
- 13.28%
$38.22 - $44.94 $44.2K - $52K
7.56K $323M
ORAN
Orange

Communication Services
-3.8K
- 19.98%
$10.15 - $12.19 $38.5K - $46.3K
15.2K $175M
C
Citigroup Inc

Financial Services
-170
- 3.27%
$56.11 - $67.61 $9.54K - $11.5K
5.03K $315M
OMC
Omnicom Group Inc.

Communication Services
-493
- 18.77%
$87.69 - $103.9 $43.2K - $51.2K
2.13K $221M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.03K
- 17.58%
$31.07 - $39.36 $94K - $119K
14.2K $519M
Qiagen Nv
-1.13K
- 12.9%
N/A
7.62K $347M
CF
Cf Industries Holdings, Inc.

Basic Materials
-1.37K
- 14.86%
$69.38 - $85.8 $95.3K - $118K
7.87K $675M
CNC
Centene Corp

Healthcare
-666
- 14.67%
$64.89 - $80.23 $43.2K - $53.4K
3.88K $292M
AMCR
Amcor PLC

Consumer Cyclical
-5.75K
- 15.36%
$9.5 - $11.44 $54.6K - $65.7K
31.7K $359M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-346
- 17.82%
$156.14 - $187.2 $54K - $64.8K
1.6K $295M
PBA
Pembina Pipeline Corp

Energy
-870
- 12.36%
$36.86 - $41.36 $32.1K - $36K
6.17K $254M
SNY
Sanofi

Healthcare
-3.62K
- 16.21%
$48.54 - $58.53 $176K - $212K
18.7K $1.08B
OFC
Corporate Office Properties Trust

Real Estate
-2.07K
- 18.64%
N/A
9.03K $274M
AEP
American Electric Power CO Inc

Utilities
-726
- 15.04%
$87.11 - $104.95 $63.2K - $76.2K
4.1K $421M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-70
- 0.96%
$50.61 - $50.96 $3.54K - $3.57K
7.2K $367M
UL
Unilever PLC

Consumer Defensive
-1.95K
- 15.53%
$54.7 - $65.59 $107K - $128K
10.6K $689M
USB
Us Bancorp \De\

Financial Services
-1.07K
- 13.55%
$39.04 - $47.23 $41.9K - $50.7K
6.86K $313M
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 210 Reductions 210 Sold out 0 Options Calls 0 Puts 0
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