Bhk Investment Advisors, LLC Closed Holding Positions

Bhk Investment Advisors, LLC

  • $268 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RY
Royal Bank Of Canada

Financial Services
Q4 2021 Filed on Feb 07, 2022
4,845
$98.01 - $107.75 $475K - $522K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 07, 2022
1,191
$194.71 - $293.18 $232K - $349K
SFBS
Servis First Bancshares, Inc.

Financial Services
Q4 2021 Filed on Feb 07, 2022
4,402
$74.26 - $88.12 $327K - $388K
CMP
Compass Minerals International Inc

Basic Materials
Q2 2021 Filed on Aug 03, 2021
5,570
$58.4 - $71.16 $325K - $396K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2021 Filed on Aug 03, 2021
1,860
N/A
SQ
Block, Inc.

Technology
Q2 2021 Filed on Aug 03, 2021
1,016
$197.13 - $273.23 $200K - $278K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2020 Filed on Feb 01, 2021
6,023
$36.13 - $38.51 $218K - $232K
WFC
Wells Fargo & Company

Financial Services
Q3 2020 Filed on Oct 22, 2020
12,547
$22.83 - $26.35 $286K - $331K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2020 Filed on Jul 30, 2020
2,799
$67.78 - $77.96 $190K - $218K
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
2,241
N/A
CSCO
Cisco Systems, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
8,787
$33.2 - $49.93 $292K - $439K
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 30, 2020
6,115
$43.23 - $70.85 $264K - $433K
PRA
Proassurance Corp

Financial Services
Q1 2020 Filed on Apr 30, 2020
9,185
$20.27 - $37.58 $186K - $345K
OMC
Omnicom Group Inc.

Communication Services
Q1 2020 Filed on Apr 30, 2020
2,739
$48.3 - $80.49 $132K - $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q4 2019 Filed on Feb 11, 2020
33,500
$52.87 - $58.15 $1.77M - $1.95M
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2019 Filed on Feb 11, 2020
10,001
$107.53 - $109.14 $1.08M - $1.09M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2019 Filed on Feb 11, 2020
28,871
$34.47 - $38.58 $995K - $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2019 Filed on Feb 11, 2020
41,559
$30.95 - $33.72 $1.29M - $1.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Feb 11, 2020
21,630
$40.97 - $46.72 $886K - $1.01M
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q4 2019 Filed on Feb 11, 2020
24,119
$33.63 - $38.03 $811K - $917K
VZ
Verizon Communications Inc

Communication Services
Q4 2019 Filed on Feb 11, 2020
3,537
$58.91 - $62.07 $208K - $220K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2019 Filed on Feb 11, 2020
26,881
$24.83 - $27.51 $667K - $739K
BX
Blackstone Inc.

Financial Services
Q4 2019 Filed on Feb 11, 2020
4,800
$45.61 - $56.3 $219K - $270K
Tracon Pharmaceuticals Inc
Q4 2019 Filed on Feb 11, 2020
10,000
N/A
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2019 Filed on Feb 11, 2020
43,221
$50.38 - $50.71 $2.18M - $2.19M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2019 Filed on Feb 11, 2020
41,981
$53.21 - $54.14 $2.23M - $2.27M
Alps ETF Tr
Q4 2019 Filed on Feb 11, 2020
12,390
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Feb 11, 2020
14,378
$54.73 - $60.25 $787K - $866K
Bb&T Corp
Q4 2019 Filed on Feb 11, 2020
22,059
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2019 Filed on Feb 11, 2020
5,286
$53.52 - $58.4 $283K - $309K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2019 Filed on Feb 11, 2020
3,405
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2019 Filed on Feb 11, 2020
3,082
$146.61 - $164.29 $452K - $506K
JNJ
Johnson & Johnson

Healthcare
Q4 2019 Filed on Feb 11, 2020
2,580
$127.5 - $146.44 $329K - $378K
PEP
Pepsico Inc

Consumer Defensive
Q3 2019 Filed on Oct 31, 2019
2,236
$124.4 - $139.15 $278K - $311K
CVX
Chevron Corp

Energy
Q3 2019 Filed on Oct 31, 2019
2,132
$115.18 - $126.54 $246K - $270K
Blackstone Group L P
Q3 2019 Filed on Oct 31, 2019
4,800
N/A
ABBV
Abb Vie Inc.

Healthcare
Q3 2019 Filed on Oct 31, 2019
3,322
$62.98 - $75.72 $209K - $252K
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Oct 31, 2019
15,293
$8.76 - $10.51 $134K - $161K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q3 2019 Filed on Oct 31, 2019
10,000
$18.77 - $19.74 $188K - $197K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q3 2019 Filed on Oct 31, 2019
7,342
$37.34 - $41.18 $274K - $302K
CMCSA
Comcast Corp

Communication Services
Q3 2019 Filed on Oct 31, 2019
17,052
$41.61 - $46.97 $710K - $801K
MO
Altria Group, Inc.

Consumer Defensive
Q3 2019 Filed on Oct 31, 2019
6,762
$40.12 - $50.53 $271K - $342K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2019 Filed on Aug 02, 2019
2,564
$102.91 - $112.33 $264K - $288K
VT
Vanguard Total World Stk Index

ETFs
Q2 2019 Filed on Aug 02, 2019
3,963
N/A
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2019 Filed on Aug 02, 2019
16,420
$14.86 - $16.34 $244K - $268K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2019 Filed on May 03, 2019
2,765
$74.79 - $88.74 $207K - $245K
XOM
Exxon Mobil Corp

Energy
Q1 2019 Filed on May 03, 2019
2,939
$68.62 - $81.79 $202K - $240K
GOOG
Alphabet Inc.

Communication Services
Q4 2018 Filed on Feb 04, 2019
194
$48.81 - $60.15 $9.47K - $11.7K
General Electric CO
Q4 2018 Filed on Feb 04, 2019
19,959
N/A
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