Blodgett Wealth Advisors, LLC Closed Holding Positions

Blodgett Wealth Advisors, LLC

  • $119 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 20, 2022
2,207
$89.08 - $177.02 $197K - $391K
NUE
Nucor Corp

Basic Materials
Q2 2022 Filed on Jul 20, 2022
1,300
$104.41 - $175.59 $136K - $228K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Jul 20, 2022
4,449
$40.38 - $48.66 $180K - $216K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Jul 20, 2022
5,933
$34.98 - $48.38 $208K - $287K
NUE
Nucor Corp

Basic Materials
Q2 2022 Filed on Jul 20, 2022
1,000
$104.41 - $175.59 $104K - $176K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 20, 2022
4,160
$69.84 - $121.86 $291K - $507K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
9,308
$61.48 - $74.59 $572K - $694K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2022 Filed on Jul 20, 2022
201
$1204.01 - $1632.03 $242K - $328K
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Jul 20, 2022
4,500
$40.91 - $50.25 $184K - $226K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2022 Filed on Jul 20, 2022
6,000
$28.97 - $44.73 $174K - $268K
CMI
Cummins Inc

Industrials
Q2 2022 Filed on Jul 20, 2022
1,500
$185.89 - $215.26 $279K - $323K
NBW
Neuberger Berman California Municipal Fund Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
11,000
$12.06 - $13.98 $133K - $154K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,460
$94.64 - $184.26 $138K - $269K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2022 Filed on Apr 27, 2022
6,576
$42.79 - $51.23 $281K - $337K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on Apr 27, 2022
3,895
$166.99 - $191.51 $650K - $746K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
13,000
$7.93 - $15.68 $103K - $204K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,555
$166.75 - $332.01 $259K - $516K
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