Blooom, Inc. Closed Holding Positions

Blooom, Inc.

  • $52.7 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
ABT
Abbott Laboratories

Healthcare
Q2 2022 Filed on Aug 01, 2022
1,921
$102.07 - $123.37 $196K - $237K
IAU
Ishares Gold Trust

ETFs
Q2 2022 Filed on Aug 01, 2022
5,732
$34.31 - $37.62 $197K - $216K
SRE
Sempra Energy

Utilities
Q2 2022 Filed on Aug 01, 2022
1,424
$139.49 - $172.67 $199K - $246K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Aug 01, 2022
267
$582.26 - $782.23 $155K - $209K
ROL
Rollins Inc

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
6,494
$31.78 - $36.61 $206K - $238K
ORCL
Oracle Corp

Technology
Q2 2022 Filed on Aug 01, 2022
307
$64.05 - $84.07 $19.7K - $25.8K
J
Jacobs Engineering Group Inc

Industrials
Q2 2022 Filed on Aug 01, 2022
2,110
$118.69 - $148.16 $250K - $313K
Cerner Corp
Q2 2022 Filed on Aug 01, 2022
545,922
N/A
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on May 06, 2022
10,631
$166.99 - $191.51 $1.78M - $2.04M
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2022 Filed on May 06, 2022
10,536
$59.52 - $67.43 $627K - $710K
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2022 Filed on May 06, 2022
1,159
$186.56 - $218.06 $216K - $253K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Jan 19, 2022
1,702
$102.53 - $116.01 $175K - $197K
SPDN
Direxion Shs ETF Tr Daily S&P

ETFs
Q4 2021 Filed on Jan 19, 2022
13,839
$13.96 - $15.7 $193K - $217K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Jan 19, 2022
635
$292.08 - $329.01 $185K - $209K
VLO
Valero Energy Corp

Energy
Q4 2021 Filed on Jan 19, 2022
2,936
$66.94 - $82.69 $197K - $243K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on Oct 21, 2021
5,682
$59.34 - $66.74 $337K - $379K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
1,014
$104.62 - $113.69 $106K - $115K
IEF
Ishares Barclays

ETFs
Q3 2021 Filed on Oct 19, 2021
1,009
$114.96 - $118.18 $116K - $119K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2021 Filed on Oct 19, 2021
5,937
$29.81 - $32.7 $177K - $194K
MGA
Magna International Inc

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
2,340
$74.21 - $94.14 $174K - $220K
MTB
M&T Bank Corp

Financial Services
Q3 2021 Filed on Oct 19, 2021
1,376
$128.99 - $152.99 $177K - $211K
ES
Eversource Energy

Utilities
Q3 2021 Filed on Oct 19, 2021
4,163
$79.86 - $92.62 $332K - $386K
AXP
American Express CO

Financial Services
Q2 2021 Filed on Sep 23, 2021
1,433
$144.33 - $169.45 $207K - $243K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2021 Filed on Sep 23, 2021
3,809
$52.51 - $53.35 $200K - $203K
Track This Portfolio

Track Blooom, Inc. Portfolio

Follow Blooom, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blooom, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blooom, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email