Blue Chip Partners, Inc. Closed Holding Positions

Blue Chip Partners, Inc.

  • $1.15 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
372,977
$11.99 - $13.5 $4.47M - $5.04M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,481
$74.2 - $94.38 $110K - $140K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Aug 01, 2022
5,842
$29.26 - $50.96 $171K - $298K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
1,761
$44.17 - $57.68 $77.8K - $102K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 01, 2022
6,720
$18.37 - $23.1 $123K - $155K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2022 Filed on Aug 01, 2022
19,400
$26.23 - $30.53 $509K - $592K
NOW
Service Now, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
752
$412.25 - $574.82 $310K - $432K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2022 Filed on Aug 01, 2022
24,803
$26.34 - $28.16 $653K - $698K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
202
$30.35 - $72.73 $6.13K - $14.7K
ADSK
Autodesk, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
1,916
$164.31 - $218.77 $315K - $419K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
1,256
$204.13 - $302.4 $256K - $380K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,647
$89.03 - $109.02 $147K - $180K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
11,399
$46.62 - $50.36 $531K - $574K
Royal Dutch Shell PLC
Q1 2022 Filed on May 04, 2022
4,338
N/A
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 04, 2022
1,300
$69.64 - $93.47 $90.5K - $122K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on May 04, 2022
530
$190.54 - $255.46 $101K - $135K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q1 2022 Filed on May 04, 2022
9,479
$47.75 - $51.66 $453K - $490K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on May 04, 2022
379
$251.21 - $285.37 $95.2K - $108K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2022 Filed on May 04, 2022
4,509
$25.67 - $27.15 $116K - $122K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 04, 2022
1,112
$81.92 - $103.92 $91.1K - $116K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 04, 2022
1,216
$79.97 - $86.97 $97.2K - $106K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2021 Filed on Feb 08, 2022
2,178
$66.4 - $67.68 $145K - $147K
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Feb 08, 2022
2,508
$59.9 - $71.09 $150K - $178K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 08, 2022
1,133
$179.32 - $271.7 $203K - $308K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 08, 2022
3,031
$33.06 - $38.26 $100K - $116K
IP
International Paper CO

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
2,388
$52.29 - $58.94 $125K - $141K
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2021 Filed on Nov 02, 2021
903
$211.73 - $231.39 $191K - $209K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 02, 2021
2,103
$47.36 - $53.86 $99.6K - $113K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
612
$186.2 - $211.31 $114K - $129K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2021 Filed on Aug 03, 2021
2,500
$50.12 - $66.51 $125K - $166K
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Aug 03, 2021
2,392
$52.01 - $56.09 $124K - $134K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on May 04, 2021
2,730
$52.06 - $60.97 $142K - $166K
WPC
W. P. Carey Inc.

Real Estate
Q1 2021 Filed on May 04, 2021
1,816
$66.32 - $71.74 $120K - $130K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2021 Filed on May 04, 2021
1,948
$53.6 - $58.33 $104K - $114K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
760
$101.35 - $167.42 $77K - $127K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q1 2021 Filed on May 04, 2021
1,779
$54.88 - $58.31 $97.6K - $104K
SO
Southern CO

Utilities
Q1 2021 Filed on May 04, 2021
1,664
$56.72 - $62.32 $94.4K - $104K
CVS
Cvs Health Corp

Healthcare
Q1 2021 Filed on May 04, 2021
1,779
$68.13 - $76.3 $121K - $136K
PSA
Public Storage

Real Estate
Q1 2021 Filed on May 04, 2021
451
$213.82 - $247.99 $96.4K - $112K
PRU
Prudential Financial Inc

Financial Services
Q1 2021 Filed on May 04, 2021
1,863
$76.4 - $93.87 $142K - $175K
Unilever N V
Q4 2020 Filed on Feb 05, 2021
2,548
N/A
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Oct 27, 2020
4,336
$35.39 - $40.57 $153K - $176K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Oct 27, 2020
2,444
$62.1 - $78.08 $152K - $191K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Oct 27, 2020
3,525
$57.32 - $65.74 $202K - $232K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q3 2020 Filed on Oct 27, 2020
2,783
$62.13 - $79.9 $173K - $222K
PPL
Ppl Corp

Utilities
Q3 2020 Filed on Oct 27, 2020
7,472
$24.4 - $29.12 $182K - $218K
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2020 Filed on Oct 27, 2020
717
$135.61 - $166.25 $97.2K - $119K
Aon PLC
Q2 2020 Filed on Jul 30, 2020
3,772
N/A
United Technologies Corp
Q2 2020 Filed on Jul 30, 2020
2,193
N/A
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