Bordeaux Wealth Advisors LLC Closed Holding Positions

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OKTA
Okta, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
2,931
$78.77 - $160.42 $231K - $470K
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Jul 28, 2022
3,283
$57.91 - $70.46 $190K - $231K
BRKB
Berkshire Hathwy Inc(Hldg Co)B
Q2 2022 Filed on Jul 28, 2022
3,010
N/A
BX
Blackstone Inc.

Financial Services
Q2 2022 Filed on Jul 28, 2022
1,681
$89.68 - $130.57 $151K - $219K
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q2 2022 Filed on Jul 28, 2022
20,788
$12.67 - $15.48 $263K - $322K
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Jul 28, 2022
2,292
$87.4 - $113.09 $200K - $259K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2022 Filed on May 03, 2022
2,362
$72.34 - $85.19 $171K - $201K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on May 03, 2022
17,421
$141.39 - $175.52 $2.46M - $3.06M
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on May 03, 2022
15,066
$35.66 - $41.42 $537K - $624K
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 03, 2022
941
$181.39 - $234.03 $171K - $220K
ADBE
Adobe Inc.

Technology
Q1 2022 Filed on May 03, 2022
367
$411.5 - $564.37 $151K - $207K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on May 03, 2022
10,000
$141.39 - $175.52 $1.41M - $1.76M
FIX
Comfort Systems Usa Inc

Industrials
Q1 2022 Filed on May 03, 2022
451,166
$82.68 - $99.27 $37.3M - $44.8M
TWST
Twist Bioscience Corp

Healthcare
Q1 2022 Filed on May 03, 2022
3,267
$38.58 - $83.27 $126K - $272K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 03, 2022
1,820
$140.96 - $181.02 $257K - $329K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 03, 2022
1,298
$88.72 - $164.03 $115K - $213K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 27, 2022
2,200
$111.96 - $177.7 $246K - $391K
DUK
Duke Energy Corp

Utilities
Q3 2021 Filed on Nov 08, 2021
2,666
$97.05 - $107.93 $259K - $288K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 08, 2021
1,600
N/A
AXTI
Axt Inc

Technology
Q1 2021 Filed on Apr 26, 2021
90,959
$9.83 - $15.37 $894K - $1.4M
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