Brightworth Closed Holding Positions

Brightworth

  • $933 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
249
$628.16 - $1145.45 $156K - $285K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
1,127
$151.48 - $184.7 $171K - $208K
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on Apr 29, 2022
3,001
$77.16 - $85.43 $232K - $256K
GIS
General Mills Inc

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
4,818
$62.27 - $69.9 $300K - $337K
COF
Capital One Financial Corp

Financial Services
Q1 2022 Filed on Apr 29, 2022
1,562
$124.8 - $161.37 $195K - $252K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on Apr 29, 2022
1,779
$99.96 - $115.1 $178K - $205K
CME
Cme Group Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
1,307
$220.13 - $250.76 $288K - $328K
INTU
Intuit Inc

Technology
Q1 2022 Filed on Apr 29, 2022
418
$424.63 - $631.47 $177K - $264K
SO
Southern CO

Utilities
Q1 2022 Filed on Apr 29, 2022
7,503
$62.84 - $72.51 $471K - $544K
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2022 Filed on Apr 29, 2022
11,487
$61.48 - $73.72 $706K - $847K
GPN
Global Payments Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
5,073
$122.65 - $151.62 $622K - $769K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q1 2022 Filed on Apr 29, 2022
3,132
$93.13 - $108.44 $292K - $340K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
2,877
$66.84 - $79.66 $192K - $229K
ELV
Elevance Health, Inc.

Healthcare
Q3 2021 Filed on Oct 27, 2021
790
$357.51 - $398.13 $282K - $315K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2021 Filed on Jul 29, 2021
68,340
$50.71 - $50.77 $3.47M - $3.47M
IYC
Ishares U.S. Consumer Discreti

ETFs
Q1 2021 Filed on Apr 19, 2021
3,044
$68.94 - $76.22 $210K - $232K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
3,469
$60.0 - $68.46 $208K - $237K
AXNX
Axonics, Inc.

Healthcare
Q4 2020 Filed on Feb 03, 2021
11,450
$42.19 - $51.5 $483K - $590K
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 22, 2020
26,236
$23.46 - $34.21 $615K - $898K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q2 2020 Filed on Jul 22, 2020
12,659
$19.87 - $29.39 $252K - $372K
WFC
Wells Fargo & Company

Financial Services
Q4 2019 Filed on Jan 23, 2020
19,168
$47.82 - $54.46 $917K - $1.04M
FIBK
First Interstate Bancsystem Inc

Financial Services
Q4 2019 Filed on Jan 23, 2020
5,844
$39.17 - $43.46 $229K - $254K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2019 Filed on Jan 23, 2020
5,446
$36.77 - $37.68 $200K - $205K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q4 2019 Filed on Jan 23, 2020
4,680
$34.42 - $38.54 $161K - $180K
MPC
Marathon Petroleum Corp

Energy
Q4 2019 Filed on Jan 23, 2020
60,616
$57.11 - $68.02 $3.46M - $4.12M
HYG
Ishares Tr

ETFs
Q4 2019 Filed on Jan 23, 2020
3,360
$86.04 - $88.21 $289K - $296K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q4 2019 Filed on Jan 23, 2020
12,780
$14.78 - $16.39 $189K - $209K
Celgene Corp
Q3 2019 Filed on Nov 01, 2019
2,300
N/A
United States Oil Fund LP
Q3 2019 Filed on Nov 01, 2019
11,750
N/A
XLF
Financial Sector Spdr

ETFs
Q2 2019 Filed on Jul 31, 2019
14,485
N/A
AVXL
Anavex Life Sciences Corp.

Healthcare
Q2 2019 Filed on Jul 31, 2019
28,625
$2.75 - $3.7 $78.7K - $106K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q2 2019 Filed on Jul 31, 2019
3,808
$160.45 - $181.73 $611K - $692K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2019 Filed on Apr 26, 2019
24,055
$169.51 - $202.54 $4.08M - $4.87M
MDT
Medtronic PLC

Healthcare
Q1 2019 Filed on Apr 26, 2019
4,697
$82.45 - $93.79 $387K - $441K
Ishares Gold Trust
Q1 2019 Filed on Apr 26, 2019
10,127
N/A
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2019 Filed on Apr 26, 2019
4,900
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2019 Filed on Apr 26, 2019
5,377
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2019 Filed on Apr 26, 2019
5,733
N/A
Select Bancorp Inc New
Q1 2019 Filed on Apr 26, 2019
30,926
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2018 Filed on Feb 01, 2019
4,203
$35.57 - $47.63 $150K - $200K
VRSN
Verisign Inc

Technology
Q4 2018 Filed on Feb 01, 2019
2,000
$133.91 - $165.02 $268K - $330K
Suntrust Bks Inc
Q3 2018 Filed on Oct 25, 2018
24,219
N/A
Berkshire Hathaway Cl A
Q3 2018 Filed on Oct 25, 2018
100
N/A
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q3 2018 Filed on Oct 25, 2018
5,186
N/A
FAST
Fastenal CO

Industrials
Q2 2018 Filed on Aug 03, 2018
4,205
$24.07 - $27.8 $101K - $117K
Polymet Mining Corp
Q2 2018 Filed on Aug 03, 2018
15,000
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q2 2018 Filed on Aug 03, 2018
2,943
$40.28 - $48.36 $119K - $142K
WRB
Berkley W R Corp

Financial Services
Q2 2018 Filed on Aug 03, 2018
3,146
$31.79 - $34.8 $100K - $109K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q2 2018 Filed on Aug 03, 2018
1,612
$128.82 - $157.01 $208K - $253K
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