Buckingham Strategic Partners Sells in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-412
- 12.41%
N/A
2.91K $364K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-3.48K
- 10.07%
$37.33 - $40.63 $130K - $141K
31K $1.26M
XLP
Consumer Staples Sector Spdr

ETFs
-604
- 11.6%
$76.04 - $76.04 $45.9K - $45.9K
4.6K $349K
ACWI
Ishares Msci Acwi ETF

ETFs
-677
- 13.7%
$107.24 - $119.84 $72.6K - $81.1K
4.26K $509K
VIG
Vanguard Dividend Appreciation

ETFs
-164
- 0.4%
$182.15 - $182.15 $29.9K - $29.9K
40.6K $7.39M
SRE
Sempra Energy

Utilities
-918
- 22.45%
$74.97 - $84.04 $68.8K - $77.1K
3.17K $265K
XLE
Energy Sector Spdr

ETFs
-237
- 3.15%
$84.35 - $93.39 $20K - $22.1K
7.3K $640K
ADI
Analog Devices Inc

Technology
-214
- 9.27%
$200.56 - $243.33 $42.9K - $52.1K
2.09K $481K
EMR
Emerson Electric CO

Industrials
-303
- 3.78%
$98.19 - $118.87 $29.8K - $36K
7.71K $842K
CNP
Centerpoint Energy Inc

Utilities
-185
- 1.05%
$25.63 - $30.55 $4.74K - $5.65K
17.5K $513K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-956
- 2.91%
N/A
31.9K $1M
DCI
Donaldson CO Inc

Industrials
-562
- 8.77%
$69.34 - $74.86 $39K - $42.1K
5.84K $430K
IBRX
Immunity Bio, Inc.

Healthcare
-285
- 2.76%
$3.32 - $6.7 $946 - $1.91K
10K $37K
OTTR
Otter Tail Corp

Utilities
-10
- 0.35%
$75.49 - $100.47 $755 - $1K
2.87K $224K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.09K
- 9.38%
N/A
10.6K $200K
DTM
Dt Midstream, Inc.

Energy
-846
- 12.92%
$69.34 - $79.28 $58.7K - $67.1K
5.7K $448K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-181
- 9.46%
$386.81 - $423.12 $70K - $76.6K
1.73K $732K
DOW
Dow Inc.

Basic Materials
-494
- 6.4%
$50.15 - $55.41 $24.8K - $27.4K
7.22K $394K
SWN
Southwestern Energy CO

Energy
-3.45K
- 13.04%
$6.0 - $7.15 $20.7K - $24.7K
23K $163K
MKL
Markel Corp

Financial Services
-8
- 5.63%
$1494.55 - $1645.69 $12K - $13.2K
134 $210K
EOG
Eog Resources Inc

Energy
-45
- 1.64%
$117.9 - $132.65 $5.31K - $5.97K
2.7K $332K
YUM
Yum Brands Inc

Consumer Cyclical
-298
- 7.7%
$125.95 - $139.96 $37.5K - $41.7K
3.57K $499K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-855
- 11.9%
$69.31 - $77.34 $59.3K - $66.1K
6.33K $485K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2.29K
- 15.54%
$52.04 - $64.22 $119K - $147K
12.4K $758K
SKYY
First Trust Cloud Computing Et

ETFs
-382
- 9.09%
$86.45 - $102.48 $33K - $39.1K
3.82K $390K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-405
- 11.21%
$71.86 - $78.56 $29.1K - $31.8K
3.21K $252K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.63K
- 8.45%
$46.9 - $51.96 $123K - $136K
28.5K $1.47M
STLD
Steel Dynamics Inc

Basic Materials
-85
- 4.01%
N/A
2.03K $199K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-695
- 6.46%
$61.11 - $67.85 $42.5K - $47.2K
10.1K $682K
TXN
Texas Instruments Inc

Technology
-37
- 1.01%
$194.6 - $194.6 $7.2K - $7.2K
3.62K $703K
XLK
Technology Sector Spdr

ETFs
-2
- 0.02%
$197.34 - $237.68 $395 - $475
8.64K $1.95M
MBB
Ishares Tr

ETFs
-559
- 4.61%
$90.85 - $96.66 $50.8K - $54K
11.6K $1.11M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-179
- 1.65%
$81.98 - $86.24 $14.7K - $15.4K
10.7K $921K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-12
- 0.08%
$50.63 - $51.11 $608 - $613
15.3K $781K
PAC
Pacific Airport Group

Industrials
-146
- 11.16%
$150.24 - $184.66 $21.9K - $27K
1.16K $202K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-233
- 3.62%
$38.33 - $44.95 $8.93K - $10.5K
6.2K $271K
Morgan Stanley ETF Trust
-615
- 11.11%
N/A
4.92K $0
J P Morgan Exchange Traded F
-35
- 0.37%
N/A
9.53K $0
Ge Healthcare Technologies I
-141
- 4.44%
N/A
3.04K $0
Canadian Pacific Kansas City
-1.98K
- 34.35%
N/A
3.78K $0
MOGA
Moog Inc Cla
-647
- 30.88%
N/A
1.45K $0
Dimensional ETF Trust
-15.6K
- 39.51%
N/A
23.9K $0
Linde PLC
-184
- 12.84%
N/A
1.25K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-1
- -0.0%
N/A
20.9K $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-1.4K
- 10.89%
$31.95 - $38.02 $44.7K - $53.2K
11.4K $428K
PII
Polaris Inc.

Consumer Cyclical
-140
- 4.93%
$72.9 - $86.86 $10.2K - $12.2K
2.7K $224K
VONE
Vanguard Russell 1000 ETF

ETFs
-61
- 4.59%
$234.0 - $260.07 $14.3K - $15.9K
1.27K $329K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-204
- 5.88%
$54.3 - $62.38 $11.1K - $12.7K
3.27K $203K
WLK
Westlake Corp

Basic Materials
-49
- 2.45%
$133.5 - $150.97 $6.54K - $7.4K
1.95K $293K
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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