Buckingham Strategic Wealth, LLC Closed Holding Positions

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackrock Munihlds Invstm Ql
Q2 2022 Filed on Aug 12, 2022
11,475
N/A
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
3,808
$44.17 - $57.68 $168K - $220K
BST
Black Rock Science & Technology Trust

Financial Services
Q2 2022 Filed on Aug 12, 2022
5,839
$31.25 - $44.15 $182K - $258K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
3,509
$40.5 - $61.35 $142K - $215K
ITA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
4,893
$93.66 - $112.65 $458K - $551K
ZEN
Zendesk, Inc.

Technology
Q2 2022 Filed on Aug 12, 2022
12,648
$54.53 - $129.12 $690K - $1.63M
OGEN
Oragenics Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
27,000
$0.24 - $0.42 $6.48K - $11.3K
Evofem Biosciences Inc
Q2 2022 Filed on Aug 12, 2022
18,524
N/A
Panbela Therapeutics Inc
Q2 2022 Filed on Aug 12, 2022
24,927
N/A
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 12, 2022
10,352
$27.4 - $29.93 $284K - $310K
NIO
Nio Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
9,933
$12.71 - $24.08 $126K - $239K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2022 Filed on Aug 12, 2022
7,727
$24.7 - $25.82 $191K - $200K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
1,645
$89.09 - $132.49 $147K - $218K
COLD
Americold Realty Trust

Real Estate
Q2 2022 Filed on Aug 12, 2022
54,323
$24.9 - $30.29 $1.35M - $1.65M
PECO
Phillips Edison & Company, Inc.

Real Estate
Q2 2022 Filed on Aug 12, 2022
7,312
$31.26 - $36.04 $229K - $264K
Crane CO
Q2 2022 Filed on Aug 12, 2022
5,634
N/A
FXI
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
8,149
$28.01 - $34.33 $228K - $280K
SDC
Smile Direct Club, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
15,650
$1.0 - $2.65 $15.7K - $41.5K
SNAP
Snap Inc

Communication Services
Q2 2022 Filed on Aug 12, 2022
7,453
$11.91 - $39.34 $88.8K - $293K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 12, 2022
8,262
$36.58 - $70.5 $302K - $582K
RUTH
Ruths Hospitality Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
10,000
$18.3 - $24.81 $183K - $248K
PRVA
Privia Health Group, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
17,391
$19.16 - $27.29 $333K - $475K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
1,221
$138.32 - $195.42 $169K - $239K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2022 Filed on May 10, 2022
1,611
$111.87 - $164.92 $180K - $266K
MGA
Magna International Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
2,971
$56.88 - $89.34 $169K - $265K
Atlantic Cap Bancshares Inc
Q1 2022 Filed on May 10, 2022
10,000
N/A
FUV
Arcimoto Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
31,872
$4.96 - $8.22 $158K - $262K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
10,606
$6.49 - $8.95 $68.8K - $94.9K
SWAN
Amplify ETF Tr Blackswan Growt
Q1 2022 Filed on May 10, 2022
98,745
N/A
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 10, 2022
6,510
$44.04 - $57.61 $287K - $375K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
2,871
$81.92 - $103.92 $235K - $298K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q1 2022 Filed on May 10, 2022
2,404
$100.07 - $101.54 $241K - $244K
QUMU
Qumu Corp

Technology
Q1 2022 Filed on May 10, 2022
32,085
$1.53 - $2.19 $49.1K - $70.3K
EVGO
E Vgo Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
14,870
$7.37 - $13.07 $110K - $194K
ICLR
Icon PLC

Healthcare
Q1 2022 Filed on May 10, 2022
722
$216.09 - $296.03 $156K - $214K
JAGX
Jaguar Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
32,000
$0.38 - $1.07 $12.2K - $34.2K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 10, 2022
606
$250.38 - $371.86 $152K - $225K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
4,541
$37.48 - $48.52 $170K - $220K
OPTN
Opti Nose, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
15,800
$1.77 - $2.93 $28K - $46.3K
Cerner Corp
Q1 2022 Filed on May 10, 2022
3,289
N/A
SYN
Synthetic Biologics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
17,500
$2.3 - $4.3 $40.3K - $75.3K
Sterling Bancorp Del
Q1 2022 Filed on May 10, 2022
38,963
N/A
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 10, 2022
20,209
$16.91 - $32.3 $342K - $653K
Bryn Mawr Bk Corp
Q1 2022 Filed on May 10, 2022
6,580
N/A
ACVA
Acv Auctions Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
19,175
$10.42 - $19.3 $200K - $370K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 10, 2022
2,314
$71.98 - $86.95 $167K - $201K
CHCO
City Holding CO

Financial Services
Q4 2021 Filed on Feb 09, 2022
143,722
$76.52 - $83.14 $11M - $11.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 09, 2022
4,321
$48.5 - $53.36 $210K - $231K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
974
$135.09 - $284.11 $132K - $277K
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