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
Royal Dutch Shell PLC
Q4 2021 Filed on Feb 09, 2022
6,153
N/A
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 09, 2022
699
$203.94 - $344.46 $143K - $241K
MTZ
Mastec Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
3,857
$85.07 - $101.57 $328K - $392K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
7,730
$23.71 - $31.01 $183K - $240K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
1,024
$158.3 - $265.08 $162K - $271K
Draftkings Inc
Q4 2021 Filed on Feb 09, 2022
10,452
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Feb 09, 2022
26,139
$21.37 - $21.54 $559K - $563K
NSP
Insperity, Inc.

Industrials
Q4 2021 Filed on Feb 09, 2022
75,347
$109.1 - $129.2 $8.22M - $9.73M
CUT
Invesco ETF Tr Ii Msci Global

ETFs
Q4 2021 Filed on Feb 09, 2022
11,869
$35.07 - $37.28 $416K - $442K
AVA
Avista Corp

Utilities
Q4 2021 Filed on Feb 09, 2022
5,162
$38.51 - $42.49 $199K - $219K
Newpark Res Inc
Q4 2021 Filed on Feb 09, 2022
128,803
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Feb 09, 2022
8,819
$28.27 - $30.05 $249K - $265K
TCOM
Trip.Com Group LTD

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
9,048
$21.74 - $32.72 $197K - $296K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q4 2021 Filed on Feb 09, 2022
8,794
$24.61 - $27.77 $216K - $244K
UPST
Upstart Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
662
$131.5 - $390.0 $87.1K - $258K
SMAR
Smartsheet Inc

Technology
Q4 2021 Filed on Feb 09, 2022
5,621
$59.49 - $79.82 $334K - $449K
Gabelli Equity Tr Inc
Q3 2021 Filed on Nov 10, 2021
25,250
N/A
Surgalign Holdings Inc
Q3 2021 Filed on Nov 10, 2021
19,585
N/A
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
1,708
$85.4 - $126.43 $146K - $216K
BIDU
Baidu, Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
1,661
$137.33 - $201.46 $228K - $335K
TTM
Tata Motors LTD

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
20,225
$18.73 - $23.05 $379K - $466K
Slack Technologies Inc
Q3 2021 Filed on Nov 10, 2021
4,961
N/A
W
Wayfair Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
767
$241.36 - $316.57 $185K - $243K
GPN
Global Payments Inc

Industrials
Q3 2021 Filed on Nov 10, 2021
1,173
$156.58 - $195.16 $184K - $229K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
521
$257.41 - $401.12 $134K - $209K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Nov 10, 2021
2,459
$73.87 - $92.86 $182K - $228K
NTES
Net Ease, Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
3,743
$78.92 - $114.41 $295K - $428K
General Electric CO
Q3 2021 Filed on Nov 10, 2021
82,156
N/A
Medallia Inc
Q3 2021 Filed on Nov 10, 2021
7,000
N/A
Standard Avb Finl Corp
Q2 2021 Filed on Aug 06, 2021
8,655
N/A
Seagate Technology PLC
Q2 2021 Filed on Aug 06, 2021
5,628
N/A
Colony Cap Inc New
Q2 2021 Filed on Aug 06, 2021
11,372
N/A
PMF
Pimco Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 06, 2021
11,272
$14.3 - $15.0 $161K - $169K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 06, 2021
1,942
$73.78 - $107.52 $143K - $209K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 06, 2021
946
N/A
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q2 2021 Filed on Aug 06, 2021
18,294
$27.47 - $28.88 $503K - $528K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 06, 2021
11,067
$15.5 - $16.32 $172K - $181K
Varian Med Sys Inc
Q2 2021 Filed on Aug 06, 2021
2,254
N/A
PSFE
Paysafe LTD

Technology
Q2 2021 Filed on Aug 06, 2021
15,000
$10.37 - $14.6 $156K - $219K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2021 Filed on Aug 06, 2021
11,356
$8.62 - $62.55 $97.9K - $710K
Ishares Gold Tr
Q2 2021 Filed on Aug 06, 2021
85,956
N/A
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 06, 2021
4,051
$85.42 - $92.98 $346K - $377K
JPEM
Jp Morgan Diversified Return

ETFs
Q1 2021 Filed on Apr 30, 2021
5,042
$54.39 - $58.37 $274K - $294K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2021 Filed on Apr 30, 2021
1,806
$138.36 - $187.47 $250K - $339K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2021 Filed on Apr 30, 2021
14,933
$15.21 - $18.16 $227K - $271K
JPSE
J P Morgan Diversified Return

ETFs
Q1 2021 Filed on Apr 30, 2021
19,957
$35.88 - $44.5 $716K - $888K
ISCB
International Speedway Corp

ETFs
Q1 2021 Filed on Apr 30, 2021
1,014
$48.59 - $59.15 $49.3K - $60K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
Q1 2021 Filed on Apr 30, 2021
11,175
$5.89 - $6.29 $65.8K - $70.3K
CAL
Caleres Inc

Consumer Cyclical
Q1 2021 Filed on Apr 30, 2021
10,806
$14.53 - $21.8 $157K - $236K
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