Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $395 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TEN
Tenneco Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
91
$9.76 - $12.71 $888 - $1.16K
Cyrusone Inc
Q1 2021 Filed on Apr 15, 2021
13
N/A
FTV
Fortive Corp

Technology
Q1 2021 Filed on Apr 15, 2021
118
$65.82 - $72.58 $7.77K - $8.56K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
216
$8.52 - $13.37 $1.84K - $2.89K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2021 Filed on Apr 15, 2021
26
$370.22 - $398.75 $9.63K - $10.4K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2021 Filed on Apr 15, 2021
1,735
$31.63 - $32.67 $54.9K - $56.7K
GM
General Motors CO

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
906
$40.51 - $60.05 $36.7K - $54.4K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on Apr 15, 2021
76
$13.5 - $18.42 $1.03K - $1.4K
HON
Honeywell International Inc

Industrials
Q1 2021 Filed on Apr 15, 2021
459
$195.37 - $218.88 $89.7K - $100K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2021 Filed on Apr 15, 2021
666
N/A
Wpx Energy Inc
Q1 2021 Filed on Apr 15, 2021
513
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on Apr 15, 2021
50
$88.0 - $103.81 $4.4K - $5.19K
ADBE
Adobe Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
5
$421.2 - $501.64 $2.11K - $2.51K
AEE
Ameren Corp

Utilities
Q1 2021 Filed on Apr 15, 2021
67
$70.27 - $82.67 $4.71K - $5.54K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Apr 15, 2021
550
$34.27 - $40.01 $18.8K - $22K
INTU
Intuit Inc

Technology
Q1 2021 Filed on Apr 15, 2021
98
$361.0 - $422.26 $35.4K - $41.4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on Apr 15, 2021
629
$113.42 - $118.04 $71.3K - $74.2K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on Apr 15, 2021
974
$58.97 - $61.74 $57.4K - $60.1K
CVS
Cvs Health Corp

Healthcare
Q1 2021 Filed on Apr 15, 2021
499
$68.13 - $76.3 $34K - $38.1K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
1
$157.33 - $207.36 $157 - $207
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 15, 2021
11
$173.0 - $194.59 $1.9K - $2.14K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 15, 2021
46
$19.42 - $28.13 $893 - $1.29K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 15, 2021
165
$128.44 - $137.43 $21.2K - $22.7K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on Apr 15, 2021
5
$263.04 - $306.97 $1.32K - $1.53K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 15, 2021
2
$594.92 - $768.57 $1.19K - $1.54K
NFLX
Netflix Inc

Communication Services
Q1 2021 Filed on Apr 15, 2021
4
$493.33 - $586.34 $1.97K - $2.35K
Federal Rlty Invt Tr
Q1 2021 Filed on Apr 15, 2021
998
N/A
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on Apr 15, 2021
3
$330.24 - $390.54 $991 - $1.17K
Gold Trust
Q1 2021 Filed on Apr 15, 2021
9,083
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
123
$169.35 - $202.07 $20.8K - $24.9K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
18
$88.45 - $112.7 $1.59K - $2.03K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 15, 2021
83
$122.53 - $146.42 $10.2K - $12.2K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
586
$13.25 - $16.95 $7.76K - $9.93K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2020 Filed on Feb 11, 2021
475
$40.78 - $54.04 $19.4K - $25.7K
TT
Trane Technologies PLC

Industrials
Q4 2020 Filed on Feb 11, 2021
70
$121.95 - $152.44 $8.54K - $10.7K
WLY
John Wiley & Sons, Inc.

Communication Services
Q4 2020 Filed on Feb 11, 2021
44
$30.79 - $46.21 $1.35K - $2.03K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q4 2020 Filed on Feb 11, 2021
59
$31.68 - $59.92 $1.87K - $3.54K
Washington Prime Group New
Q4 2020 Filed on Feb 11, 2021
23
N/A
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
506
$3.95 - $5.42 $2K - $2.74K
MATX
Matson, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
116
$39.88 - $61.46 $4.63K - $7.13K
ITW
Illinois Tool Works Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
63
$190.9 - $217.54 $12K - $13.7K
JELD
Jeld Wen Holding, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
142
$20.87 - $26.74 $2.96K - $3.8K
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 11, 2021
114
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Feb 11, 2021
296
$34.72 - $41.61 $10.3K - $12.3K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2020 Filed on Feb 11, 2021
286
$41.04 - $47.78 $11.7K - $13.7K
CE
Celanese Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
22
$106.04 - $137.44 $2.33K - $3.02K
ELME
Elme Communities
Q4 2020 Filed on Feb 11, 2021
2,025
N/A
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Feb 11, 2021
88
$1.31 - $2.09 $115 - $184
IP
International Paper CO

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
229
$37.83 - $49.12 $8.66K - $11.2K
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