Cahaba Wealth Management, Inc. Closed Holding Positions

Cahaba Wealth Management, Inc.

  • $1.21 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VUG
Vanguard Growth ETF

ETFs
Q2 2022 Filed on Jul 19, 2022
818
$214.97 - $293.87 $176K - $240K
TFC
Truist Financial Corp

Financial Services
Q2 2022 Filed on Jul 19, 2022
4,380
$45.68 - $55.36 $200K - $242K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2022 Filed on Jul 19, 2022
10,655
$38.3 - $43.06 $408K - $459K
EPD
Enterprise Products Partners L.P.

Energy
Q2 2022 Filed on Jul 19, 2022
8,155
$23.45 - $28.47 $191K - $232K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 05, 2022
1,773
$120.56 - $161.25 $214K - $286K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q1 2022 Filed on May 05, 2022
5,421
$49.15 - $56.85 $266K - $308K
Xilinx Inc
Q1 2022 Filed on May 05, 2022
1,200
N/A
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 05, 2022
1,190
$164.87 - $202.46 $196K - $241K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2022 Filed on May 05, 2022
1,567
$148.26 - $164.2 $232K - $257K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on May 05, 2022
2,076
$99.21 - $115.26 $206K - $239K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2022 Filed on May 05, 2022
1,128
$169.72 - $232.87 $191K - $263K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2022 Filed on May 05, 2022
1,445
$119.16 - $140.17 $172K - $203K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 01, 2022
4,149
$58.28 - $72.53 $242K - $301K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q4 2021 Filed on Feb 01, 2022
2,138
$103.36 - $113.35 $221K - $242K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
2,633
$117.86 - $161.31 $310K - $425K
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
1,824
$102.36 - $125.04 $187K - $228K
AVCT
American Virtual Cloud Technologies, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
64,521
N/A
Fs Kkr Cap Corp Ii Com
Q2 2021 Filed on Aug 10, 2021
11,061
N/A
Aphria Inc Com
Q2 2021 Filed on Aug 10, 2021
23,587
N/A
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2021 Filed on May 06, 2021
1,561
$108.96 - $140.05 $170K - $219K
NKLA
Nikola Corp

Industrials
Q1 2021 Filed on May 06, 2021
16,888
$13.79 - $28.58 $233K - $483K
ICLN
Ishares

ETFs
Q1 2021 Filed on May 06, 2021
6,857
$22.27 - $33.41 $153K - $229K
GBIL
Goldman Sachs Access Treasury

ETFs
Q1 2021 Filed on May 06, 2021
5,850
$100.12 - $100.14 $586K - $586K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2020 Filed on Oct 27, 2020
2,427
$57.0 - $67.07 $138K - $163K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Aug 03, 2020
7,361
$22.53 - $33.32 $166K - $245K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 03, 2020
8,858
$22.87 - $29.3 $203K - $260K
IIIV
I3 Verticals, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
10,796
$14.0 - $36.27 $151K - $392K
INTC
Intel Corp

Technology
Q1 2020 Filed on Apr 30, 2020
3,558
$44.61 - $68.47 $159K - $244K
Fs Kkr Capital Corp
Q3 2019 Filed on Oct 23, 2019
15,707
N/A
Fidelity Southern Corp New
Q3 2019 Filed on Oct 23, 2019
20,231
N/A
Total Systems Services
Q2 2019 Filed on Jul 31, 2019
2,379
N/A
Direxion Shs ETF Bull 3 X Sh
Q1 2019 Filed on Apr 08, 2019
25,000
N/A
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2019 Filed on Apr 08, 2019
6,800
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2018 Filed on Jan 14, 2019
1,886
$111.35 - $114.52 $210K - $216K
HWC
Hancock Whitney Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
13,724
$33.06 - $48.56 $454K - $666K
IGE
Ishares Tr North Amern Nat Res

ETFs
Q3 2018 Filed on Oct 04, 2018
6,247
N/A
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2018 Filed on Jul 26, 2018
5,673
N/A
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