Canvas Wealth Advisors, LLC Closed Holding Positions

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Jul 25, 2022
2,110
$87.46 - $121.92 $185K - $257K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
10,635
$26.91 - $44.24 $286K - $470K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q2 2022 Filed on Jul 25, 2022
4,017
$183.84 - $219.9 $738K - $883K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2022 Filed on Jul 25, 2022
1,480
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2022 Filed on Jul 25, 2022
11,993
$40.48 - $47.83 $485K - $574K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 25, 2022
333
$548.35 - $738.84 $183K - $246K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
2,664
$89.08 - $177.02 $237K - $472K
Draftkings Inc
Q2 2022 Filed on Jul 25, 2022
31,492
N/A
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Jul 25, 2022
1,626
$257.24 - $353.96 $418K - $576K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
Q2 2022 Filed on Jul 25, 2022
5,383
$35.29 - $42.02 $190K - $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
7,048
$69.84 - $121.86 $492K - $859K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
62,130
$29.18 - $34.2 $1.81M - $2.12M
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
20,486
$45.27 - $55.36 $927K - $1.13M
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
9,550
$16.21 - $33.07 $155K - $316K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2022 Filed on May 09, 2022
3,037
$81.79 - $93.12 $248K - $283K
CSX
Csx Corp

Industrials
Q1 2022 Filed on May 09, 2022
5,658
$33.34 - $37.8 $189K - $214K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 09, 2022
527
$321.37 - $407.48 $169K - $215K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on May 09, 2022
19,248
$58.18 - $67.99 $1.12M - $1.31M
INDA
Ishares Msci India Index Fund

ETFs
Q1 2022 Filed on May 09, 2022
16,399
$40.18 - $48.5 $659K - $795K
EUFN
Ishares Msci Europe Financials

ETFs
Q1 2022 Filed on May 09, 2022
52,355
$15.86 - $21.84 $830K - $1.14M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
2,308
$88.21 - $110.95 $204K - $256K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
Q1 2022 Filed on May 09, 2022
2,822
$83.48 - $102.61 $236K - $290K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 09, 2022
3,086
$243.64 - $270.48 $752K - $835K
INTC
Intel Corp

Technology
Q1 2022 Filed on May 09, 2022
6,191
$44.4 - $55.91 $275K - $346K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2022 Filed on May 09, 2022
1,581
$116.14 - $149.68 $184K - $237K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 09, 2022
3,884
$43.71 - $54.29 $170K - $211K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2022 Filed on May 09, 2022
8,607
$33.67 - $39.47 $290K - $340K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
3,107
$76.76 - $137.41 $238K - $427K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
987
$164.87 - $202.46 $163K - $200K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Jan 19, 2022
6,745
$57.11 - $66.6 $385K - $449K
AMGN
Amgen Inc

Healthcare
Q4 2021 Filed on Jan 19, 2022
963
$198.88 - $227.6 $192K - $219K
Varian Med Sys Inc
Q2 2021 Filed on Aug 02, 2021
6,956
N/A
MMSI
Merit Medical Systems Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
5,713
$59.1 - $64.86 $338K - $371K
VLY
Valley National Bancorp

Financial Services
Q2 2021 Filed on Aug 02, 2021
17,700
$12.91 - $14.63 $229K - $259K
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