Cardinal Point Wealth Management Partners, LLC Purchases and Sells in Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

Top Buys

Incresed Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
25.8K
+ 5.75%
$189.85 - $210.01 $4.9M - $5.42M
474K $96.8M
37.1K
+ 7.24%
$50.42 - $55.03 $1.87M - $2.04M
549K $29.4M
71.5K
+ 7.01%
$50.21 - $50.41 $3.59M - $3.6M
1.09M $54.9M
40.7K
+ 7.76%
$38.59 - $42.55 $1.57M - $1.73M
565K $23.4M
30.1K
+ 7.24%
$34.33 - $37.9 $1.03M - $1.14M
446K $16.7M
30K
+ 10.48%
$36.38 - $39.42 $1.09M - $1.18M
317K $12.5M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
29.3K
New
$50.39 - $50.59 $1.48M - $1.48M
29.3K $1.48M
6.78K
New
$124.15 - $135.82 $841K - $920K
6.78K $877K
7.14K
New
$74.95 - $90.64 $535K - $647K
7.14K $556K
3.11K
New
$128.39 - $156.16 $399K - $485K
3.11K $464K
15.5K
New
$28.16 - $29.33 $436K - $454K
15.5K $452K
5.24K
New
$71.11 - $75.78 $373K - $397K
5.24K $391K
View all

Top Sells

Reduced Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
-30.6K
- 51.84%
$29.02 - $32.78 $887K - $1M
28.4K $920K
-2.42K
- 7.28%
$109.94 - $110.5 $266K - $268K
30.9K $3.41M
-9.81K
- 14.07%
$23.63 - $24.19 $232K - $237K
59.9K $1.44M
-2.69K
- 30.82%
$38.45 - $43.18 $103K - $116K
6.03K $243K
-59
- 11.43%
$460.33 - $518.33 $27.2K - $30.6K
457 $215K
-1.78K
- 11.13%
$39.94 - $41.62 $70.9K - $73.9K
14.2K $581K
View all
Activity Summary
Buys All Purchases 45 New Holdings 15 Increased Positions 30 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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