Choate Investment Advisors Sells in Q3 2024

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-972K
- 83.07%
$162.83 - $179.16 $158M - $174M
198K $35.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-127K
- 42.88%
$91.42 - $91.82 $11.6M - $11.6M
169K $15.5M
NVDA
Nvidia Corp

Technology
-56.4K
- 6.76%
$98.91 - $134.91 $5.58M - $7.61M
778K $94.5M
SCHW
Schwab Charles Corp

Financial Services
-74.1K
- 66.3%
$61.74 - $76.08 $4.57M - $5.63M
37.6K $2.44M
EW
Edwards Lifesciences Corp

Healthcare
-2.74K
- 1.79%
$59.7 - $93.78 $163K - $257K
150K $9.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-34.2K
- 74.91%
$96.25 - $101.98 $3.3M - $3.49M
11.5K $1.16M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-31.2K
- 25.49%
$98.97 - $99.59 $3.09M - $3.11M
91.3K $9.09M
IEFA
Ishares Tr

ETFs
-29.5K
- 53.01%
$70.09 - $78.74 $2.07M - $2.33M
26.2K $2.04M
MRK
Merck & Co., Inc.

Healthcare
-5.78K
- 7.11%
$111.15 - $128.97 $642K - $745K
75.5K $8.58M
NVO
Novo Nordisk A S

Healthcare
-812
- 1.87%
$119.07 - $145.42 $96.7K - $118K
42.6K $5.07M
VB
Vanguard Small Cap ETF

ETFs
-4.75K
- 48.12%
$214.77 - $237.72 $1.02M - $1.13M
5.12K $1.21M
COP
Conocophillips

Energy
-2.93K
- 4.37%
$102.3 - $116.61 $300K - $342K
64.2K $6.76M
JJSF
J&J Snack Foods Corp

Consumer Defensive
-5K
- 58.94%
$159.36 - $173.59 $797K - $868K
3.48K $599K
TPL
Texas Pacific Land Corp

Energy
-1.18K
- 61.54%
$724.86 - $952.13 $858K - $1.13M
740 $653K
UNP
Union Pacific Corp

Industrials
-6.26K
- 15.59%
$221.78 - $256.09 $1.39M - $1.6M
33.9K $8.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.04K
- 7.6%
$332.02 - $382.76 $1.01M - $1.16M
36.9K $13.9M
CNI
Canadian National Railway CO

Industrials
-4.53K
- 2.93%
$110.1 - $123.65 $499K - $560K
150K $17.6M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.34K
- 38.42%
$170.05 - $200.86 $738K - $872K
6.96K $1.39M
PAR
Par Technology Corp

Technology
-17.2K
- 30.5%
$44.72 - $57.16 $771K - $985K
39.3K $2.05M
TXN
Texas Instruments Inc

Technology
-3.15K
- 22.75%
$194.6 - $194.6 $614K - $614K
10.7K $2.08M
SYY
Sysco Corp

Consumer Defensive
-8.02K
- 63.6%
$69.16 - $78.98 $555K - $633K
4.59K $358K
GGG
Graco Inc

Industrials
-9.03K
- 29.15%
$77.82 - $87.64 $703K - $792K
22K $1.92M
QCOM
Qualcomm Inc

Technology
-104
- 0.6%
$156.12 - $209.64 $16.2K - $21.8K
17.2K $2.92M
VNT
Vontier Corp

Technology
-1.71K
- 1.76%
$31.95 - $41.39 $54.5K - $70.6K
95.4K $3.22M
IEMG
Ishares Inc

ETFs
-6.42K
- 9.2%
$53.64 - $53.64 $344K - $344K
63.4K $3.4M
SYK
Stryker Corp

Healthcare
-1.59K
- 13.92%
$315.94 - $371.96 $503K - $592K
9.84K $3.55M
EMR
Emerson Electric CO

Industrials
-1.9K
- 1.91%
$98.19 - $118.87 $187K - $226K
97.6K $10.7M
SHEL
Shell PLC

Energy
-3.58K
- 51.09%
$65.65 - $73.28 $235K - $262K
3.42K $225K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.4K
- 15.7%
$77.02 - $85.06 $493K - $544K
34.3K $2.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.25K
- 11.97%
$83.76 - $91.82 $691K - $758K
60.7K $5.54M
EPD
Enterprise Products Partners L.P.

Energy
-9.72K
- 3.03%
$27.88 - $30.0 $271K - $291K
311K $9.05M
VIG
Vanguard Dividend Appreciation

ETFs
-1.02K
- 1.94%
$182.15 - $182.15 $186K - $186K
51.5K $9.39M
BAC
Bank Of America Corp

Financial Services
-4.39K
- 7.27%
$36.65 - $44.13 $161K - $194K
56K $2.22M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-301
- 6.53%
$460.0 - $505.78 $138K - $152K
4.31K $2.01M
WFC
Wells Fargo & Company

Financial Services
-582
- 1.39%
$51.58 - $60.97 $30K - $35.5K
41.3K $2.33M
AMP
Ameriprise Financial Inc

Financial Services
-1.68K
- 10.79%
$391.53 - $469.81 $658K - $789K
13.9K $6.53M
SWKS
Skyworks Solutions, Inc.

Technology
-330
- 2.92%
$96.22 - $120.68 $31.8K - $39.8K
11K $1.08M
IBM
International Business Machines Corp

Technology
-3.54K
- 25.55%
$175.1 - $223.38 $619K - $790K
10.3K $2.28M
VO
Vanguard Mid Cap ETF

ETFs
-997
- 14.25%
$237.84 - $263.83 $237K - $263K
6K $1.58M
MTD
Mettler Toledo International Inc

Healthcare
-270
- 9.31%
$1308.0 - $1521.03 $353K - $411K
2.63K $3.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-71
- 0.35%
$49.83 - $62.75 $3.54K - $4.46K
20.2K $1.17M
DVY
Ishares Tr

ETFs
-1.47K
- 20.13%
$119.99 - $135.74 $176K - $199K
5.82K $786K
WY
Weyerhaeuser CO

Real Estate
-4.15K
- 37.51%
$27.05 - $33.84 $112K - $141K
6.92K $234K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-3.13K
- 21.23%
$8.26 - $12.16 $25.8K - $38K
11.6K $103K
UPS
United Parcel Service Inc

Industrials
-504
- 9.38%
$123.32 - $147.38 $62.2K - $74.3K
4.87K $663K
BIIB
Biogen Inc.

Healthcare
-36
- 2.33%
$189.07 - $236.8 $6.81K - $8.52K
1.51K $291K
T
At&T Inc.

Communication Services
-7.31K
- 21.82%
$18.21 - $22.28 $133K - $163K
26.2K $576K
IWD
Ishares Russell 1000 Val ETF

ETFs
-855
- 13.27%
$173.36 - $189.8 $148K - $162K
5.59K $1.06M
DELL
Dell Technologies Inc.

Technology
-118
- 6.42%
$87.89 - $145.97 $10.4K - $17.2K
1.72K $203K
Activity Summary
Buys All Purchases 165 New Holdings 25 Increased Positions 140 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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