Clearstead Advisors, LLC Sells in Q3 2024

Clearstead Advisors, LLC

  • $6.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPT
Sprout Social, Inc.

Technology
-500
- 31.47%
$25.41 - $39.07 $12.7K - $19.5K
1.09K $31K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-266
- 51.45%
$69.02 - $93.84 $18.4K - $25K
251 $17K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-23
- 4.56%
$1024.09 - $1201.76 $23.6K - $27.6K
481 $505K
ICLR
Icon PLC

Healthcare
-17
- 2.29%
$280.48 - $346.2 $4.77K - $5.89K
725 $208K
HPE
Hewlett Packard Enterprise CO

Technology
-777
- 6.41%
$16.1 - $21.44 $12.5K - $16.7K
11.4K $232K
FMX
Mexican Economic Development Inc

Consumer Defensive
-166
- 21.64%
$98.71 - $118.83 $16.4K - $19.7K
601 $59K
NXST
Nexstar Media Group, Inc.

Communication Services
-138
- 14.6%
$154.25 - $184.79 $21.3K - $25.5K
807 $133K
FE
Firstenergy Corp

Utilities
-952
- 28.35%
$38.25 - $44.54 $36.4K - $42.4K
2.41K $106K
AZEK
Azek CO Inc.

Industrials
-561
- 61.72%
$36.81 - $46.9 $20.7K - $26.3K
348 $16K
NVT
N Vent Electric PLC

Industrials
-271
- 58.15%
$60.72 - $81.19 $16.5K - $22K
195 $13K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-472
- 8.57%
$8.26 - $12.16 $3.9K - $5.74K
5.04K $45K
CRL
Charles River Laboratories International, Inc.

Healthcare
-47
- 3.98%
$187.96 - $245.29 $8.83K - $11.5K
1.13K $223K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-264
- 60.14%
$31.02 - $58.9 $8.19K - $15.5K
175 $5K
CRBG
Corebridge Financial, Inc.

Financial Services
-689
- 7.93%
$24.9 - $30.12 $17.2K - $20.8K
8K $233K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-88
- 3.91%
$76.83 - $91.38 $6.76K - $8.04K
2.16K $178K
STWD
Starwood Property Trust, Inc.

Real Estate
-1K
- 88.03%
$18.75 - $21.11 $18.8K - $21.1K
136 $2K
TOST
Toast, Inc.

Technology
-2.21K
- 12.6%
$22.71 - $28.31 $50.2K - $62.5K
15.3K $433K
IAU
Ishares Gold Trust

ETFs
-4.5K
- 12.65%
$44.06 - $50.5 $198K - $227K
31.1K $1.55M
POWI
Power Integrations Inc

Technology
-93
- 4.79%
$57.86 - $78.46 $5.38K - $7.3K
1.85K $118K
MGA
Magna International Inc

Consumer Cyclical
-430
- 51.81%
$38.03 - $45.82 $16.4K - $19.7K
400 $16K
KEX
Kirby Corp

Industrials
-200
- 8.1%
$107.57 - $129.59 $21.5K - $25.9K
2.27K $277K
CHRD
Oasis Petroleum Inc.

Energy
-66
- 29.6%
$128.01 - $176.98 $8.45K - $11.7K
157 $20K
LITE
Lumentum Holdings Inc.

Technology
-321
- 96.4%
$40.28 - $64.74 $12.9K - $20.8K
12 $0
VMI
Valmont Industries Inc

Industrials
-92
- 12.8%
$260.22 - $302.59 $23.9K - $27.8K
627 $181K
GLOB
Globant S.A.

Technology
-126
- 27.1%
$176.29 - $207.07 $22.2K - $26.1K
339 $67K
IDU
Ishares Tr U S Utils ETF

ETFs
-173
Closed
$87.2 - $102.21 $15.1K - $17.7K
0 $0
MBB
Ishares Tr

ETFs
-267
- 9.87%
$90.85 - $96.66 $24.3K - $25.8K
2.44K $233K
PHM
Pultegroup Inc

Consumer Cyclical
-410
- 30.53%
$103.95 - $144.98 $42.6K - $59.4K
933 $133K
EXPO
Exponent Inc

Industrials
-817
- 20.5%
$93.45 - $115.28 $76.3K - $94.2K
3.17K $365K
NARI
Inari Medical, Inc.

Healthcare
-246
- 52.12%
$40.68 - $58.62 $10K - $14.4K
226 $9K
CASY
Caseys General Stores Inc

Consumer Cyclical
-33
- 33.33%
$354.52 - $391.16 $11.7K - $12.9K
66 $24K
WCC
Wesco International Inc

Industrials
-103
- 25.56%
$149.47 - $183.24 $15.4K - $18.9K
300 $50K
BHP
Bhp Group LTD

Basic Materials
-259
- 40.22%
$51.32 - $62.11 $13.3K - $16.1K
385 $23K
CNC
Centene Corp

Healthcare
-219
- 54.75%
$64.89 - $80.23 $14.2K - $17.6K
181 $13K
SQ
Block, Inc.

Technology
-274
- 11.71%
$57.21 - $72.07 $15.7K - $19.7K
2.07K $138K
CWST
Casella Waste Systems Inc

Industrials
-129
- 3.52%
$96.59 - $108.33 $12.5K - $14K
3.54K $352K
KMB
Kimberly Clark Corp

Consumer Defensive
-817
- 3.22%
$135.05 - $148.35 $110K - $121K
24.6K $3.5M
ARES
Ares Management Corp

Financial Services
-93
- 93.0%
$133.73 - $158.05 $12.4K - $14.7K
7 $1K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.89K
- 14.59%
$25.27 - $30.5 $47.6K - $57.5K
11K $326K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-325
- 19.58%
$33.49 - $43.24 $10.9K - $14.1K
1.34K $50K
MGM
Mgm Resorts International

Consumer Cyclical
-271
- 94.76%
$34.07 - $46.78 $9.23K - $12.7K
15 $0
HDB
Hdfc Bank LTD

Financial Services
-156
- 10.74%
$58.04 - $66.97 $9.05K - $10.4K
1.3K $81K
EHTH
E Health, Inc.

Financial Services
-2.38K
- 71.8%
$3.6 - $5.41 $8.55K - $12.8K
933 $3K
FTGC
First Trust Global Tactical CO

ETFs
-319
- 3.91%
$22.3 - $24.39 $7.11K - $7.78K
7.85K $185K
WU
Western Union CO

Financial Services
-20
- 0.06%
$11.35 - $12.97 $227 - $259
34.5K $411K
XLP
Consumer Staples Sector Spdr

ETFs
-133
- 12.44%
$76.04 - $76.04 $10.1K - $10.1K
936 $71K
COTY
Coty Inc.

Consumer Defensive
-983
- 90.77%
$8.83 - $10.44 $8.68K - $10.3K
100 $0
HQY
Healthequity, Inc.

Healthcare
-96
- 25.81%
$67.98 - $86.62 $6.53K - $8.32K
276 $22K
ALTR
Altair Engineering Inc.

Technology
-100
- 37.17%
$81.56 - $100.25 $8.16K - $10K
169 $16K
Activity Summary
Buys All Purchases 815 New Holdings 125 Increased Positions 690 Sells All Sells 496 Reductions 495 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email