Coldstream Capital Management Inc Sells in Q4 2024

Coldstream Capital Management Inc

  • $4.64 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EVR
Evercore Inc.

Financial Services
-20
- 0.71%
$247.66 - $315.67 $4.95K - $6.31K
2.78K $770K
FCNCA
First Citizens Bancshares Inc

Financial Services
-5
- 1.87%
$1818.92 - $2353.08 $9.09K - $11.8K
263 $555K
SNA
Snap On Inc

Industrials
-76
- 4.15%
$285.44 - $371.35 $21.7K - $28.2K
1.76K $595K
EME
Emcor Group, Inc.

Industrials
-86
- 1.86%
$427.96 - $526.95 $36.8K - $45.3K
4.53K $2.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.7K
- 10.01%
$172.07 - $207.36 $293K - $353K
15.3K $3.02M
WTFC
Wintrust Financial Corp

Financial Services
-253
- 4.05%
$104.15 - $138.5 $26.3K - $35K
5.99K $747K
MSTR
Microstrategy Inc

Technology
-737
- 31.38%
$162.69 - $473.83 $120K - $349K
1.61K $466K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-220
- 0.78%
$81.6 - $90.89 $18K - $20K
27.9K $2.39M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-70
- 5.92%
$229.85 - $335.91 $16.1K - $23.5K
1.11K $363K
RJF
Raymond James Financial Inc

Financial Services
-224
- 5.3%
$123.0 - $170.1 $27.6K - $38.1K
4K $621K
USB
Us Bancorp \De\

Financial Services
-679
- 0.97%
$43.98 - $53.66 $29.9K - $36.4K
69K $3.3M
FHN
First Horizon Corp

Financial Services
-73
- 0.29%
$14.91 - $21.42 $1.09K - $1.56K
25.2K $507K
GBCI
Glacier Bancorp, Inc.

Financial Services
-482
- 1.46%
$44.09 - $58.89 $21.3K - $28.4K
32.5K $1.63M
HUBS
Hubspot Inc

Technology
-5
- 0.64%
$514.07 - $757.4 $2.57K - $3.79K
778 $542K
SF
Stifel Financial Corp

Financial Services
-207
- 1.67%
$93.4 - $117.72 $19.3K - $24.4K
12.2K $1.29M
OMER
Omeros Corp

Healthcare
-500
- 1.8%
$3.77 - $12.15 $1.89K - $6.08K
27.3K $270K
TRGP
Targa Resources Corp.

Energy
-316
- 4.11%
$150.58 - $207.69 $47.6K - $65.6K
7.37K $1.32M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-964
- 2.23%
$129.96 - $144.97 $125K - $140K
42.3K $5.89M
EAT
Brinker International, Inc

Consumer Cyclical
-474
- 10.56%
$78.76 - $137.19 $37.3K - $65K
4.02K $531K
KMI
Kinder Morgan, Inc.

Energy
-939
- 2.22%
$22.59 - $28.54 $21.2K - $26.8K
41.3K $1.13M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-57
- 0.78%
$152.04 - $211.12 $8.67K - $12K
7.24K $1.47M
ISRG
Intuitive Surgical Inc

Healthcare
-22
- 0.19%
$471.27 - $550.62 $10.4K - $12.1K
11.5K $6.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.84K
- 1.95%
$94.43 - $105.47 $174K - $194K
92.7K $9.41M
BAC
Bank Of America Corp

Financial Services
-2.38K
- 2.1%
$39.22 - $47.77 $93.4K - $114K
111K $4.87M
APP
App Lovin Corp

Technology
-239
- 5.4%
$130.67 - $401.5 $31.2K - $96K
4.19K $1.36M
WSM
Williams Sonoma Inc

Consumer Cyclical
-202
- 0.75%
$129.13 - $198.21 $26.1K - $40K
26.8K $4.96M
AXON
Axon Enterprise, Inc.

Industrials
-699
- 9.29%
$399.22 - $689.78 $279K - $482K
6.83K $4.06M
CRM
Salesforce, Inc.

Technology
-216
- 0.94%
$270.87 - $367.87 $58.5K - $79.5K
22.8K $7.62M
VV
Vanguard Large Cap ETF

ETFs
-3.98K
- 0.81%
$260.27 - $280.65 $1.04M - $1.12M
486K $131M
VUG
Vanguard Growth ETF

ETFs
-9.71K
- 3.06%
$378.79 - $428.11 $3.68M - $4.16M
308K $126M
Activity Summary
Buys All Purchases 593 New Holdings 48 Increased Positions 545 Sells All Sells 431 Reductions 431 Sold out 0 Options Calls 0 Puts 0
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