Congress Wealth Management LLC Closed Holding Positions

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Yandex N.V. Com Cl A
Q1 2022 Filed on May 16, 2022
6,125
N/A
TKR
Timken CO

Industrials
Q1 2022 Filed on May 16, 2022
10,146
$59.41 - $74.73 $603K - $758K
QLD
Proshares Ultra Qqq

ETFs
Q1 2022 Filed on May 16, 2022
2,356
$55.72 - $90.87 $131K - $214K
EAF
Graftech International LTD

Industrials
Q1 2022 Filed on May 16, 2022
337,869
$9.2 - $12.14 $3.11M - $4.1M
GLDG
Gold Mining Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
10,241
$1.33 - $1.94 $13.6K - $19.9K
RAYS
Global X Fds Solar ETF (De)
Q1 2022 Filed on May 16, 2022
150,793
$18.7 - $23.49 $2.82M - $3.54M
EXAS
Exact Sciences Corp

Healthcare
Q1 2022 Filed on May 16, 2022
3,432
$57.56 - $82.54 $198K - $283K
ESE
Esco Technologies Inc

Technology
Q1 2022 Filed on May 16, 2022
35,668
$68.12 - $88.66 $2.43M - $3.16M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q1 2022 Filed on May 16, 2022
4,021
$44.21 - $51.71 $178K - $208K
CVET
Covetrus, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
53,834
$15.96 - $18.87 $859K - $1.02M
CBU
Community Bank System, Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
7,488
$69.47 - $77.89 $520K - $583K
CMA
Comerica Inc

Financial Services
Q1 2022 Filed on May 16, 2022
5,933
$84.49 - $101.24 $501K - $601K
CGNX
Cognex Corp

Technology
Q1 2022 Filed on May 16, 2022
2,803
$61.65 - $79.96 $173K - $224K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
2,728
$53.25 - $73.4 $145K - $200K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 16, 2022
21,786
$6.79 - $8.11 $148K - $177K
Hive Blockchain Technlgies L
Q1 2022 Filed on May 16, 2022
11,965
N/A
OXY
Occidental Petroleum Corp

Energy
Q1 2022 Filed on May 16, 2022
31,746
$31.06 - $60.96 $986K - $1.94M
NBN
Northeast Bk Lewiston Me Com

Financial Services
Q1 2022 Filed on May 16, 2022
34,702
$34.11 - $38.96 $1.18M - $1.35M
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
10,000
$15.5 - $23.93 $155K - $239K
MTCH
Match Group, Inc.

Communication Services
Q1 2022 Filed on May 16, 2022
1,962
$85.06 - $134.23 $167K - $263K
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on May 16, 2022
3,666
$135.71 - $284.87 $498K - $1.04M
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 16, 2022
30,259
$48.9 - $49.56 $1.48M - $1.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q1 2022 Filed on May 16, 2022
14,935
$50.56 - $51.05 $755K - $762K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
17,411
$42.87 - $50.75 $746K - $884K
EWUS
Ishares Msci United Kingdom Sm

ETFs
Q1 2022 Filed on May 16, 2022
16,343
$35.29 - $46.24 $577K - $756K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2022 Filed on May 16, 2022
5,289
$147.46 - $159.06 $780K - $841K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
11,790
$59.26 - $81.62 $699K - $962K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 16, 2022
4,832
$44.22 - $52.9 $214K - $256K
TXG
10x Genomics, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
3,679
$55.7 - $145.79 $205K - $536K
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