Cottonwood Capital Advisors, LLC Sells in Q3 2024

Cottonwood Capital Advisors, LLC

  • $128 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-125
- 3.46%
$194.9 - $224.8 $24.4K - $28.1K
3.49K $735K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 2.03%
$801.83 - $917.05 $6.41K - $7.34K
387 $343K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-683
- 5.83%
$32.65 - $36.69 $22.3K - $25.1K
11K $401K
FEMB
First Tr ETF Emerging Markets

ETFs
-1.7K
- 5.13%
$26.93 - $29.14 $45.7K - $49.5K
31.4K $909K
WMB
Williams Companies, Inc.

Energy
-193
- 2.59%
$41.24 - $46.22 $7.96K - $8.92K
7.27K $331K
PEP
Pepsico Inc

Consumer Defensive
-51
- 0.96%
$161.9 - $179.3 $8.26K - $9.14K
5.25K $892K
FAB
First Tr Multi Cap Value Alpha

ETFs
-96
- 1.91%
$77.64 - $85.16 $7.45K - $8.18K
4.94K $417K
ZION
Zions Bancorporation, National Association

Financial Services
-692
- 4.97%
$42.49 - $52.53 $29.4K - $36.4K
13.2K $624K
PG
Procter & Gamble CO

Consumer Defensive
-121
- 2.27%
$160.76 - $177.82 $19.5K - $21.5K
5.21K $901K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-491
- 3.56%
$71.19 - $76.59 $35K - $37.6K
13.3K $1.02M
RDVY
First Trust Rising Dividend Ac

ETFs
-7.89K
- 7.14%
$53.68 - $59.24 $423K - $467K
103K $6.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-86
- 8.63%
$213.3 - $270.78 $18.3K - $23.3K
910 $246K
NEE
Nextera Energy Inc

Utilities
-212
- 6.41%
$69.9 - $84.97 $14.8K - $18K
3.1K $261K
ACN
Accenture PLC

Technology
-26
- 3.5%
$295.44 - $355.81 $7.68K - $9.25K
716 $253K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-2
- 0.11%
$108.65 - $139.41 $217 - $279
1.84K $255K
KBA
Kraneshares Bosera Msci China

ETFs
-439
- 3.89%
$20.7 - $25.93 $9.09K - $11.4K
10.8K $280K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-201
- 3.33%
$56.16 - $68.57 $11.3K - $13.8K
5.84K $387K
UNH
Unitedhealth Group Inc

Healthcare
-18
- 2.62%
$488.01 - $604.18 $8.78K - $10.9K
670 $391K
AXP
American Express CO

Financial Services
-5
- 0.47%
$225.92 - $271.17 $1.13K - $1.36K
1.07K $289K
PGR
Progressive Corp

Financial Services
-4
- 0.4%
$209.46 - $259.24 $838 - $1.04K
992 $251K
PM
Philip Morris International Inc.

Consumer Defensive
-45
- 1.6%
$101.25 - $127.45 $4.56K - $5.74K
2.76K $335K
META
Meta Platforms, Inc.

Communication Services
-2
- 0.22%
$453.41 - $572.44 $907 - $1.14K
905 $518K
WMT
Walmart Inc.

Consumer Defensive
-190
- 2.96%
$66.91 - $81.4 $12.7K - $15.5K
6.22K $502K
UNP
Union Pacific Corp

Industrials
-12
- 0.33%
$221.78 - $256.09 $2.66K - $3.07K
3.64K $895K
IBM
International Business Machines Corp

Technology
-12
- 0.72%
$175.1 - $223.38 $2.1K - $2.68K
1.66K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 1.64%
$245.82 - $304.51 $16K - $19.8K
3.89K $1.18M
AAPL
Apple Inc.

Technology
-300
- 2.46%
$207.23 - $234.82 $62.2K - $70.4K
11.9K $2.77M
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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