Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
LBRDA
Liberty Broadband Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
14
$123.58 - $143.33 $1.73K - $2.01K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
86
$79.09 - $104.06 $6.8K - $8.95K
RSG
Republic Services, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
377
$80.0 - $96.82 $30.2K - $36.5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
162
$359.77 - $441.52 $58.3K - $71.5K
LMT
Lockheed Martin Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
53
$339.96 - $398.07 $18K - $21.1K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
200
$35.29 - $43.82 $7.06K - $8.76K
MKL
Markel Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
9
$892.91 - $1111.62 $8.04K - $10K
DHR
Danaher Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
35
$177.16 - $215.33 $6.2K - $7.54K
MTB
M&T Bank Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
11
$90.06 - $111.35 $991 - $1.22K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2020 Filed on Oct 08, 2020
1,828
$88.24 - $98.33 $161K - $180K
TXN
Texas Instruments Inc

Technology
Q3 2020 Filed on Oct 08, 2020
502
$124.8 - $147.64 $62.6K - $74.1K
TGT
Target Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
313
$117.7 - $157.42 $36.8K - $49.3K
IDXX
Idexx Laboratories Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
56
$334.54 - $406.31 $18.7K - $22.8K
MCHP
Microchip Technology Inc

Technology
Q3 2020 Filed on Oct 08, 2020
52
$48.83 - $57.35 $2.54K - $2.98K
CRM
Salesforce, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
345
$185.51 - $281.25 $64K - $97K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2020 Filed on Oct 08, 2020
1,620
$66.66 - $75.41 $108K - $122K
WIX
Wix.Com Ltd.

Technology
Q3 2020 Filed on Oct 08, 2020
78
$248.25 - $309.59 $19.4K - $24.1K
MTD
Mettler Toledo International Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
6
$804.79 - $1005.15 $4.83K - $6.03K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
140
$80.17 - $97.13 $11.2K - $13.6K
WFC
Wells Fargo & Company

Financial Services
Q3 2020 Filed on Oct 08, 2020
513
$22.83 - $26.35 $11.7K - $13.5K
VMW
Vmware, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
76
$134.48 - $153.1 $10.2K - $11.6K
RIO
Rio Tinto PLC

Basic Materials
Q3 2020 Filed on Oct 08, 2020
400
$55.98 - $65.43 $22.4K - $26.2K
ECL
Ecolab Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
56
$184.41 - $212.04 $10.3K - $11.9K
KMX
Carmax Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
121
$86.23 - $108.8 $10.4K - $13.2K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2020 Filed on Oct 08, 2020
418
$32.21 - $37.03 $13.5K - $15.5K
PFE
Pfizer Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
3,281
$31.75 - $37.25 $104K - $122K
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
729
$8.2 - $9.46 $5.98K - $6.9K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2020 Filed on Oct 08, 2020
56
$53.91 - $60.23 $3.02K - $3.37K
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
137
$29.64 - $35.44 $4.06K - $4.86K
IEF
Ishares Barclays

ETFs
Q3 2020 Filed on Oct 08, 2020
29
$121.18 - $123.06 $3.51K - $3.57K
FWONK
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
83
$32.5 - $40.25 $2.7K - $3.34K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2020 Filed on Oct 08, 2020
62
$57.0 - $67.07 $3.53K - $4.16K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2020 Filed on Oct 08, 2020
18
$55.44 - $62.69 $998 - $1.13K
CGC
Canopy Growth Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
27
$14.17 - $19.48 $383 - $526
STOR
Store Capital Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
540
$21.44 - $29.5 $11.6K - $15.9K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
270
$215.95 - $298.0 $58.3K - $80.5K
Ihs Markit LTD Shs
Q3 2020 Filed on Oct 08, 2020
227
N/A
ANET
Arista Networks, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
115
$48.78 - $66.0 $5.61K - $7.59K
HUM
Humana Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
11
$381.58 - $427.77 $4.2K - $4.71K
MMM
3 M CO

Industrials
Q3 2020 Filed on Oct 08, 2020
189
$150.41 - $172.38 $28.4K - $32.6K
KLAC
Kla Corp

Technology
Q3 2020 Filed on Oct 08, 2020
90
$171.94 - $216.63 $15.5K - $19.5K
HPQ
Hp Inc

Technology
Q3 2020 Filed on Oct 08, 2020
1,305
$16.41 - $19.85 $21.4K - $25.9K
CAT
Caterpillar Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
172
$125.73 - $153.87 $21.6K - $26.5K
AXP
American Express CO

Financial Services
Q3 2020 Filed on Oct 08, 2020
1,148
$90.57 - $107.27 $104K - $123K
AMGN
Amgen Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
676
$234.65 - $260.95 $159K - $176K
ADI
Analog Devices Inc

Technology
Q3 2020 Filed on Oct 08, 2020
124
$111.94 - $124.5 $13.9K - $15.4K
PAYC
Paycom Software, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
125
$265.49 - $321.5 $33.2K - $40.2K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q3 2020 Filed on Oct 08, 2020
1,090
$150.39 - $180.07 $164K - $196K
TDG
Trans Digm Group Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
31
$410.98 - $519.01 $12.7K - $16.1K
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