Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
HUBS
Hubspot Inc

Technology
Q3 2020 Filed on Oct 08, 2020
54
$211.99 - $314.25 $11.4K - $17K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2020 Filed on Oct 08, 2020
30
$78.5 - $100.64 $2.36K - $3.02K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
29
$85.97 - $104.24 $2.49K - $3.02K
PD
Pager Duty, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
190
$23.4 - $36.65 $4.45K - $6.96K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
180
$15.47 - $23.8 $2.78K - $4.28K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
60
$97.0 - $143.69 $5.82K - $8.62K
TER
Teradyne, Inc

Technology
Q3 2020 Filed on Oct 08, 2020
30
$74.92 - $91.98 $2.25K - $2.76K
PHR
Phreesia, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
37
$27.0 - $33.05 $999 - $1.22K
HCAT
Health Catalyst, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
35
$28.55 - $36.91 $999 - $1.29K
CRNC
Cerence Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
50
$34.73 - $61.6 $1.74K - $3.08K
Bristol Myers Squibb CO Contngnt Val Rt
Q3 2020 Filed on Oct 08, 2020
92
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q3 2020 Filed on Oct 08, 2020
183
$75.2 - $142.66 $13.8K - $26.1K
APH
Amphenol Corp

Technology
Q3 2020 Filed on Oct 08, 2020
25
$47.23 - $56.48 $1.18K - $1.41K
UITB
Usaa ETF Tr Core Intermediate

ETFs
Q3 2020 Filed on Oct 08, 2020
41
$53.86 - $54.88 $2.21K - $2.25K
SWN
Southwestern Energy CO

Energy
Q3 2020 Filed on Oct 08, 2020
500
$2.34 - $3.13 $1.17K - $1.57K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
5,188
$255.65 - $303.1 $1.33M - $1.57M
RDFN
Redfin Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
255
$35.54 - $52.0 $9.06K - $13.3K
ATO
Atmos Energy Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
158
$92.0 - $106.04 $14.5K - $16.8K
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Oct 08, 2020
25,296
$59.54 - $70.37 $1.51M - $1.78M
VLO
Valero Energy Corp

Energy
Q3 2020 Filed on Oct 08, 2020
60
$43.32 - $59.69 $2.6K - $3.58K
DOCU
Docusign, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
35
$178.96 - $268.8 $6.26K - $9.41K
SMAR
Smartsheet Inc

Technology
Q3 2020 Filed on Oct 08, 2020
36
$41.04 - $59.64 $1.48K - $2.15K
INSP
Inspire Medical Systems, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
20
$87.5 - $130.91 $1.75K - $2.62K
AMX
America Movil Sab De Cv

Communication Services
Q3 2020 Filed on Oct 08, 2020
3,610
$11.71 - $13.67 $42.3K - $49.3K
CARR
Carrier Global Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
478
$22.61 - $31.03 $10.8K - $14.8K
Brookfield Infrastructure Corp Com Sb Vtg Shs A
Q3 2020 Filed on Oct 08, 2020
72
N/A
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
Q3 2020 Filed on Oct 08, 2020
18
$109.0 - $180.69 $1.96K - $3.25K
HQY
Healthequity, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
36
$46.15 - $61.64 $1.66K - $2.22K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
2,305
$438.66 - $548.61 $1.01M - $1.26M
NEWR
New Relic, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
50
$53.62 - $73.5 $2.68K - $3.68K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
10
$47.98 - $72.16 $480 - $722
CDNS
Cadence Design Systems Inc

Technology
Q3 2020 Filed on Oct 08, 2020
30
$97.07 - $117.09 $2.91K - $3.51K
AVAV
Aero Vironment Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
46
$60.01 - $85.81 $2.76K - $3.95K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
50
$53.74 - $73.49 $2.69K - $3.67K
APPF
Appfolio Inc

Technology
Q3 2020 Filed on Oct 08, 2020
23
$136.12 - $174.73 $3.13K - $4.02K
LOB
Live Oak Bancshares, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
148
$13.38 - $26.16 $1.98K - $3.87K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
44
$107.35 - $118.91 $4.72K - $5.23K
FIVN
Five9, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
9
$110.56 - $129.86 $995 - $1.17K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
239
$55.78 - $65.34 $13.3K - $15.6K
Magnite Inc Com
Q3 2020 Filed on Oct 08, 2020
160
N/A
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
2,455
$544.75 - $658.21 $1.34M - $1.62M
ZBRA
Zebra Technologies Corp

Technology
Q3 2020 Filed on Oct 08, 2020
30
$248.73 - $294.36 $7.46K - $8.83K
NOW
Service Now, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
8
$401.87 - $499.69 $3.21K - $4K
NEO
Neogenomics Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
36
$33.26 - $40.48 $1.2K - $1.46K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2020 Filed on Oct 08, 2020
100
$56.82 - $85.85 $5.68K - $8.59K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
25,554
$39.04 - $47.92 $998K - $1.22M
CDW
Cdw Corp

Technology
Q3 2020 Filed on Oct 08, 2020
15
$108.81 - $119.53 $1.63K - $1.79K
Xilinx Inc Com
Q3 2020 Filed on Oct 08, 2020
35
N/A
MASI
Masimo Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
19
$209.49 - $246.81 $3.98K - $4.69K
Track This Portfolio

Track Engrave Wealth Partners LLC Portfolio

Follow Engrave Wealth Partners 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 Engrave Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Engrave Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email