Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ZEN
Zendesk, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
23
$85.26 - $106.79 $1.96K - $2.46K
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
31
$956.62 - $1225.45 $29.7K - $38K
GLOB
Globant S.A.

Technology
Q3 2020 Filed on Oct 08, 2020
80
$152.49 - $188.57 $12.2K - $15.1K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
200
$15.89 - $50.51 $3.18K - $10.1K
BP
Bp PLC

Energy
Q3 2020 Filed on Oct 08, 2020
100
$17.46 - $24.26 $1.75K - $2.43K
UTHR
United Therapeutics Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
73
$99.9 - $121.13 $7.29K - $8.84K
ADBE
Adobe Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
299
$426.29 - $533.8 $127K - $160K
PGR
Progressive Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
31
$77.37 - $97.36 $2.4K - $3.02K
Gci Liberty Inc Com Class A
Q3 2020 Filed on Oct 08, 2020
47
N/A
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
22
$419.41 - $482.62 $9.23K - $10.6K
ZS
Zscaler, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
200
$110.21 - $159.36 $22K - $31.9K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
26
$171.09 - $196.59 $4.45K - $5.11K
AEG
Aegon Nv

Financial Services
Q3 2020 Filed on Oct 08, 2020
306
$2.32 - $3.47 $710 - $1.06K
LEN
Lennar Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
69
$59.78 - $81.68 $4.12K - $5.64K
SLB
Schlumberger Limited

Energy
Q3 2020 Filed on Oct 08, 2020
44
$15.56 - $20.36 $685 - $896
CVS
Cvs Health Corp

Healthcare
Q3 2020 Filed on Oct 08, 2020
310
$56.71 - $65.71 $17.6K - $20.4K
AMP
Ameriprise Financial Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
18
$143.29 - $162.55 $2.58K - $2.93K
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
750
$50.42 - $57.27 $37.8K - $43K
CGNX
Cognex Corp

Technology
Q3 2020 Filed on Oct 08, 2020
70
$59.05 - $71.52 $4.13K - $5.01K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
600
$49.46 - $57.98 $29.7K - $34.8K
ADP
Automatic Data Processing Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
103
$128.72 - $150.73 $13.3K - $15.5K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,655
$50.91 - $60.77 $84.3K - $101K
Micro Focus Intl PLC Spon Adr New
Q3 2020 Filed on Oct 08, 2020
218
N/A
VRSK
Verisk Analytics, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
29
$172.42 - $192.79 $5K - $5.59K
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
18
$0.97 - $1.57 $17.5 - $28.3
SO
Southern CO

Utilities
Q3 2020 Filed on Oct 08, 2020
507
$51.56 - $55.78 $26.1K - $28.3K
BKI
Black Knight, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
119
$69.08 - $87.05 $8.22K - $10.4K
BDX
Becton Dickinson & CO

Healthcare
Q3 2020 Filed on Oct 08, 2020
66
$215.77 - $276.76 $14.2K - $18.3K
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2020 Filed on Oct 08, 2020
13
$167.03 - $201.3 $2.17K - $2.62K
Hexo Corp Com
Q3 2020 Filed on Oct 08, 2020
201
N/A
IQV
Iqvia Holdings Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
19
$141.28 - $169.75 $2.68K - $3.23K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
100
$22.13 - $31.38 $2.21K - $3.14K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
2,414
$27.55 - $40.59 $66.5K - $98K
BRO
Brown & Brown, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
116
$40.64 - $47.18 $4.71K - $5.47K
Brookfield Ppty Reit Inc Cl A
Q3 2020 Filed on Oct 08, 2020
53
N/A
Monmouth Real Estate Invt Corp Cl A
Q3 2020 Filed on Oct 08, 2020
600
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
778
$34.67 - $43.16 $27K - $33.6K
BAM
Brookfield Asset Management Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
403
$31.76 - $34.86 $12.8K - $14K
CNP
Centerpoint Energy Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
428
$18.86 - $20.98 $8.07K - $8.98K
DOW
Dow Inc.

Basic Materials
Q3 2020 Filed on Oct 08, 2020
1,507
$39.44 - $51.07 $59.4K - $77K
ACGL
Arch Capital Group Ltd.

Financial Services
Q3 2020 Filed on Oct 08, 2020
159
$27.04 - $32.85 $4.3K - $5.22K
KKR
Kkr & Co. Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
288
$30.8 - $37.01 $8.87K - $10.7K
ALC
Alcon Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
142
$55.23 - $62.39 $7.84K - $8.86K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
187
$231.04 - $500.53 $43.2K - $93.6K
AZN
Astrazeneca PLC

Healthcare
Q3 2020 Filed on Oct 08, 2020
2,398
$53.07 - $61.1 $127K - $147K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
81
$28.43 - $31.93 $2.3K - $2.59K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
888
$5.35 - $5.95 $4.75K - $5.28K
Danaher Corporation 0 Percent 01/22/2021
Q3 2020 Filed on Oct 08, 2020
1,000
N/A
VNO
Vornado Realty Trust

Real Estate
Q3 2020 Filed on Oct 08, 2020
21
$32.24 - $38.63 $677 - $811
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