Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

  • $350 Million
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PSA
Public Storage

Real Estate
Q3 2020 Filed on Oct 08, 2020
40
$185.36 - $224.74 $7.41K - $8.99K
DELL
Dell Technologies Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
1,578
$26.24 - $34.7 $41.4K - $54.8K
GEO
Geo Group Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
710
$10.6 - $12.15 $7.53K - $8.63K
BA
Boeing CO

Industrials
Q3 2020 Filed on Oct 08, 2020
40
$146.05 - $187.94 $5.84K - $7.52K
UPWK
Upwork, Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
200
$13.4 - $17.51 $2.68K - $3.5K
CPRT
Copart Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
98
$81.5 - $106.16 $7.99K - $10.4K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
185
$95.65 - $127.11 $17.7K - $23.5K
H
Hyatt Hotels Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
36
$47.98 - $61.12 $1.73K - $2.2K
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
9
$339.25 - $394.0 $3.05K - $3.55K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
16
$10.04 - $14.2 $161 - $227
LIN
Linde PLC

Basic Materials
Q3 2020 Filed on Oct 08, 2020
423
$214.77 - $260.23 $90.8K - $110K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
93
$73.51 - $94.03 $6.84K - $8.74K
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on Oct 08, 2020
694
$22.68 - $25.49 $15.7K - $17.7K
Realpage Inc Com
Q3 2020 Filed on Oct 08, 2020
61
N/A
NSC
Norfolk Southern Corp

Industrials
Q3 2020 Filed on Oct 08, 2020
27
$170.85 - $222.94 $4.61K - $6.02K
UBER
Uber Technologies, Inc

Technology
Q3 2020 Filed on Oct 08, 2020
325
$29.42 - $37.95 $9.56K - $12.3K
SMG
Scotts Miracle Gro CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
200
$133.49 - $174.89 $26.7K - $35K
TM
Toyota Motor Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
250
$119.34 - $136.44 $29.8K - $34.1K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
47
$86.38 - $97.98 $4.06K - $4.61K
LSXMA
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
23
$32.17 - $37.26 $740 - $857
LSXMK
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
60
$32.05 - $37.01 $1.92K - $2.22K
GIS
General Mills Inc

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
0
$57.32 - $65.74 $0 - $0
EPD
Enterprise Products Partners L.P.

Energy
Q3 2020 Filed on Oct 08, 2020
780
$15.33 - $18.89 $12K - $14.7K
AEE
Ameren Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
400
$72.49 - $83.25 $29K - $33.3K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2020 Filed on Oct 08, 2020
287
$76.31 - $83.64 $21.9K - $24K
BIIB
Biogen Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
60
$264.77 - $305.71 $15.9K - $18.3K
CCL
Carnival Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
95
$13.07 - $18.53 $1.24K - $1.76K
AVB
Avalonbay Communities Inc

Real Estate
Q3 2020 Filed on Oct 08, 2020
45
$145.72 - $162.1 $6.56K - $7.29K
CME
Cme Group Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
43
$162.35 - $177.03 $6.98K - $7.61K
Noble Energy Inc Com
Q3 2020 Filed on Oct 08, 2020
310
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
235
$186.12 - $216.9 $43.7K - $51K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q3 2020 Filed on Oct 08, 2020
1,230
$89.29 - $97.31 $110K - $120K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
94
$191.29 - $240.51 $18K - $22.6K
NEWT
Newtek Business Services Corp.

Financial Services
Q3 2020 Filed on Oct 08, 2020
331
$17.13 - $19.92 $5.67K - $6.59K
XLK
Technology Sector Spdr

ETFs
Q3 2020 Filed on Oct 08, 2020
178
$104.66 - $127.03 $18.6K - $22.6K
SBUX
Starbucks Corp

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
439
$72.65 - $88.38 $31.9K - $38.8K
SRE
Sempra Energy

Utilities
Q3 2020 Filed on Oct 08, 2020
462
$114.5 - $134.66 $52.9K - $62.2K
ORI
Old Republic International Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
328
$14.09 - $17.4 $4.62K - $5.71K
SQ
Block, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
75
$113.39 - $166.66 $8.5K - $12.5K
ELV
Elevance Health, Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
32
$245.73 - $284.63 $7.86K - $9.11K
DG
Dollar General Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
122
$186.46 - $209.8 $22.7K - $25.6K
VMC
Vulcan Materials CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
77
$115.96 - $135.54 $8.93K - $10.4K
AKAM
Akamai Technologies Inc

Technology
Q3 2020 Filed on Oct 08, 2020
130
$104.11 - $119.57 $13.5K - $15.5K
WM
Waste Management Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
70
$102.08 - $117.07 $7.15K - $8.19K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Oct 08, 2020
66
$40.44 - $45.55 $2.67K - $3.01K
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
25
$176.93 - $228.63 $4.42K - $5.72K
MDT
Medtronic PLC

Healthcare
Q3 2020 Filed on Oct 08, 2020
524
$90.13 - $108.78 $47.2K - $57K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
373
$59.32 - $70.5 $22.1K - $26.3K
AFG
American Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
732
$56.83 - $69.63 $41.6K - $51K
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