Engrave Wealth Partners LLC Closed Holding Positions

Engrave Wealth Partners LLC

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

Technology
Q3 2020 Filed on Oct 08, 2020
493
$1.91 - $4.49 $942 - $2.21K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2020 Filed on Oct 08, 2020
355
$55.28 - $70.72 $19.6K - $25.1K
CB
Chubb LTD

Financial Services
Q3 2020 Filed on Oct 08, 2020
505
$113.85 - $136.03 $57.5K - $68.7K
SHW
Sherwin Williams CO

Basic Materials
Q3 2020 Filed on Oct 08, 2020
29
$192.01 - $239.2 $5.57K - $6.94K
Unilever N V N Y Shs New
Q3 2020 Filed on Oct 08, 2020
66
N/A
CGEN
Compugen LTD

Healthcare
Q3 2020 Filed on Oct 08, 2020
590
$14.16 - $19.45 $8.35K - $11.5K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
102
$58.03 - $70.74 $5.92K - $7.22K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
25
$141.89 - $158.84 $3.55K - $3.97K
TT
Trane Technologies PLC

Industrials
Q3 2020 Filed on Oct 08, 2020
199
$88.86 - $124.87 $17.7K - $24.8K
F
Ford Motor CO

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
2,719
$5.84 - $7.28 $15.9K - $19.8K
CVNA
Carvana Co.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
285
$125.38 - $227.19 $35.7K - $64.7K
DEO
Diageo PLC

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
29
$127.94 - $149.93 $3.71K - $4.35K
ALL
Allstate Corp

Financial Services
Q3 2020 Filed on Oct 08, 2020
100
$85.82 - $97.25 $8.58K - $9.73K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
47
$47.67 - $58.29 $2.24K - $2.74K
IYF
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
1
$54.05 - $60.26 $54.1 - $60.3
CMA
Comerica Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
532
$33.4 - $42.15 $17.8K - $22.4K
Ubs Ag Fi Enhanced Europe 50 Etn
Q3 2020 Filed on Oct 08, 2020
259
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q3 2020 Filed on Oct 08, 2020
91
$133.75 - $162.85 $12.2K - $14.8K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2020 Filed on Oct 08, 2020
50
$187.81 - $222.93 $9.39K - $11.1K
PLD
Prologis, Inc.

Real Estate
Q3 2020 Filed on Oct 08, 2020
178
$92.1 - $106.17 $16.4K - $18.9K
TTD
Trade Desk, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
115
$41.86 - $51.88 $4.81K - $5.97K
MA
Mastercard Inc

Financial Services
Q3 2020 Filed on Oct 08, 2020
87
$290.18 - $366.12 $25.2K - $31.9K
NTNX
Nutanix, Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
365
$20.35 - $28.71 $7.43K - $10.5K
FRC
First Republic Bank

Financial Services
Q3 2020 Filed on Oct 08, 2020
31
$100.94 - $119.36 $3.13K - $3.7K
SBAC
Sba Communications Corp

Real Estate
Q3 2020 Filed on Oct 08, 2020
37
$291.56 - $323.35 $10.8K - $12K
URI
United Rentals, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
65
$143.66 - $184.58 $9.34K - $12K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Oct 08, 2020
450
$34.22 - $38.31 $15.4K - $17.2K
ZTS
Zoetis Inc.

Healthcare
Q3 2020 Filed on Oct 08, 2020
302
$137.1 - $165.37 $41.4K - $49.9K
AEP
American Electric Power CO Inc

Utilities
Q3 2020 Filed on Oct 08, 2020
332
$77.82 - $89.28 $25.8K - $29.6K
ACN
Accenture PLC

Technology
Q3 2020 Filed on Oct 08, 2020
193
$214.42 - $247.18 $41.4K - $47.7K
ETR
Entergy Corp

Utilities
Q3 2020 Filed on Oct 08, 2020
390
$94.83 - $105.7 $37K - $41.2K
EIX
Edison International

Utilities
Q3 2020 Filed on Oct 08, 2020
844
$49.3 - $56.71 $41.6K - $47.9K
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2020 Filed on Oct 08, 2020
206
$76.19 - $93.3 $15.7K - $19.2K
BFB
Brown Forman Corp Cl B
Q3 2020 Filed on Oct 08, 2020
27
N/A
Mcdermott Intl Inc Com
Q3 2020 Filed on Oct 08, 2020
5,237
N/A
ZG
Zillow Group, Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
245
$57.75 - $101.54 $14.1K - $24.9K
OMC
Omnicom Group Inc.

Communication Services
Q3 2020 Filed on Oct 08, 2020
270
$48.81 - $57.01 $13.2K - $15.4K
ENB
Enbridge Inc

Energy
Q3 2020 Filed on Oct 08, 2020
1,874
$29.2 - $33.98 $54.7K - $63.7K
PTC
Ptc Inc.

Technology
Q3 2020 Filed on Oct 08, 2020
9
$76.59 - $97.6 $689 - $878
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2020 Filed on Oct 08, 2020
15
$190.43 - $255.04 $2.86K - $3.83K
EBF
Ennis, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
1,375
$16.28 - $18.54 $22.4K - $25.5K
FWONA
Liberty Media Corp

Communication Services
Q3 2020 Filed on Oct 08, 2020
7
$29.96 - $37.58 $210 - $263
DVY
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
2,881
$77.43 - $86.72 $223K - $250K
SPGI
S&P Global Inc.

Financial Services
Q3 2020 Filed on Oct 08, 2020
6
$333.25 - $378.41 $2K - $2.27K
GWW
W.W. Grainger, Inc.

Industrials
Q3 2020 Filed on Oct 08, 2020
65
$307.96 - $370.5 $20K - $24.1K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q3 2020 Filed on Oct 08, 2020
10,752
$10.69 - $11.73 $115K - $126K
KSU
Kansas City Southern

Industrials
Q3 2020 Filed on Oct 08, 2020
150
N/A
Alexion Pharmaceuticals Inc Com
Q3 2020 Filed on Oct 08, 2020
92
N/A
IEFA
Ishares Tr

ETFs
Q3 2020 Filed on Oct 08, 2020
136
$57.43 - $62.28 $7.81K - $8.47K
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