Essex Financial Services, Inc. Closed Holding Positions

Essex Financial Services, Inc.

  • $2.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 01, 2022
3,116
$54.29 - $67.38 $169K - $210K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q2 2022 Filed on Aug 01, 2022
14,642
$25.93 - $42.92 $380K - $628K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 01, 2022
5,525
$42.05 - $47.77 $232K - $264K
NVCR
Novo Cure LTD

Healthcare
Q2 2022 Filed on Aug 01, 2022
3,407
$56.6 - $89.9 $193K - $306K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 01, 2022
1,725
$86.5 - $128.27 $149K - $221K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q2 2022 Filed on Aug 01, 2022
8,455
$17.01 - $26.16 $144K - $221K
Peoples Bk Bridgeport Cn
Q2 2022 Filed on Aug 01, 2022
39,049
N/A
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q2 2022 Filed on Aug 01, 2022
2,098
$82.08 - $99.85 $172K - $209K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Aug 01, 2022
8,772
$39.36 - $55.39 $345K - $486K
MPV
Barings Participation Investors

Financial Services
Q2 2022 Filed on Aug 01, 2022
27,176
$12.14 - $13.35 $330K - $363K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
5,014
$37.9 - $46.81 $190K - $235K
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
Q2 2022 Filed on Aug 01, 2022
11,800
$8.93 - $10.43 $105K - $123K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
Q2 2022 Filed on Aug 01, 2022
3,579
$46.26 - $62.03 $166K - $222K
LITE
Lumentum Holdings Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
2,271
$75.21 - $95.5 $171K - $217K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2022 Filed on Aug 01, 2022
4,504
$27.2 - $48.94 $123K - $220K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2022 Filed on Aug 01, 2022
2,479
$100.93 - $135.03 $250K - $335K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q2 2022 Filed on Aug 01, 2022
1,384
$112.92 - $149.99 $156K - $208K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2022 Filed on Aug 01, 2022
1,333
$126.33 - $165.01 $168K - $220K
SGDJ
Sprott ETF Trj R Gold Miners E

ETFs
Q2 2022 Filed on Aug 01, 2022
5,815
$28.11 - $45.99 $163K - $267K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Aug 01, 2022
12,863
$33.85 - $40.03 $435K - $515K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
12,690
$23.77 - $36.27 $302K - $460K
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
631
$224.73 - $338.64 $142K - $214K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
12,300
$7.84 - $8.4 $96.4K - $103K
Invesco Exchange Traded Fd Tr Ii S&P Midcp Low
Q4 2021 Filed on Feb 11, 2022
9,357
N/A
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
7,480
$75.71 - $79.58 $566K - $595K
Sprott Focus Tr Inc
Q4 2021 Filed on Feb 11, 2022
271,121
N/A
Rio Tinto
Q4 2021 Filed on Feb 11, 2022
17,634
N/A
FXA
Invesco Currency Shares Australian Dollar Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
4,020
$69.53 - $74.9 $280K - $301K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q4 2021 Filed on Feb 11, 2022
4,886
$40.03 - $52.83 $196K - $258K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 11, 2022
1,225
N/A
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
11,330
$14.6 - $15.16 $165K - $172K
SPAK
ETF Ser Solutions Defiance Nex
Q4 2021 Filed on Feb 11, 2022
11,875
N/A
Starwood Ppty Tr Inc
Q4 2021 Filed on Feb 11, 2022
10,928
N/A
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 11, 2022
1,925
$117.89 - $161.28 $227K - $310K
General Electric CO
Q4 2021 Filed on Feb 11, 2022
17,923
N/A
CVEO
Civeo Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
10,066
$18.5 - $23.37 $186K - $235K
PRTK
Paratek Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
13,800
$4.07 - $5.3 $56.2K - $73.1K
BSM
Black Stone Minerals, L.P.

Energy
Q4 2021 Filed on Feb 11, 2022
11,480
$9.96 - $12.63 $114K - $145K
AN
Autonation, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,837
$110.56 - $131.04 $203K - $241K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Nov 10, 2021
11,629
$13.74 - $14.43 $160K - $168K
IBDN
Ishares Ibonds Dec 2022 Term C

ETFs
Q3 2021 Filed on Nov 10, 2021
9,472
N/A
IBDO
Ishares Ibonds Dec 2023 Term C

ETFs
Q3 2021 Filed on Nov 10, 2021
8,656
$25.98 - $26.06 $225K - $226K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Nov 10, 2021
1,771
$99.0 - $118.93 $175K - $211K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
7,225
$53.32 - $64.49 $385K - $466K
VNOM
Viper Energy Partners LP

Energy
Q3 2021 Filed on Nov 10, 2021
11,857
$16.25 - $22.1 $193K - $262K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
Q3 2021 Filed on Nov 10, 2021
13,986
$13.46 - $14.14 $188K - $198K
TMQ
Trilogy Metals Inc.

Basic Materials
Q3 2021 Filed on Nov 10, 2021
28,800
$1.76 - $2.51 $50.7K - $72.3K
RGLD
Royal Gold Inc

Basic Materials
Q3 2021 Filed on Nov 10, 2021
3,119
$95.49 - $121.52 $298K - $379K
SAND
Sandstorm Gold LTD

Basic Materials
Q3 2021 Filed on Nov 10, 2021
10,682
$5.6 - $7.96 $59.8K - $85K
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