Evermay Wealth Management LLC Closed Holding Positions

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PATH
Ui Path, Inc.

Technology
Q1 2022 Filed on May 16, 2022
6
$21.59 - $43.87 $130 - $263
UDR
Udr, Inc.

Real Estate
Q1 2022 Filed on May 16, 2022
800
$53.85 - $60.79 $43.1K - $48.6K
ENB
Enbridge Inc

Energy
Q1 2022 Filed on May 16, 2022
1,300
$38.97 - $46.36 $50.7K - $60.3K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2022 Filed on May 16, 2022
355
$46.13 - $65.16 $16.4K - $23.1K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
100
$30.1 - $36.02 $3.01K - $3.6K
BP
Bp PLC

Energy
Q1 2022 Filed on May 16, 2022
2,643
$27.37 - $33.34 $72.3K - $88.1K
FLAU
Franklin Templeton ETF Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
725
$28.48 - $31.63 $20.6K - $22.9K
Coresite Rlty Corp
Q4 2021 Filed on Feb 14, 2022
200
N/A
ATUS
Altice Usa, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
375
$14.65 - $20.02 $5.49K - $7.51K
QS
Quantum Scape Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
240
$22.03 - $40.58 $5.29K - $9.74K
LRGF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 14, 2022
225
$42.09 - $46.8 $9.47K - $10.5K
Altimeter Growth Corp
Q4 2021 Filed on Feb 14, 2022
100
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
1
$65.63 - $91.55 $65.6 - $91.6
ENZL
Ishares Tr Msci New Zealand Et

ETFs
Q4 2021 Filed on Feb 14, 2022
300
$56.63 - $64.49 $17K - $19.3K
Seneca Biopharma Inc
Q2 2021 Filed on Aug 13, 2021
10,000
N/A
Federal Realty Invt Tr
Q3 2020 Filed on Nov 05, 2020
2,405
N/A
Raytheon CO
Q2 2020 Filed on Jul 20, 2020
2,583
N/A
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
Q1 2020 Filed on Apr 24, 2020
14,950
$1.8 - $3.18 $26.9K - $47.5K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 24, 2020
5,945
$20.14 - $55.75 $120K - $331K
Bb&T Corp
Q4 2019 Filed on Feb 11, 2020
10,896
N/A
Celgene Corp
Q4 2019 Filed on Feb 11, 2020
3,090
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 11, 2020
4,800
N/A
Dreyfus High Yield Strategie
Q2 2019 Filed on Jul 23, 2019
28,710
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 23, 2019
5,619
N/A
KSS
Kohls Corp

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
2,950
$45.98 - $75.48 $136K - $223K
Andeavor
Q4 2018 Filed on Jan 24, 2019
2,038
N/A
Aetna Inc New
Q4 2018 Filed on Jan 24, 2019
1,205
N/A
AL
Air Lease Corp

Industrials
Q4 2018 Filed on Jan 24, 2019
7,615
$28.73 - $45.97 $219K - $350K
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Oct 29, 2018
4,100
$54.98 - $80.08 $225K - $328K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2018 Filed on Oct 29, 2018
100
$282000.0 - $333415.0 $28.2M - $33.3M
Washingtonfirst Bankshares I
Q1 2018 Filed on May 04, 2018
45,461
N/A
Buckeye Partners L P
Q1 2018 Filed on May 04, 2018
4,277
N/A
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q1 2018 Filed on May 04, 2018
11,130
$16.85 - $20.12 $188K - $224K
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