Focused Wealth Management, Inc Sells in Q3 2024

Focused Wealth Management, Inc

  • $746 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-58.5K
- 27.27%
$91.42 - $91.82 $5.34M - $5.37M
156K $14.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-21.4K
- 5.55%
$100.3 - $100.74 $2.15M - $2.16M
365K $36.7M
GOOGL
Alphabet Inc.

Communication Services
-584
- 1.69%
$148.65 - $191.18 $86.8K - $112K
33.9K $5.62M
PINS
Pinterest, Inc.

Communication Services
-900
- 4.32%
$28.66 - $43.51 $25.8K - $39.2K
19.9K $645K
AMAT
Applied Materials Inc

Technology
-170
- 2.88%
$174.88 - $254.97 $29.7K - $43.3K
5.74K $1.16M
DXCM
Dexcom Inc

Healthcare
-859
- 39.64%
$64.0 - $116.06 $55K - $99.7K
1.31K $87K
NVO
Novo Nordisk A S

Healthcare
-30
- 0.56%
$119.07 - $145.42 $3.57K - $4.36K
5.34K $635K
C
Citigroup Inc

Financial Services
-1.42K
- 3.19%
$56.11 - $67.61 $79.6K - $95.9K
43K $2.69M
BAC
Bank Of America Corp

Financial Services
-1.82K
- 1.3%
$36.65 - $44.13 $66.6K - $80.2K
138K $5.46M
NUE
Nucor Corp

Basic Materials
-2
- 0.02%
$137.77 - $166.14 $276 - $332
9.55K $1.44M
CSCO
Cisco Systems, Inc.

Technology
-2.27K
- 18.66%
$44.74 - $53.22 $102K - $121K
9.91K $527K
XOM
Exxon Mobil Corp

Energy
-840
- 3.38%
$109.72 - $119.0 $92.2K - $100K
24K $2.81M
PEP
Pepsico Inc

Consumer Defensive
-293
- 11.83%
$161.9 - $179.3 $47.4K - $52.5K
2.18K $371K
FCX
Freeport Mcmoran Inc

Basic Materials
-606
- 7.98%
$39.52 - $51.92 $23.9K - $31.5K
6.99K $348K
VGIT
Vanguard Intermediate Term Tre

ETFs
-211
- 5.79%
$57.8 - $60.8 $12.2K - $12.8K
3.43K $207K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-665
- 4.85%
$13.24 - $14.64 $8.8K - $9.74K
13K $190K
Ge Vernova Inc
-6
- 0.23%
N/A
2.64K $0
Ge Healthcare Technologies I
-7
- 0.22%
N/A
3.16K $0
SQ
Block, Inc.

Technology
-50
- 3.38%
$57.21 - $72.07 $2.86K - $3.6K
1.43K $95K
OEF
Ishares S&P 100 ETF

ETFs
-6
- 0.44%
$266.03 - $266.03 $1.6K - $1.6K
1.35K $359K
AMD
Advanced Micro Devices Inc

Technology
-10
- 0.62%
$128.67 - $183.96 $1.29K - $1.84K
1.61K $264K
HYD
Vaneck High Yield Muni ETF

ETFs
-175
- 2.4%
$51.46 - $53.07 $9.01K - $9.29K
7.11K $377K
FSLY
Fastly, Inc.

Technology
-275
- 1.62%
$5.63 - $8.21 $1.55K - $2.26K
16.7K $126K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-204
- 4.66%
$71.19 - $76.59 $14.5K - $15.6K
4.17K $319K
STKL
Sun Opta Inc.

Consumer Defensive
-600
- 5.51%
$5.01 - $6.83 $3.01K - $4.1K
10.3K $65K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-116
- 2.91%
$57.32 - $62.65 $6.65K - $7.27K
3.87K $241K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-112
- 2.5%
$63.28 - $70.06 $7.09K - $7.85K
4.37K $306K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-330
- 5.04%
$48.51 - $52.86 $16K - $17.4K
6.22K $328K
OKE
Oneok Inc

Energy
-148
- 4.42%
$78.62 - $95.27 $11.6K - $14.1K
3.2K $291K
VFH
Vanguard Financial ETF

ETFs
-181
- 4.57%
$99.27 - $111.21 $18K - $20.1K
3.78K $415K
DOCN
Digital Ocean Holdings, Inc.

Technology
-330
- 3.73%
$27.27 - $43.23 $9K - $14.3K
8.52K $344K
RH
Rh

Consumer Cyclical
-56
- 8.43%
$237.89 - $348.93 $13.3K - $19.5K
608 $203K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1
- 0.02%
$175.46 - $203.3 $175 - $203
5.31K $1.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-804
- 5.49%
$39.95 - $45.86 $32.1K - $36.9K
13.9K $632K
PCT
Pure Cycle Technologies, Inc.

Industrials
-300
- 2.26%
$4.69 - $10.17 $1.41K - $3.05K
13K $123K
VTI
Vanguard Total Stock Market Et

ETFs
-146
- 2.59%
$255.18 - $283.2 $37.3K - $41.3K
5.5K $1.56M
SHOP
Shopify Inc.

Technology
-778
- 9.66%
$52.26 - $80.75 $40.7K - $62.8K
7.27K $582K
MTB
M&T Bank Corp

Financial Services
-10
- 0.44%
$146.49 - $179.85 $1.46K - $1.8K
2.27K $404K
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.09%
$520.18 - $576.82 $1.04K - $1.15K
2.2K $1.27M
VHT
Vanguard Health Care ETF

ETFs
-35
- 0.69%
$261.88 - $288.1 $9.17K - $10.1K
5.05K $1.43M
ROKU
Roku, Inc

Communication Services
-85
- 1.43%
$51.67 - $77.48 $4.39K - $6.59K
5.87K $437K
PFE
Pfizer Inc

Healthcare
-608
- 0.58%
$27.7 - $31.39 $16.8K - $19.1K
105K $3.03M
IIPR
Innovative Industrial Properties Inc

Real Estate
-111
- 2.81%
$107.56 - $136.78 $11.9K - $15.2K
3.84K $517K
JNJ
Johnson & Johnson

Healthcare
-132
- 1.3%
$145.48 - $167.38 $19.2K - $22.1K
10.1K $1.63M
VGT
Vanguard Information Technolog

ETFs
-4
- 0.02%
$514.43 - $606.85 $2.06K - $2.43K
16.2K $9.52M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-346
- 0.94%
$285.48 - $330.24 $98.8K - $114K
36.7K $11.8M
WMT
Walmart Inc.

Consumer Defensive
-235
- 0.99%
$66.91 - $81.4 $15.7K - $19.1K
23.6K $1.9M
GE
General Electric CO

Industrials
-14
- 0.13%
$156.66 - $189.66 $2.19K - $2.66K
10.7K $2.02M
IBM
International Business Machines Corp

Technology
-113
- 0.99%
$175.1 - $223.38 $19.8K - $25.2K
11.3K $2.5M
Activity Summary
Buys All Purchases 138 New Holdings 50 Increased Positions 88 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 23 Puts 8
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