Forvis Wealth Advisors, LLC Closed Holding Positions

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KSS
Kohls Corp

Consumer Cyclical
Q2 2022 Filed on Jul 22, 2022
5,869
$35.69 - $61.42 $209K - $360K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Jul 22, 2022
8,207
$61.24 - $72.68 $503K - $596K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 22, 2022
4,625
$29.26 - $50.96 $135K - $236K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q2 2022 Filed on Jul 22, 2022
8,728
$23.96 - $30.44 $209K - $266K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2022 Filed on Jul 22, 2022
2,461
$86.2 - $103.37 $212K - $254K
Cerner Corp
Q2 2022 Filed on Jul 22, 2022
8,798
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
3,118
$56.85 - $68.24 $177K - $213K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
2,039
$56.81 - $112.28 $116K - $229K
TELL
Tellurian Inc.

Energy
Q1 2022 Filed on May 10, 2022
16,500
$2.26 - $5.84 $37.3K - $96.4K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,154
$191.79 - $236.3 $221K - $273K
SPG
Simon Property Group Inc

Real Estate
Q1 2022 Filed on May 10, 2022
1,346
$128.19 - $163.16 $173K - $220K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,600
$116.51 - $209.93 $186K - $336K
World Gold Tr
Q1 2022 Filed on May 10, 2022
168,317
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
14,278
$14.12 - $19.06 $202K - $272K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
1,084
$93.61 - $194.94 $101K - $211K
IS
Iron Source LTD

Technology
Q1 2022 Filed on May 10, 2022
10,000
$4.56 - $7.94 $45.6K - $79.4K
Ishares Tr
Q4 2021 Filed on Jan 14, 2022
18,275
N/A
Ishares Tr
Q4 2021 Filed on Jan 14, 2022
8,004
N/A
Nuveen Tax Advantaged Divid
Q4 2021 Filed on Jan 14, 2022
33,517
N/A
General Electric CO
Q3 2021 Filed on Oct 14, 2021
56,848
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2021 Filed on Oct 14, 2021
1,755
$230.42 - $251.05 $404K - $441K
WDC
Western Digital Corp

Technology
Q3 2021 Filed on Oct 14, 2021
2,894
$55.47 - $70.89 $161K - $205K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Oct 14, 2021
12,329
N/A
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Jul 14, 2021
1,093
$259.0 - $414.71 $283K - $453K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Jul 14, 2021
1,230
$179.3 - $226.77 $221K - $279K
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Jul 14, 2021
5,386
$36.61 - $41.42 $197K - $223K
SQ
Block, Inc.

Technology
Q2 2021 Filed on Jul 14, 2021
972
$197.13 - $273.23 $192K - $266K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on Apr 23, 2021
912
$263.04 - $306.97 $240K - $280K
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
459
$228.3 - $272.92 $105K - $125K
CDNS
Cadence Design Systems Inc

Technology
Q1 2021 Filed on Apr 23, 2021
4,588
$119.68 - $147.44 $549K - $676K
Tiffany & CO New
Q1 2021 Filed on Apr 23, 2021
2,075
N/A
HUM
Humana Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
576
$375.15 - $447.69 $216K - $258K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on Apr 23, 2021
1,780
$127.21 - $148.97 $226K - $265K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 23, 2021
349
$594.92 - $768.57 $208K - $268K
BDX
Becton Dickinson & CO

Healthcare
Q1 2021 Filed on Apr 23, 2021
1,391
$232.09 - $256.88 $323K - $357K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on Apr 23, 2021
5,746
$88.45 - $112.7 $508K - $648K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on Apr 23, 2021
8,146
$88.0 - $103.81 $717K - $846K
AWI
Armstrong World Industries Inc

Industrials
Q1 2021 Filed on Apr 23, 2021
4,294
$71.11 - $96.35 $305K - $414K
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on Apr 23, 2021
2,605
$378.13 - $512.69 $985K - $1.34M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 23, 2021
178
$1886.09 - $2461.78 $336K - $438K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on Apr 23, 2021
6,175
$98.24 - $120.96 $607K - $747K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on Apr 23, 2021
5,154
$93.41 - $120.44 $481K - $621K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on Apr 23, 2021
4,034
$146.77 - $175.03 $592K - $706K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 23, 2021
4,065
$122.53 - $146.42 $498K - $595K
National Oilwell Varco Inc
Q1 2021 Filed on Apr 23, 2021
26,063
N/A
PXD
Pioneer Natural Resources CO

Energy
Q1 2021 Filed on Apr 23, 2021
3,633
$113.48 - $169.27 $412K - $615K
STE
Steris PLC

Healthcare
Q1 2021 Filed on Apr 23, 2021
2,822
$171.2 - $202.81 $483K - $572K
AON
Aon PLC

Financial Services
Q1 2021 Filed on Apr 23, 2021
2,852
$202.13 - $233.7 $576K - $667K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 23, 2021
1,941
$107.6 - $121.88 $209K - $237K
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