Gofen & Glossberg LLC Sells in Q4 2022

Gofen & Glossberg LLC

  • $3.89 Billion
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-11.2K
- 2.17%
$81.82 - $121.09 $919K - $1.36M
506K $42.5M
AAPL
Apple Inc.

Technology
-1.05K
- 0.07%
$126.04 - $155.74 $132K - $163K
1.4M $182M
GOOG
Alphabet Inc.

Communication Services
-7.14K
- 0.81%
$85.08 - $104.93 $607K - $749K
870K $77.2M
SIVB
Svb Financial Group

Financial Services
-2.78K
- 6.8%
$200.26 - $376.49 $556K - $1.05M
38K $8.76M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-25.5K
- 15.74%
$67.55 - $94.42 $1.72M - $2.41M
137K $9.73M
META
Meta Platforms, Inc.

Communication Services
-12.9K
- 8.73%
$88.91 - $140.28 $1.15M - $1.81M
135K $16.3M
CRM
Salesforce, Inc.

Technology
-6.42K
- 2.97%
$128.21 - $165.27 $823K - $1.06M
210K $27.8M
ALLY
Ally Financial Inc.

Financial Services
-103K
- 63.49%
$23.47 - $30.82 $2.41M - $3.16M
59K $1.44M
CCI
Crown Castle International Corp

Real Estate
-12.3K
- 12.5%
$122.45 - $150.36 $1.51M - $1.86M
86.4K $11.7M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-62.3K
- 75.99%
$38.18 - $40.63 $2.38M - $2.53M
19.7K $775K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-131K
- 69.03%
$15.39 - $16.71 $2.02M - $2.19M
58.9K $937K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-36.9K
- 11.76%
$49.86 - $50.09 $1.84M - $1.85M
277K $13.9M
VIXM
Pro Shares Trust Ii

ETFs
-27.1K
- 27.22%
$29.84 - $36.59 $807K - $990K
72.3K $2.2M
CME
Cme Group Inc.

Financial Services
-4.72K
- 8.4%
$167.68 - $182.13 $792K - $860K
51.5K $8.66M
FISV
Fiserv Inc

Technology
-28.2K
- 12.02%
$94.02 - $105.46 $2.65M - $2.97M
206K $20.8M
VZ
Verizon Communications Inc

Communication Services
-36.2K
- 10.89%
$35.35 - $39.81 $1.28M - $1.44M
296K $11.7M
Bluerock Fund Advisors
-10.5K
- 6.78%
N/A
145K $5.22M
QCOM
Qualcomm Inc

Technology
-1.23K
- 0.83%
$103.88 - $126.81 $128K - $156K
148K $16.3M
C
Citigroup Inc

Financial Services
-34.9K
- 12.12%
$40.3 - $50.19 $1.41M - $1.75M
253K $11.4M
PSA
Public Storage

Real Estate
-589
- 1.99%
$276.09 - $311.54 $163K - $183K
29.1K $8.15M
Vanguard Gnma Fd Adm
-63K
- 20.86%
N/A
239K $2.2M
WMT
Walmart Inc.

Consumer Defensive
-7.33K
- 15.83%
$128.56 - $153.48 $942K - $1.13M
39K $5.53M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.27K
- 3.55%
$221.24 - $261.02 $502K - $593K
61.7K $14.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.85K
- 36.19%
$63.15 - $94.17 $369K - $551K
10.3K $908K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-27.3K
- 47.63%
$8.87 - $13.57 $242K - $371K
30K $285K
VUG
Vanguard Growth ETF

ETFs
-1.2K
- 17.92%
$208.44 - $233.81 $250K - $281K
5.5K $1.17M
CG
Carlyle Group Inc.

Financial Services
-13.4K
- 35.36%
$25.33 - $31.76 $338K - $424K
24.4K $728K
WM
Waste Management Inc

Industrials
-352
- 0.78%
$154.73 - $169.85 $54.5K - $59.8K
44.6K $6.99M
TWLO
Twilio Inc

Communication Services
-560
- 7.34%
$42.08 - $78.03 $23.6K - $43.7K
7.07K $346K
TFC
Truist Financial Corp

Financial Services
-1.43K
- 0.63%
$40.42 - $47.26 $57.6K - $67.3K
225K $9.67M
Money Market Pool Scgm1
-138K
- 42.43%
N/A
187K $202K
VUSB
Vanguard Bd Index Fds
-2.7K
- 24.11%
N/A
8.5K $417K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.3K
- 16.59%
$104.91 - $110.18 $136K - $143K
6.54K $696K
Vanguard Equity Income Fd
-2.2K
- 18.94%
N/A
9.43K $798K
MMM
3 M CO

Industrials
-8.38K
- 8.95%
$107.52 - $132.98 $901K - $1.11M
85.3K $10.2M
BMY
Bristol Myers Squibb CO

Healthcare
-2.85K
- 2.92%
$68.48 - $81.09 $195K - $231K
94.9K $6.83M
SHV
Ishares Tr

ETFs
-1.05K
- 10.91%
$109.74 - $110.1 $115K - $116K
8.58K $943K
VTV
Vanguard Value ETF

ETFs
-1.39K
- 27.38%
$124.69 - $146.24 $173K - $203K
3.69K $517K
Dodge & Cox Balanced Fund
-1.36K
- 16.63%
N/A
6.82K $637K
HSY
Hershey CO

Consumer Defensive
-900
- 9.68%
$217.31 - $241.3 $196K - $217K
8.4K $1.94M
GTBIF
Green Thumb Industries Inc.

Healthcare
-500
- 0.39%
$7.89 - $15.63 $3.95K - $7.82K
128K $1.1M
VGT
Vanguard Information Technolog

ETFs
-316
- 23.92%
$300.84 - $349.17 $95.1K - $110K
1.01K $321K
CTVA
Corteva, Inc.

Basic Materials
-4.4K
- 4.05%
$58.3 - $67.29 $257K - $296K
104K $6.12M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-981
- 6.79%
$80.6 - $81.52 $79.1K - $80K
13.5K $1.09M
Janus Balanced Fd
-2.4K
- 26.16%
N/A
6.78K $255K
T Rowe Price S/T Bond
-17.1K
- 13.15%
N/A
113K $507K
Parnassus Core Equity Fd
-1.43K
- 10.48%
N/A
12.2K $573K
GDNSF
Goodness Growth Holdings, Inc.

Healthcare
-10K
- 12.5%
$0.15 - $1.21 $1.5K - $12.1K
70K $11K
VEA
Vanguard Ftse Developed Market

ETFs
-5.06K
- 18.63%
$36.19 - $43.78 $183K - $222K
22.1K $927K
Activity Summary
Buys All Purchases 268 New Holdings 51 Increased Positions 217 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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