Hapanowicz & Associates Financial Services, Inc Closed Holding Positions

Hapanowicz & Associates Financial Services, Inc

  • $197 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on Apr 22, 2022
3,349
$118.44 - $131.22 $397K - $439K
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 22, 2022
1,494
$129.03 - $157.89 $193K - $236K
EFV
Msci Eafe Value ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
309,237
$48.8 - $52.57 $15.1M - $16.3M
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 10, 2022
134,330
$47.44 - $52.5 $6.37M - $7.05M
JNJ
Johnson & Johnson

Healthcare
Q2 2021 Filed on Jul 21, 2021
1,255
$159.48 - $171.07 $200K - $215K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
1,233
$166.46 - $180.76 $205K - $223K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2021 Filed on Jul 21, 2021
1,550
$107.1 - $146.71 $166K - $227K
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on Apr 29, 2021
4,785
$48.11 - $63.18 $230K - $302K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2021 Filed on Apr 29, 2021
3,000
$62.88 - $71.85 $189K - $216K
GM
General Motors CO

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
5,665
$40.51 - $60.05 $229K - $340K
C
Citigroup Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
3,451
$57.99 - $75.18 $200K - $259K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2021 Filed on Apr 29, 2021
6,400
$30.9 - $38.51 $198K - $246K
LBRDA
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on Apr 29, 2021
2,390
$140.47 - $154.66 $336K - $370K
KGC
Kinross Gold Corp

Basic Materials
Q1 2021 Filed on Apr 29, 2021
13,800
$6.19 - $8.01 $85.4K - $111K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2021 Filed on Apr 29, 2021
1
$341820.0 - $398840.0 $342K - $399K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on Apr 29, 2021
9,865
$29.65 - $38.99 $292K - $385K
Pacific Ethanol Inc
Q3 2020 Filed on Oct 29, 2020
208,000
N/A
Global X Fds
Q2 2020 Filed on Jul 31, 2020
19,549
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2020 Filed on Apr 23, 2020
16,331
$80.33 - $87.96 $1.31M - $1.44M
Cbs Corp New
Q4 2019 Filed on Jan 17, 2020
5,287
N/A
Rite Aid Corp
Q2 2019 Filed on Jul 29, 2019
10,000
N/A
Evine Live Inc
Q1 2019 Filed on Apr 18, 2019
10,000
N/A
STBA
S&T Bancorp Inc

Financial Services
Q3 2018 Filed on Oct 17, 2018
4,656
$43.13 - $47.53 $201K - $221K
Track This Portfolio

Track Hapanowicz & Associates Financial Services, Inc Portfolio

Follow Hapanowicz & Associates Financial Services, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hapanowicz & Associates Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hapanowicz & Associates Financial Services, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email