Holistic Financial Partners Closed Holding Positions

Holistic Financial Partners

  • $205 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
410
$119.36 - $135.64 $48.9K - $55.6K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
249
$22.57 - $24.65 $5.62K - $6.14K
IP
International Paper CO

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
151
$47.52 - $55.88 $7.18K - $8.44K
IXP
Ishares Global Comm Services E

ETFs
Q2 2018 Filed on Aug 14, 2018
200
$53.77 - $58.85 $10.8K - $11.8K
Vaneck Vectors ETF Tr
Q2 2018 Filed on Aug 14, 2018
259
N/A
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q2 2018 Filed on Aug 14, 2018
1,140
$51.95 - $55.12 $59.2K - $62.8K
JBL
Jabil Inc

Technology
Q2 2018 Filed on Aug 14, 2018
161
$26.6 - $29.81 $4.28K - $4.8K
INFY
Infosys LTD

Technology
Q2 2018 Filed on Aug 14, 2018
10,756
$8.31 - $9.71 $89.4K - $104K
Penney J C Inc
Q2 2018 Filed on Aug 14, 2018
200
N/A
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
360
N/A
Liberty Interactive Corp
Q1 2018 Filed on May 14, 2018
1,715
N/A
Csra Inc
Q1 2018 Filed on May 14, 2018
63
N/A
Priceline Grp Inc
Q1 2018 Filed on May 14, 2018
89
N/A
Celgene Corp
Q1 2018 Filed on May 14, 2018
643
N/A
WELL
Welltower Inc.

Real Estate
Q1 2018 Filed on May 14, 2018
190
$52.03 - $64.14 $9.89K - $12.2K
SIMO
Silicon Motion Technology Corp

Technology
Q1 2018 Filed on May 14, 2018
461
$43.41 - $56.49 $20K - $26K
Microsemi Corp
Q1 2018 Filed on May 14, 2018
49
N/A
ASH
Ashland Global Holdings Inc

Basic Materials
Q1 2018 Filed on May 14, 2018
665
$67.96 - $75.71 $45.2K - $50.3K
Iac Interactivecorp
Q1 2018 Filed on May 14, 2018
23
N/A
Sensata Technologies Hld
Q1 2018 Filed on May 14, 2018
1,719
N/A
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
132
$3.71 - $6.74 $490 - $890
BANX
Arrow Mark Financial Corp.

Financial Services
Q1 2018 Filed on May 14, 2018
100
$20.59 - $22.64 $2.06K - $2.26K
Liberty Global PLC
Q1 2018 Filed on May 14, 2018
611
N/A
Regal Entmt Group
Q1 2018 Filed on May 14, 2018
11,489
N/A
Twenty First Centy Fox I
Q1 2018 Filed on May 14, 2018
327
N/A
Bioverativ Inc
Q1 2018 Filed on May 14, 2018
5
N/A
Liberty Interactive Corp
Q1 2018 Filed on May 14, 2018
16,976
N/A
K2 M Group Hldgs Inc
Q1 2018 Filed on May 14, 2018
500
N/A
CE
Celanese Corp

Basic Materials
Q1 2018 Filed on May 14, 2018
93
$96.72 - $112.96 $8.99K - $10.5K
Repros Therapeutics Inc
Q1 2018 Filed on May 14, 2018
643
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2018 Filed on May 14, 2018
76
$50.63 - $67.46 $3.85K - $5.13K
BEN
Franklin Resources Inc

Financial Services
Q1 2018 Filed on May 14, 2018
502
$34.11 - $45.86 $17.1K - $23K
SNY
Sanofi

Healthcare
Q1 2018 Filed on May 14, 2018
327
$38.98 - $45.76 $12.7K - $15K
BCS
Barclays PLC

Financial Services
Q1 2018 Filed on May 14, 2018
5,120
$10.52 - $12.33 $53.9K - $63.1K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2018 Filed on May 14, 2018
741
$27.36 - $32.67 $20.3K - $24.2K
BBD
Bank Bradesco

Financial Services
Q1 2018 Filed on May 14, 2018
8,620
$8.85 - $10.9 $76.3K - $94K
HOMB
Home Bancshares Inc

Financial Services
Q1 2018 Filed on May 14, 2018
88
$22.34 - $25.1 $1.97K - $2.21K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2018 Filed on May 14, 2018
42
$83.77 - $107.4 $3.52K - $4.51K
Express Scripts Hldg CO
Q1 2018 Filed on May 14, 2018
490
N/A
Liberty Global PLC
Q1 2018 Filed on May 14, 2018
1,941
N/A
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