Holistic Financial Partners Closed Holding Positions

Holistic Financial Partners

  • $205 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EBAY
Ebay Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
596
$36.14 - $42.2 $21.5K - $25.2K
EA
Electronic Arts Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
425
$116.68 - $146.65 $49.6K - $62.3K
DXC
Dxc Technology CO

Technology
Q2 2018 Filed on Aug 14, 2018
311
$77.85 - $90.48 $24.2K - $28.1K
DVY
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
835
N/A
Energen Corp
Q2 2018 Filed on Aug 14, 2018
166
N/A
EMB
Ishares Tr

ETFs
Q2 2018 Filed on Aug 14, 2018
860
$106.18 - $112.57 $91.3K - $96.8K
Vaneck Vectors ETF Tr
Q2 2018 Filed on Aug 14, 2018
3,341
N/A
FANG
Diamondback Energy, Inc.

Energy
Q2 2018 Filed on Aug 14, 2018
137
$111.55 - $136.76 $15.3K - $18.7K
F
Ford Motor CO

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
1,336
$10.82 - $12.11 $14.5K - $16.2K
Eyegate Pharmaceuticals Inc
Q2 2018 Filed on Aug 14, 2018
1,900
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2018 Filed on Aug 14, 2018
227
N/A
EWBC
East West Bancorp Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
426
$60.3 - $73.02 $25.7K - $31.1K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2018 Filed on Aug 14, 2018
533
$42.45 - $51.3 $22.6K - $27.3K
E Trade Financial Corp
Q2 2018 Filed on Aug 14, 2018
950
N/A
EQT
Eqt Corp

Energy
Q2 2018 Filed on Aug 14, 2018
207
$25.06 - $30.91 $5.19K - $6.4K
ENS
Ener Sys

Industrials
Q2 2018 Filed on Aug 14, 2018
64
$66.49 - $81.92 $4.26K - $5.24K
DVA
Davita Inc.

Healthcare
Q2 2018 Filed on Aug 14, 2018
860
$62.77 - $73.47 $54K - $63.2K
INCY
Incyte Corp

Healthcare
Q2 2018 Filed on Aug 14, 2018
1,036
$60.85 - $83.98 $63K - $87K
Momo Inc
Q2 2018 Filed on Aug 14, 2018
89
N/A
LH
Laboratory Corp Of America Holdings

Healthcare
Q2 2018 Filed on Aug 14, 2018
114
$160.33 - $189.41 $18.3K - $21.6K
LGFB
Lions Gate Entmt Corp Cl B Non
Q2 2018 Filed on Aug 14, 2018
2,862
N/A
LEA
Lear Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
27
$181.65 - $205.34 $4.9K - $5.54K
LDOS
Leidos Holdings, Inc.

Technology
Q2 2018 Filed on Aug 14, 2018
35
$57.92 - $67.19 $2.03K - $2.35K
LBTYA
Liberty Global PLC

Communication Services
Q2 2018 Filed on Aug 14, 2018
3,510
$27.54 - $33.25 $96.7K - $117K
LBRDA
Liberty Broadband Corp

Communication Services
Q2 2018 Filed on Aug 14, 2018
471
$68.27 - $83.84 $32.2K - $39.5K
L
Loews Corp

Financial Services
Q2 2018 Filed on Aug 14, 2018
162
$47.99 - $52.46 $7.77K - $8.5K
Liberty Expedia Holdings
Q2 2018 Filed on Aug 14, 2018
1,143
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2018 Filed on Aug 14, 2018
566
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
19
$98.52 - $109.41 $1.87K - $2.08K
KLAC
Kla Corp

Technology
Q2 2018 Filed on Aug 14, 2018
36
$98.65 - $118.13 $3.55K - $4.25K
L3 Technologies Inc
Q2 2018 Filed on Aug 14, 2018
38
N/A
LNG
Cheniere Energy, Inc.

Energy
Q2 2018 Filed on Aug 14, 2018
100
$52.99 - $68.72 $5.3K - $6.87K
LSXMA
Liberty Media Corp

Communication Services
Q2 2018 Filed on Aug 14, 2018
3,922
$39.41 - $47.05 $155K - $185K
MNST
Monster Beverage Corp

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
1,553
$48.09 - $57.68 $74.7K - $89.6K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2018 Filed on Aug 14, 2018
41
$50.26 - $58.04 $2.06K - $2.38K
Micro Focus International Pl
Q2 2018 Filed on Aug 14, 2018
10
N/A
MET
Metlife Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
955
$43.6 - $48.46 $41.6K - $46.3K
MEOH
Methanex Corp

Basic Materials
Q2 2018 Filed on Aug 14, 2018
142
$60.05 - $71.3 $8.53K - $10.1K
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q2 2018 Filed on Aug 14, 2018
100
$11.52 - $12.86 $1.15K - $1.29K
MCK
Mckesson Corp

Healthcare
Q2 2018 Filed on Aug 14, 2018
134
$133.4 - $158.13 $17.9K - $21.2K
MAN
Manpower Group Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
43
$85.46 - $118.66 $3.67K - $5.1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
1,000
$69.22 - $81.27 $69.2K - $81.3K
LUV
Southwest Airlines CO

Industrials
Q2 2018 Filed on Aug 14, 2018
206
$50.32 - $56.86 $10.4K - $11.7K
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
1,194
$9.0 - $17.25 $10.7K - $20.6K
KEY
Keycorp

Financial Services
Q2 2018 Filed on Aug 14, 2018
802
$18.87 - $20.67 $15.1K - $16.6K
Spdr Series Trust
Q2 2018 Filed on Aug 14, 2018
4,811
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q2 2018 Filed on Aug 14, 2018
26
$146.33 - $183.18 $3.8K - $4.76K
INTU
Intuit Inc

Technology
Q2 2018 Filed on Aug 14, 2018
14
$167.68 - $213.52 $2.35K - $2.99K
Ingersoll Rand PLC
Q2 2018 Filed on Aug 14, 2018
169
N/A
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