Ima Wealth, Inc. Closed Holding Positions

Ima Wealth, Inc.

  • $829 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VFH
Vanguard Financial ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
36
N/A
PVH
Pvh Corp.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
7
$132.55 - $157.5 $928 - $1.1K
BP
Bp PLC

Energy
Q3 2018 Filed on Oct 18, 2018
129
$41.53 - $47.05 $5.36K - $6.07K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2018 Filed on Oct 18, 2018
56
$26.47 - $27.41 $1.48K - $1.53K
ATI
Allegheny Technologies Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
630
$24.43 - $29.75 $15.4K - $18.7K
AAOI
Applied Optoelectronics, Inc.

Technology
Q3 2018 Filed on Oct 18, 2018
1
$24.66 - $48.8 $24.7 - $48.8
PBI
Pitney Bowes Inc

Industrials
Q3 2018 Filed on Oct 18, 2018
216,257
$7.06 - $9.27 $1.53M - $2M
TEL
Te Connectivity Ltd.

Technology
Q3 2018 Filed on Oct 18, 2018
400
$87.93 - $94.92 $35.2K - $38K
WDC
Western Digital Corp

Technology
Q3 2018 Filed on Oct 18, 2018
36,397
$54.98 - $80.08 $2M - $2.91M
WHR
Whirlpool Corp

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
6
$118.75 - $155.77 $713 - $935
AAL
American Airlines Group Inc.

Industrials
Q3 2018 Filed on Oct 18, 2018
17
$35.96 - $43.6 $611 - $741
AFL
Aflac Inc

Financial Services
Q3 2018 Filed on Oct 18, 2018
28
$42.48 - $48.04 $1.19K - $1.35K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
5
$30.32 - $33.25 $152 - $166
DVA
Davita Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
13
$66.51 - $74.55 $865 - $969
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2018 Filed on Oct 18, 2018
5
$132.17 - $145.32 $661 - $727
Vaneck Vectors ETF Tr
Q3 2018 Filed on Oct 18, 2018
53
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
22
N/A
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q3 2018 Filed on Oct 18, 2018
16
$32.44 - $35.33 $519 - $565
Fiat Chrysler Automobiles N
Q3 2018 Filed on Oct 18, 2018
71
N/A
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2018 Filed on Oct 18, 2018
7
$103.19 - $139.12 $722 - $974
Varian Med Sys Inc
Q3 2018 Filed on Oct 18, 2018
9
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
21
N/A
LCII
Lci Industries

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
6
$82.8 - $100.5 $497 - $603
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Oct 18, 2018
6
$123.14 - $138.52 $739 - $831
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
33
$26.75 - $31.52 $883 - $1.04K
National Oilwell Varco Inc
Q3 2018 Filed on Oct 18, 2018
17
N/A
BK
Bank Of New York Mellon Corp

Financial Services
Q3 2018 Filed on Oct 18, 2018
25
$50.14 - $55.64 $1.25K - $1.39K
AN
Autonation, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 18, 2018
18
$41.55 - $50.48 $748 - $909
ALLY
Ally Financial Inc.

Financial Services
Q3 2018 Filed on Oct 18, 2018
49
$26.36 - $27.98 $1.29K - $1.37K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q3 2018 Filed on Oct 18, 2018
234
$6.01 - $7.47 $1.41K - $1.75K
NMRK
Newmark Group, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
656
$10.82 - $15.02 $7.1K - $9.85K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Oct 18, 2018
153
$38.18 - $42.27 $5.84K - $6.47K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2018 Filed on Oct 18, 2018
927
N/A
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
Q3 2018 Filed on Oct 18, 2018
1,081
N/A
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
Q3 2018 Filed on Oct 18, 2018
1,913
$12.58 - $12.91 $24.1K - $24.7K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q3 2018 Filed on Oct 18, 2018
650
N/A
TTE
Total Energies Se

Energy
Q3 2018 Filed on Oct 18, 2018
98
$58.87 - $65.25 $5.77K - $6.39K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2018 Filed on Oct 18, 2018
970
N/A
BCE
Bce Inc

Communication Services
Q3 2018 Filed on Oct 18, 2018
115
$39.9 - $42.61 $4.59K - $4.9K
EZA
Ishares Msci South Africa ETF

ETFs
Q3 2018 Filed on Oct 18, 2018
530
$50.0 - $61.19 $26.5K - $32.4K
BNS
Bank Of Nova Scotia

Financial Services
Q3 2018 Filed on Oct 18, 2018
84
$56.17 - $60.46 $4.72K - $5.08K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q3 2018 Filed on Oct 18, 2018
1,466
N/A
Global X Fds
Q3 2018 Filed on Oct 18, 2018
4,381
N/A
CAJ
Canon Inc

Technology
Q3 2018 Filed on Oct 18, 2018
140
$30.34 - $32.48 $4.25K - $4.55K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q3 2018 Filed on Oct 18, 2018
2,404
N/A
China Mobile Limited
Q3 2018 Filed on Oct 18, 2018
109
N/A
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
Q3 2018 Filed on Oct 18, 2018
3,220
N/A
STWD
Starwood Property Trust, Inc.

Real Estate
Q3 2018 Filed on Oct 18, 2018
270
$21.37 - $22.9 $5.77K - $6.18K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2018 Filed on Oct 18, 2018
762
N/A
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, 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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email