Institutional & Family Asset Management, LLC Sells in Q2 2024

Institutional & Family Asset Management, LLC

  • $846 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-31
- 2.74%
$169.52 - $183.86 $5.26K - $5.7K
1.1K $201K
GM
General Motors CO

Consumer Cyclical
-41
- 29.71%
$42.37 - $48.86 $1.74K - $2K
97 $4K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-18
- 66.67%
$73.13 - $75.43 $1.32K - $1.36K
9 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-71
- 30.6%
$6.99 - $8.79 $496 - $624
161 $1K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-9
- 45.0%
$55.86 - $96.09 $503 - $865
11 $0
EIX
Edison International

Utilities
-15
- 15.0%
$66.81 - $76.85 $1K - $1.15K
85 $6K
FIX
Comfort Systems Usa Inc

Industrials
-1
- 5.88%
$290.73 - $347.21 $291 - $347
16 $4K
TECK
Teck Resources LTD

Basic Materials
-30
- 11.95%
$45.44 - $54.77 $1.36K - $1.64K
221 $10K
BIIB
Biogen Inc.

Healthcare
-36
- 8.57%
$190.52 - $236.72 $6.86K - $8.52K
384 $89K
SMAR
Smartsheet Inc

Technology
-8
- 30.77%
$36.58 - $44.29 $293 - $354
18 $0
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-23
- 47.92%
$57.14 - $67.42 $1.31K - $1.55K
25 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-12
- 6.35%
$196.29 - $215.75 $2.36K - $2.59K
177 $37K
Verastem Inc
-371
- 28.85%
N/A
915 $0
Rb Global Inc
-5
- 7.35%
N/A
63 $0
CTAS
Cintas Corp

Industrials
-1
- 2.04%
$658.34 - $714.93 $658 - $715
48 $33K
BK
Bank Of New York Mellon Corp

Financial Services
-68
- 3.18%
$54.0 - $60.74 $3.67K - $4.13K
2.07K $123K
OGN
Organon & Co.

Healthcare
-2
- 2.41%
$17.45 - $21.96 $34.9 - $43.9
81 $1K
RIGL
Rigel Pharmaceuticals Inc

Healthcare
-90
- 90.0%
$0.79 - $9.53 $71.1 - $858
10 $0
DOCS
Doximity, Inc.

Healthcare
-12
- 1.87%
$22.99 - $29.87 $276 - $358
630 $17K
Atlassian Corporation
-3
- 2.5%
N/A
117 $0
Cava Group Inc
-4
- 36.36%
N/A
7 $0
CRH.L
Crh PLC

Basic Materials
-9
- 7.5%
N/A
111 $0
WWD
Woodward, Inc.

Industrials
-2
- 18.18%
$145.56 - $186.5 $291 - $373
9 $1K
VST
Vistra Corp.

Utilities
-79
- 21.18%
$65.66 - $106.2 $5.19K - $8.39K
294 $25K
MU
Micron Technology Inc

Technology
-3
- 1.24%
$106.77 - $153.45 $320 - $460
239 $31K
TEL
Te Connectivity Ltd.

Technology
-4
- 0.59%
$139.45 - $152.0 $558 - $608
669 $100K
ASML
Asml Holding Nv

Technology
-1
- 1.3%
$852.84 - $1068.86 $853 - $1.07K
76 $77K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-198
- 3.08%
$108.69 - $119.84 $21.5K - $23.7K
6.24K $744K
PANW
Palo Alto Networks Inc

Technology
-13
- 6.6%
$265.2 - $340.82 $3.45K - $4.43K
184 $62K
VTI
Vanguard Total Stock Market Et

ETFs
-41
- 1.24%
$245.23 - $269.4 $10.1K - $11K
3.27K $875K
MS
Morgan Stanley

Financial Services
-1.29K
- 2.69%
$86.19 - $101.53 $111K - $131K
46.6K $4.53M
AFL
Aflac Inc

Financial Services
-1.56K
- 2.91%
$79.64 - $90.43 $124K - $141K
51.9K $4.64M
VUG
Vanguard Growth ETF

ETFs
-15
- 0.75%
$322.46 - $377.11 $4.84K - $5.66K
1.97K $737K
PG
Procter & Gamble CO

Consumer Defensive
-137
- 0.43%
$155.33 - $168.56 $21.3K - $23.1K
31.9K $5.26M
ELV
Elevance Health, Inc.

Healthcare
-287
- 2.6%
$497.49 - $547.8 $143K - $157K
10.8K $5.83M
UNH
Unitedhealth Group Inc

Healthcare
-52
- 0.58%
$439.2 - $524.63 $22.8K - $27.3K
8.85K $4.51M
LHX
L3 Harris Technologies, Inc.

Industrials
-558
- 2.77%
$200.34 - $226.69 $112K - $126K
19.6K $4.4M
LMT
Lockheed Martin Corp

Industrials
-22
- 0.2%
$447.57 - $471.51 $9.85K - $10.4K
10.7K $5.02M
KMB
Kimberly Clark Corp

Consumer Defensive
-895
- 2.68%
$123.89 - $141.67 $111K - $127K
32.4K $4.48M
GOOG
Alphabet Inc.

Communication Services
-386
- 4.88%
$151.94 - $186.86 $58.6K - $72.1K
7.52K $1.38M
GS
Goldman Sachs Group Inc

Financial Services
-325
- 3.45%
$389.49 - $470.41 $127K - $153K
9.11K $4.12M
T
At&T Inc.

Communication Services
-6.5K
- 2.64%
$16.09 - $19.11 $105K - $124K
240K $4.58M
IVV
Ishares Core S&P 500 ETF

ETFs
-340
- 1.64%
$497.53 - $549.64 $169K - $187K
20.4K $11.2M
TXN
Texas Instruments Inc

Technology
-1.01K
- 3.95%
$159.68 - $202.54 $162K - $205K
24.6K $4.79M
ORCL
Oracle Corp

Technology
-2.22K
- 5.38%
$113.75 - $144.64 $252K - $321K
39K $5.51M
SO
Southern CO

Utilities
-896
- 1.29%
$67.77 - $80.71 $60.7K - $72.3K
68.7K $5.33M
WMT
Walmart Inc.

Consumer Defensive
-2.57K
- 3.64%
$58.85 - $68.9 $151K - $177K
68.1K $4.61M
AMGN
Amgen Inc

Healthcare
-340
- 1.79%
$262.75 - $319.31 $89.3K - $109K
18.7K $5.83M
MSFT
Microsoft Corp

Technology
-107
- 0.58%
$389.33 - $452.85 $41.7K - $48.5K
18.3K $8.16M
Activity Summary
Buys All Purchases 258 New Holdings 59 Increased Positions 199 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 1 Puts 1
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC 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 Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email