J. W. Coons Advisors, LLC Closed Holding Positions

J. W. Coons Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RDS-A
Shell PLC

Energy
Q2 2021 Filed on Jul 22, 2021
5,391
$36.61 - $41.42 $197K - $223K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 22, 2021
1,550
$113.34 - $142.77 $176K - $221K
AEP
American Electric Power CO Inc

Utilities
Q2 2021 Filed on Jul 22, 2021
2,832
$82.35 - $90.14 $233K - $255K
FITB
Fifth Third Bancorp

Financial Services
Q2 2021 Filed on Jul 22, 2021
5,820
$36.44 - $42.9 $212K - $250K
SEIC
Sei Investments CO

Financial Services
Q1 2021 Filed on Apr 26, 2021
4,580
$52.85 - $61.81 $242K - $283K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on Apr 26, 2021
9,625
$43.97 - $50.5 $423K - $486K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
10,900
$14.4 - $20.88 $157K - $228K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q4 2020 Filed on Feb 11, 2021
5,293
$58.18 - $65.69 $308K - $348K
SU
Suncor Energy Inc

Energy
Q3 2020 Filed on Nov 13, 2020
21,900
$12.23 - $18.18 $268K - $398K
WAFD
Washington Federal Inc

Financial Services
Q3 2020 Filed on Nov 13, 2020
9,074
$20.2 - $25.89 $183K - $235K
UHT
Universal Health Realty Income Trust

Real Estate
Q2 2020 Filed on Aug 14, 2020
2,060
$73.58 - $113.11 $152K - $233K
F
Ford Motor CO

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
15,700
$4.24 - $7.53 $66.6K - $118K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
5,113
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
4,323
$63.3 - $96.52 $274K - $417K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2020 Filed on Aug 14, 2020
2,190
$99.0 - $101.69 $217K - $223K
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Aug 14, 2020
6,948
$22.53 - $33.32 $157K - $232K
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