Kaizen Financial Strategies Closed Holding Positions

Kaizen Financial Strategies

  • $175 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KRE
Spdr S&P Regional Banking ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,000
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Jul 18, 2022
5,421
$39.4 - $46.71 $214K - $253K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Jul 18, 2022
4,090
$40.6 - $49.51 $166K - $202K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
3,633
$58.13 - $77.8 $211K - $283K
Docebo Inc
Q2 2022 Filed on Jul 18, 2022
4,700
N/A
Mfa Finl Inc
Q2 2022 Filed on Jul 18, 2022
56,279
N/A
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
4,600
$50.42 - $62.43 $232K - $287K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
6,974
$37.9 - $46.81 $264K - $326K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Jul 18, 2022
862
$218.95 - $282.53 $189K - $244K
PARA
Paramount Global

Communication Services
Q2 2022 Filed on Jul 18, 2022
18,854
$39.36 - $55.39 $742K - $1.04M
HUBS
Hubspot Inc

Technology
Q2 2022 Filed on Jul 18, 2022
430
$281.81 - $504.2 $121K - $217K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,725
$28.0 - $113.85 $104K - $424K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
7,385
$14.63 - $47.7 $108K - $352K
ADP
Automatic Data Processing Inc

Industrials
Q2 2022 Filed on Jul 18, 2022
989
$199.94 - $238.5 $198K - $236K
F
Ford Motor CO

Consumer Cyclical
Q2 2022 Filed on Jul 18, 2022
10,031
$11.13 - $16.66 $112K - $167K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 06, 2022
1,068
N/A
UBER
Uber Technologies, Inc

Technology
Q1 2022 Filed on May 06, 2022
5,500
$28.57 - $44.42 $157K - $244K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2022 Filed on May 06, 2022
8,100
$40.18 - $48.5 $325K - $393K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2022 Filed on May 06, 2022
2,240
N/A
TXG
10x Genomics, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
1,400
$55.7 - $145.79 $78K - $204K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on May 06, 2022
13,721
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 06, 2022
1,338
$129.09 - $164.35 $173K - $220K
PLD
Prologis, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
1,192
$140.76 - $164.9 $168K - $197K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
646
N/A
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on May 06, 2022
2,200
$142.78 - $195.24 $314K - $430K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2022 Filed on May 06, 2022
2,306
$87.3 - $110.53 $201K - $255K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 06, 2022
2,038
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 06, 2022
6,001
$63.11 - $82.31 $379K - $494K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
2,070
$76.76 - $137.41 $159K - $284K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
1,507
$132.23 - $175.09 $199K - $264K
EVC
Entravision Communications Corp

Communication Services
Q1 2022 Filed on May 06, 2022
10,035
$5.59 - $6.84 $56.1K - $68.6K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Jan 26, 2022
1,200
$111.22 - $196.03 $133K - $235K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Jan 26, 2022
22,396
$19.31 - $21.84 $432K - $489K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
11,555
N/A
NNOX
Nano X Imaging Ltd.

Healthcare
Q4 2021 Filed on Jan 26, 2022
13,703
$14.54 - $26.96 $199K - $369K
Vedanta Limited
Q4 2021 Filed on Jan 26, 2022
20,000
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,879
$82.96 - $109.65 $239K - $316K
Federal Rlty Invt Tr
Q4 2021 Filed on Jan 26, 2022
2,590
N/A
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 26, 2022
4,846
$44.49 - $51.04 $216K - $247K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Jan 26, 2022
5,356
$33.53 - $45.38 $180K - $243K
Pimco Dynamic Cr Income Fd
Q4 2021 Filed on Jan 26, 2022
50,839
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q4 2021 Filed on Jan 26, 2022
5,650
$157.13 - $192.91 $888K - $1.09M
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
1,100
$198.08 - $268.28 $218K - $295K
WMT
Walmart Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
183
$139.32 - $151.45 $25.5K - $27.7K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
15,102
$62.19 - $83.24 $939K - $1.26M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
7,100
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2021 Filed on Nov 12, 2021
16,000
$13.01 - $15.48 $208K - $248K
WMT
Walmart Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
10,000
$139.32 - $151.45 $1.39M - $1.51M
HOLX
Hologic Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
9,300
$67.56 - $80.74 $628K - $751K
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies 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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email