Kathleen S. Wright Associates Inc. Purchases in Q4 2024

Kathleen S. Wright Associates Inc.

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HST
Host Hotels & Resorts, Inc.

Real Estate
6
+ 1.07%
$17.24 - $19.07 $103 - $114
566 $9K
FNDX
Schwab Fundamental U S Large C

ETFs
548
+ 200.0%
$23.49 - $71.77 $12.9K - $39.3K
822 $19K
FNDA
Schwab Fundamental U S Small C

ETFs
280
+ 100.0%
$29.26 - $59.11 $8.19K - $16.6K
560 $16K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.11K
+ 200.0%
$27.54 - $83.04 $30.6K - $92.2K
1.67K $46K
Ishares Tr
70
+ 17.5%
N/A
470 $0
PRNDY
Pernod Ricard S A

Consumer Defensive
400
+ 19.05%
$21.82 - $29.8 $8.73K - $11.9K
2.5K $56K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.17%
$113.92 - $127.38 $1.03K - $1.15K
5.28K $608K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.32%
$230.6 - $277.0 $461 - $554
621 $145K
CSGP
Costar Group, Inc.

Real Estate
100
+ 1.91%
$69.7 - $81.97 $6.97K - $8.2K
5.33K $381K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
82
+ 0.79%
$23.64 - $25.78 $1.94K - $2.11K
10.5K $252K
DINT
Davis Fundamental ETF Tr

ETFs
2.59K
+ 7.14%
$21.84 - $25.69 $56.7K - $66.6K
38.9K $849K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.91K
+ 7.08%
$34.13 - $37.35 $65.3K - $71.4K
28.9K $986K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
54
+ 0.65%
$44.04 - $49.49 $2.38K - $2.67K
8.36K $368K
HTRB
Hartford Fds Total Return Bd E

ETFs
3.56K
+ 3.8%
$33.33 - $35.01 $118K - $124K
97.1K $3.24M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
128
+ 0.55%
$45.17 - $47.23 $5.78K - $6.05K
23.3K $1.06M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
23
+ 0.32%
$67.29 - $73.38 $1.55K - $1.69K
7.26K $492K
VBR
Vanguard Small Cap Value ETF

ETFs
46
+ 0.21%
$197.36 - $217.3 $9.08K - $10K
22.5K $4.46M
DFAX
Dimensional ETF Tr
2.28K
+ 4.49%
$24.76 - $27.04 $56.3K - $61.5K
53K $1.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
542
+ 3.05%
$58.88 - $64.8 $31.9K - $35.1K
18.3K $1.08M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
207
+ 1.29%
$70.1 - $76.53 $14.5K - $15.8K
16.2K $1.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
29
+ 0.11%
$71.75 - $75.11 $2.08K - $2.18K
26.4K $1.9M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
30
+ 0.65%
$81.7 - $100.47 $2.45K - $3.01K
4.67K $381K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
747
+ 1.42%
$38.37 - $42.82 $28.7K - $32K
53.2K $2.04M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
1.01K
+ 0.89%
$44.25 - $47.77 $44.5K - $48K
114K $5.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
134K
+ 103.21%
$18.41 - $40.87 $2.46M - $5.46M
263K $4.87M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
554
+ 0.76%
$79.93 - $88.06 $44.3K - $48.8K
73.9K $5.91M
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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