Kathleen S. Wright Associates Inc. Sells in Q3 2024

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.16K
- 2.25%
$100.3 - $100.74 $317K - $318K
137K $13.8M
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
-4.22K
- 28.84%
$22.58 - $26.27 $95.3K - $111K
10.4K $268K
PPG
Ppg Industries Inc

Basic Materials
-791
- 12.83%
$118.32 - $134.55 $93.6K - $106K
5.37K $711K
MOTI
Vaneck Morningstar Internation

ETFs
-5.93K
- 14.57%
$30.71 - $35.45 $182K - $210K
34.8K $1.22M
VNQ
Vanguard Specialized Funds Van

ETFs
-631
- 61.2%
$82.97 - $98.97 $52.4K - $62.5K
400 $38K
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
-1.58K
- 7.29%
$19.0 - $21.5 $30K - $34K
20.1K $426K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-10
- 10.0%
$1024.09 - $1201.76 $10.2K - $12K
90 $94K
VEA
Vanguard Ftse Developed Market

ETFs
-183
- 23.22%
$47.6 - $53.31 $8.71K - $9.76K
605 $31K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-225
- 11.28%
$39.47 - $49.4 $8.88K - $11.1K
1.77K $84K
VLUE
Ishares Msci Usa Value Factor

ETFs
-28
- 80.0%
$99.14 - $109.18 $2.78K - $3.06K
7 $0
EQT
Eqt Corp

Energy
-21
- 4.96%
$30.21 - $37.21 $634 - $781
402 $14K
SUB
Ishares Short Term National Mu

ETFs
-1
- 1.01%
$104.3 - $106.3 $104 - $106
98 $10K
META
Meta Platforms, Inc.

Communication Services
-11
- 12.22%
$453.41 - $572.44 $4.99K - $6.3K
79 $45K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-551
- 6.22%
$41.9 - $48.26 $23.1K - $26.6K
8.31K $397K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.86%
$3305.62 - $4268.05 $9.92K - $12.8K
102 $429K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-258
- 1.75%
$48.46 - $54.37 $12.5K - $14K
14.5K $779K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-53
- 1.24%
$175.46 - $203.3 $9.3K - $10.8K
4.23K $857K
ROUS
Hartford Multifactor Us Equity

ETFs
-5
- 0.08%
$47.43 - $51.86 $237 - $259
6.33K $328K
AAPL
Apple Inc.

Technology
-41
- 2.23%
$207.23 - $234.82 $8.5K - $9.63K
1.8K $419K
V
Visa Inc.

Financial Services
-178
- 2.23%
$253.74 - $291.56 $45.2K - $51.9K
7.82K $2.15M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-146
- 0.55%
$71.45 - $75.64 $10.4K - $11K
26.4K $1.98M
VT
Vanguard Total World Stk Index

ETFs
-16
- 0.14%
$107.72 - $119.96 $1.72K - $1.92K
11.5K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-58
- 1.25%
$520.18 - $576.82 $30.2K - $33.5K
4.57K $2.64M
EEMV
Ishares Msci Emerging Markets

ETFs
-179
- 0.81%
$56.77 - $63.31 $10.2K - $11.3K
21.9K $1.37M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-127
- 0.75%
$112.99 - $126.45 $14.3K - $16.1K
16.9K $2.13M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-214
- 0.59%
$61.97 - $69.37 $13.3K - $14.8K
36K $2.49M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.27K
- 2.05%
$83.76 - $91.82 $106K - $117K
60.5K $5.52M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.08K
- 0.77%
$46.45 - $53.68 $50.1K - $57.9K
140K $7.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-582
- 1.08%
$405.19 - $478.57 $236K - $279K
53.4K $24.6M
Activity Summary
Buys All Purchases 143 New Holdings 76 Increased Positions 67 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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