Kc Investment Advisors, LLC Closed Holding Positions

Kc Investment Advisors, LLC

  • $223 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
4,553
$42.82 - $51.88 $195K - $236K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Aug 15, 2022
2,832
$61.24 - $72.68 $173K - $206K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 15, 2022
8,399
$36.58 - $70.5 $307K - $592K
DGRO
Ishares Core Dividend Growth E

ETFs
Q2 2022 Filed on Aug 15, 2022
22,812
$45.84 - $53.69 $1.05M - $1.22M
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2022 Filed on Aug 15, 2022
14,794
$66.21 - $77.92 $980K - $1.15M
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2022 Filed on Aug 15, 2022
775
$204.13 - $302.4 $158K - $234K
LIN
Linde PLC

Basic Materials
Q2 2022 Filed on Aug 15, 2022
648
$287.53 - $335.76 $186K - $218K
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2022 Filed on Aug 15, 2022
3,965
$65.13 - $76.58 $258K - $304K
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q2 2022 Filed on Aug 15, 2022
2,789
$153.51 - $190.46 $428K - $531K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2022 Filed on Aug 15, 2022
9,140
$70.38 - $84.1 $643K - $769K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
7,039
$51.43 - $62.92 $362K - $443K
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Aug 15, 2022
2,227
$85.56 - $102.18 $191K - $228K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Aug 15, 2022
2,575
$59.67 - $85.42 $154K - $220K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 15, 2022
14,708
$31.92 - $38.05 $469K - $560K
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
1,431
$235.84 - $354.0 $337K - $507K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on May 13, 2022
2,762
$53.7 - $77.38 $148K - $214K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 13, 2022
3,633
$141.29 - $188.69 $513K - $686K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 13, 2022
5,954
$99.96 - $115.1 $595K - $685K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
305
$662.87 - $917.22 $202K - $280K
SYF
Synchrony Financial

Financial Services
Q1 2022 Filed on May 13, 2022
10,819
$34.76 - $49.46 $376K - $535K
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2022 Filed on May 13, 2022
2,308
N/A
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 13, 2022
1,024
$194.83 - $232.11 $200K - $238K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,388
$151.14 - $183.81 $210K - $255K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,611
$143.98 - $202.66 $232K - $326K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
12,027
$20.57 - $24.47 $247K - $294K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Feb 15, 2022
5,496
$50.63 - $50.81 $278K - $279K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
29,006
$14.93 - $15.37 $433K - $446K
BAR
Granite Shares Gold Trust

ETFs
Q3 2021 Filed on Nov 15, 2021
15,697
$17.14 - $18.17 $269K - $285K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
2,910
$145.08 - $221.87 $422K - $646K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2021 Filed on Nov 15, 2021
5,988
$96.17 - $106.29 $576K - $636K
BMY
Bristol Myers Squibb CO

Healthcare
Q3 2021 Filed on Nov 15, 2021
4,480
$59.17 - $69.31 $265K - $311K
BX
Blackstone Inc.

Financial Services
Q3 2021 Filed on Nov 15, 2021
6,890
$97.11 - $135.04 $669K - $930K
PNW
Pinnacle West Capital Corp

Utilities
Q3 2021 Filed on Nov 15, 2021
3,611
$71.68 - $86.39 $259K - $312K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Nov 15, 2021
2,287
$226.79 - $299.17 $519K - $684K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q3 2021 Filed on Nov 15, 2021
15,890
$18.68 - $21.1 $297K - $335K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
8,012
$26.87 - $31.28 $215K - $251K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
1,819
$125.66 - $149.17 $229K - $271K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q1 2021 Filed on May 14, 2021
6,257
$33.53 - $38.04 $210K - $238K
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
1,293
$178.17 - $222.18 $230K - $287K
CVS
Cvs Health Corp

Healthcare
Q1 2021 Filed on May 14, 2021
5,446
$68.13 - $76.3 $371K - $416K
PFM
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
12,708
$32.09 - $34.8 $408K - $442K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2021 Filed on May 14, 2021
1,555
$227.22 - $293.76 $353K - $457K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
5,246
$74.44 - $84.52 $391K - $443K
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
1,653
$127.21 - $148.97 $210K - $246K
XEL
Xcel Energy Inc

Utilities
Q1 2021 Filed on May 14, 2021
5,940
$58.03 - $67.0 $345K - $398K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
Q1 2021 Filed on May 14, 2021
6,565
$32.68 - $36.19 $215K - $238K
IEF
Ishares Barclays

ETFs
Q4 2020 Filed on Feb 12, 2021
1,666
$119.27 - $121.81 $199K - $203K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2020 Filed on Feb 12, 2021
2,456
$141.23 - $162.85 $347K - $400K
Aon PLC
Q4 2020 Filed on Feb 12, 2021
1,402
N/A
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