Kcm Investment Advisors LLC Closed Holding Positions

Kcm Investment Advisors LLC

  • $2.93 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BNL
Broadstone Net Lease, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
10,000
$19.06 - $22.57 $191K - $226K
MTTR
Matterport, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
11,189
$3.66 - $8.59 $41K - $96.1K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2022 Filed on Aug 15, 2022
25,000
$16.35 - $26.92 $409K - $673K
TFX
Teleflex Inc

Healthcare
Q2 2022 Filed on Aug 15, 2022
610
$244.93 - $354.82 $149K - $216K
PAA
Plains All American Pipeline LP

Energy
Q2 2022 Filed on Aug 15, 2022
11,910
$9.59 - $11.98 $114K - $143K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
9,650
$42.19 - $68.38 $407K - $660K
CINF
Cincinnati Financial Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
1,529
$112.7 - $141.25 $172K - $216K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q2 2022 Filed on Aug 15, 2022
7,545
$22.99 - $29.35 $173K - $221K
SLB
Schlumberger Limited

Energy
Q2 2022 Filed on Aug 15, 2022
15,377
$34.98 - $49.57 $538K - $762K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2022 Filed on Aug 15, 2022
37,458
$13.26 - $16.75 $497K - $627K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
7,455
$23.44 - $35.4 $175K - $264K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2022 Filed on Aug 15, 2022
2,977
$57.59 - $79.41 $171K - $236K
BHP
Bhp Group LTD

Basic Materials
Q2 2022 Filed on Aug 15, 2022
3,437
$54.75 - $70.74 $188K - $243K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 15, 2022
3,375
$56.92 - $70.83 $192K - $239K
LITE
Lumentum Holdings Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
2,241
$75.21 - $95.5 $169K - $214K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2022 Filed on Aug 15, 2022
2,386
$65.79 - $90.02 $157K - $215K
Pretium Res Inc
Q1 2022 Filed on May 13, 2022
16,810
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
36,278
$22.86 - $26.77 $829K - $971K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
1,645
$126.46 - $235.05 $208K - $387K
Royal Dutch Shell PLC
Q1 2022 Filed on May 13, 2022
16,221
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,309
$120.56 - $161.25 $158K - $211K
NICE
Nice Ltd.

Technology
Q1 2022 Filed on May 13, 2022
835
$202.74 - $295.34 $169K - $247K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
3,005
$51.78 - $75.76 $156K - $228K
MCO
Moodys Corp

Financial Services
Q1 2022 Filed on May 13, 2022
526
$301.31 - $386.27 $158K - $203K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
3,317
$63.11 - $82.31 $209K - $273K
RBLX
Roblox Corp

Communication Services
Q1 2022 Filed on May 13, 2022
2,404
$36.68 - $98.81 $88.2K - $238K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
2,887
$35.83 - $102.72 $103K - $297K
Xilinx Inc
Q1 2022 Filed on May 13, 2022
1,335
N/A
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
5,579
$21.55 - $45.47 $120K - $254K
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2022 Filed on May 13, 2022
5,544
$39.49 - $42.74 $219K - $237K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 13, 2022
581
$250.38 - $371.86 $145K - $216K
CBL
Cbl & Associates Properties Inc

Real Estate
Q1 2022 Filed on May 13, 2022
10,000
$26.42 - $32.89 $264K - $329K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on May 13, 2022
1,815
$89.52 - $114.03 $162K - $207K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,916
$113.3 - $137.26 $217K - $263K
Cerner Corp
Q1 2022 Filed on May 13, 2022
4,900
N/A
DFAT
Dimensional ETF Tr U S Target

ETFs
Q1 2022 Filed on May 13, 2022
5,154
$44.35 - $48.64 $229K - $251K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 13, 2022
2,421
$73.24 - $157.01 $177K - $380K
EA
Electronic Arts Inc.

Communication Services
Q1 2022 Filed on May 13, 2022
2,546
$119.13 - $139.01 $303K - $354K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
8,136
$100.11 - $117.09 $814K - $953K
WABC
Westamerica Bancorporation

Financial Services
Q4 2021 Filed on Feb 14, 2022
5,695
$53.78 - $58.0 $306K - $330K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 14, 2022
4,675
$41.59 - $49.44 $194K - $231K
Federal Rlty Invt Tr
Q4 2021 Filed on Feb 14, 2022
3,873
N/A
GRAMF
Tpco Holding Corp.

Healthcare
Q4 2021 Filed on Feb 14, 2022
13,370
$1.38 - $3.33 $18.5K - $44.5K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
808
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
3,889
$44.57 - $55.81 $173K - $217K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2021 Filed on Feb 14, 2022
7,724
$80.78 - $81.98 $624K - $633K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 12, 2021
11,017
$13.25 - $15.13 $146K - $167K
OLED
Universal Display Corp Pa

Technology
Q3 2021 Filed on Nov 12, 2021
900
$170.96 - $234.49 $154K - $211K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
1,698
$114.82 - $121.36 $195K - $206K
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