Kcs Wealth Advisory Closed Holding Positions

Kcs Wealth Advisory

  • $224 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
TGT
Target Corp

Consumer Defensive
Q4 2019 Filed on Jan 15, 2020
350
$105.16 - $129.21 $36.8K - $45.2K
Suntrust Bks Inc
Q4 2019 Filed on Jan 15, 2020
769
N/A
STT
State Street Corp

Financial Services
Q4 2019 Filed on Jan 15, 2020
17
$55.15 - $80.42 $938 - $1.37K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2019 Filed on Jan 15, 2020
440
$127.4 - $146.83 $56.1K - $64.6K
SQ
Block, Inc.

Technology
Q4 2019 Filed on Jan 15, 2020
74
$58.36 - $69.65 $4.32K - $5.15K
SRC
Spirit Realty Capital, Inc.

Real Estate
Q4 2019 Filed on Jan 15, 2020
1,867
$47.8 - $53.05 $89.2K - $99K
Spirit Mta Reit
Q4 2019 Filed on Jan 15, 2020
489
N/A
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2019 Filed on Jan 15, 2020
12
$107.21 - $109.95 $1.29K - $1.32K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2019 Filed on Jan 15, 2020
50
$74.65 - $98.46 $3.73K - $4.92K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2019 Filed on Jan 15, 2020
51
$29.24 - $29.77 $1.49K - $1.52K
BWX
Spdr Bloomberg International T

ETFs
Q4 2019 Filed on Jan 15, 2020
48
$28.31 - $28.95 $1.36K - $1.39K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2019 Filed on Jan 15, 2020
1,854
$27.03 - $27.91 $50.1K - $51.7K
RWX
Spdr Dow Jones International R

ETFs
Q4 2019 Filed on Jan 15, 2020
53
$38.14 - $41.15 $2.02K - $2.18K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q4 2019 Filed on Jan 15, 2020
14
$89.3 - $102.65 $1.25K - $1.44K
GLD
Spdr Gold Trust

ETFs
Q4 2019 Filed on Jan 15, 2020
139
$137.01 - $142.9 $19K - $19.9K
PSA
Public Storage

Real Estate
Q4 2019 Filed on Jan 15, 2020
135
$204.25 - $247.33 $27.6K - $33.4K
ARW
Arrow Electronics Inc

Technology
Q4 2019 Filed on Jan 15, 2020
145
$71.32 - $85.12 $10.3K - $12.3K
ARCC
Ares Capital Corp

Financial Services
Q4 2019 Filed on Jan 15, 2020
225
$18.1 - $19.02 $4.07K - $4.28K
Aqua America Inc
Q4 2019 Filed on Jan 15, 2020
1,016
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q4 2019 Filed on Jan 15, 2020
121
$80.56 - $97.86 $9.75K - $11.8K
AMP
Ameriprise Financial Inc

Financial Services
Q4 2019 Filed on Jan 15, 2020
174
$129.21 - $168.43 $22.5K - $29.3K
AIG
American International Group, Inc.

Financial Services
Q4 2019 Filed on Jan 15, 2020
100
$50.41 - $55.91 $5.04K - $5.59K
American Intl Group Inc
Q4 2019 Filed on Jan 15, 2020
53
N/A
AMED
Amedisys Inc

Healthcare
Q4 2019 Filed on Jan 15, 2020
2
$122.85 - $167.13 $246 - $334
DOX
Amdocs LTD

Technology
Q4 2019 Filed on Jan 15, 2020
1,500
$64.42 - $72.68 $96.6K - $109K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 15, 2020
974
$40.21 - $51.55 $39.2K - $50.2K
AIMC
Altra Industrial Motion Corp.

Industrials
Q4 2019 Filed on Jan 15, 2020
455
$25.24 - $36.21 $11.5K - $16.5K
ALGN
Align Technology Inc

Healthcare
Q4 2019 Filed on Jan 15, 2020
10
$179.75 - $279.62 $1.8K - $2.8K
ALC
Alcon Inc

Healthcare
Q4 2019 Filed on Jan 15, 2020
416
$55.04 - $59.27 $22.9K - $24.7K
AFL
Aflac Inc

Financial Services
Q4 2019 Filed on Jan 15, 2020
510
$50.58 - $54.84 $25.8K - $28K
Aurora Cannabis Inc
Q4 2019 Filed on Jan 15, 2020
1,862
N/A
Becton Dickinson & CO
Q4 2019 Filed on Jan 15, 2020
2,467
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2019 Filed on Jan 15, 2020
59
$405.6 - $485.73 $23.9K - $28.7K
Cbs Corp New
Q4 2019 Filed on Jan 15, 2020
219
N/A
CBZ
Cbiz, Inc.

Industrials
Q4 2019 Filed on Jan 15, 2020
900
$23.12 - $28.1 $20.8K - $25.3K
CATY
Cathay General Bancorp

Financial Services
Q4 2019 Filed on Jan 15, 2020
500
$33.65 - $38.73 $16.8K - $19.4K
CAT
Caterpillar Inc

Industrials
Q4 2019 Filed on Jan 15, 2020
605
$117.97 - $148.5 $71.4K - $89.8K
COF
Capital One Financial Corp

Financial Services
Q4 2019 Filed on Jan 15, 2020
490
$84.4 - $104.37 $41.4K - $51.1K
CGC
Canopy Growth Corp

Healthcare
Q4 2019 Filed on Jan 15, 2020
550
$14.22 - $23.38 $7.82K - $12.9K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2019 Filed on Jan 15, 2020
162
$41.59 - $51.43 $6.74K - $8.33K
CNI
Canadian National Railway CO

Industrials
Q4 2019 Filed on Jan 15, 2020
1,026
$83.78 - $94.81 $86K - $97.3K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 15, 2020
200
$191.89 - $229.58 $38.4K - $45.9K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2019 Filed on Jan 15, 2020
749
$33.89 - $38.94 $25.4K - $29.2K
BIIB
Biogen Inc.

Healthcare
Q4 2019 Filed on Jan 15, 2020
2
$220.06 - $304.07 $440 - $608
BHP
Bhp Group LTD

Basic Materials
Q4 2019 Filed on Jan 15, 2020
1,200
$42.35 - $49.34 $50.8K - $59.2K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 15, 2020
19
$73.6 - $146.42 $1.4K - $2.78K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2019 Filed on Jan 15, 2020
1,238
$51.95 - $59.42 $64.3K - $73.6K
ABT
Abbott Laboratories

Healthcare
Q4 2019 Filed on Jan 15, 2020
1,858
$78.51 - $87.4 $146K - $162K
MMM
3 M CO

Industrials
Q4 2019 Filed on Jan 15, 2020
83
$150.74 - $178.47 $12.5K - $14.8K
Track This Portfolio

Track Kcs Wealth Advisory Portfolio

Follow Kcs Wealth Advisory 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 Kcs Wealth Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Kcs Wealth Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email