Kmg Fiduciary Partners, LLC Closed Holding Positions

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNOW
Snowflake Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
10,146
$113.3 - $241.23 $1.15M - $2.45M
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 13, 2022
3,316
$59.67 - $85.42 $198K - $283K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Jul 13, 2022
2,346
$62.81 - $96.09 $147K - $225K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q2 2022 Filed on Jul 13, 2022
8,883
$28.93 - $32.12 $257K - $285K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
1,901
$47.02 - $191.65 $89.4K - $364K
RBLX
Roblox Corp

Communication Services
Q2 2022 Filed on Jul 13, 2022
4,592
$23.19 - $50.02 $106K - $230K
Xilinx Inc
Q1 2022 Filed on Apr 19, 2022
1,365
N/A
BOTZ
Global X Fds

ETFs
Q1 2022 Filed on Apr 19, 2022
12,571
$26.13 - $36.09 $328K - $454K
ROKU
Roku, Inc

Communication Services
Q1 2022 Filed on Apr 19, 2022
927
$100.69 - $233.19 $93.3K - $216K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Jan 12, 2022
4,547
$79.7 - $88.13 $362K - $401K
DE
Deere & CO

Industrials
Q4 2021 Filed on Jan 12, 2022
4,789
$329.0 - $367.86 $1.58M - $1.76M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2021 Filed on Jan 12, 2022
4,792
$50.63 - $50.81 $243K - $243K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q4 2021 Filed on Jan 12, 2022
29,294
$60.8 - $67.59 $1.78M - $1.98M
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Jan 12, 2022
6,179
$65.12 - $73.93 $402K - $457K
K
Kellogg CO

Consumer Defensive
Q4 2021 Filed on Jan 12, 2022
5,714
$61.03 - $65.78 $349K - $376K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Jan 12, 2022
7,746
$28.67 - $37.13 $222K - $288K
Enviva Partners LP
Q4 2021 Filed on Jan 12, 2022
4,587
N/A
Draftkings Inc
Q4 2021 Filed on Jan 12, 2022
4,215
N/A
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 12, 2021
3,826
$209.08 - $232.03 $800K - $888K
General Electric CO
Q3 2021 Filed on Oct 12, 2021
19,355
N/A
Slack Technologies Inc
Q3 2021 Filed on Oct 12, 2021
25,563
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q3 2021 Filed on Oct 12, 2021
5,564
$31.16 - $36.97 $173K - $206K
FTC
First Tr Lge Cap Growth

ETFs
Q3 2021 Filed on Oct 12, 2021
2,023
$107.61 - $119.12 $218K - $241K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Oct 12, 2021
9,874
$30.48 - $38.73 $301K - $382K
MRVL
Marvell Technology, Inc.

Technology
Q3 2021 Filed on Oct 12, 2021
21,579
$53.97 - $63.61 $1.16M - $1.37M
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2021 Filed on Oct 12, 2021
1,140
$164.78 - $196.67 $188K - $224K
Marvell Technology Group LTD
Q2 2021 Filed on Jul 20, 2021
23,081
N/A
Seagate Technology PLC
Q2 2021 Filed on Jul 20, 2021
3,761
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2021 Filed on Apr 08, 2021
670
$368.79 - $397.26 $247K - $266K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q1 2021 Filed on Apr 08, 2021
7,849
$50.71 - $51.03 $398K - $401K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2021 Filed on Apr 08, 2021
41,777
$51.09 - $53.61 $2.13M - $2.24M
SDGR
Schrodinger, Inc.

Healthcare
Q1 2021 Filed on Apr 08, 2021
2,530
$64.61 - $113.09 $163K - $286K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Oct 13, 2020
1,586
$126.88 - $145.8 $201K - $231K
ITW
Illinois Tool Works Inc

Industrials
Q3 2020 Filed on Oct 13, 2020
2,272
$172.44 - $201.95 $392K - $459K
RJF
Raymond James Financial Inc

Financial Services
Q2 2020 Filed on Jul 22, 2020
15,283
$38.35 - $54.44 $586K - $832K
Raytheon CO
Q2 2020 Filed on Jul 22, 2020
45,766
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on Apr 29, 2020
9,826
$12.27 - $29.02 $121K - $285K
United Technologies Corp
Q1 2020 Filed on Apr 29, 2020
32,357
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2020 Filed on Apr 29, 2020
2,581
$80.33 - $87.96 $207K - $227K
MFC
Manulife Financial Corp

Financial Services
Q1 2020 Filed on Apr 29, 2020
12,495
$8.9 - $21.14 $111K - $264K
PPL
Ppl Corp

Utilities
Q1 2020 Filed on Apr 29, 2020
10,670
$18.59 - $36.74 $198K - $392K
Libbey Inc
Q1 2020 Filed on Apr 29, 2020
10,200
N/A
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2020 Filed on Apr 29, 2020
17,425
$13.24 - $20.63 $231K - $359K
LYFT
Lyft, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
19,706
$16.05 - $53.94 $316K - $1.06M
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
10,125
$13.54 - $19.13 $137K - $194K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
17,402
$10.01 - $15.25 $174K - $265K
Celgene Corp
Q4 2019 Filed on Jan 29, 2020
15,441
N/A
NTGR
Netgear, Inc.

Technology
Q4 2019 Filed on Jan 29, 2020
23,632
$23.78 - $33.7 $562K - $796K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2019 Filed on Jan 29, 2020
4,832
$61.99 - $72.6 $300K - $351K
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