Marotta Asset Management Purchases and Sells in Q1 2024

Marotta Asset Management

  • $483 Million
  • Q1 2024

Top Buys

Incresed Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
87.9K
+ 18.86%
$28.71 - $31.12 $2.52M - $2.74M
554K $17.2M
1.52K
+ 1.13%
$172.45 - $191.88 $262K - $291K
136K $26M
5.56K
+ 43.85%
$232.77 - $260.14 $1.29M - $1.45M
18.2K $4.74M
19.1K
+ 3.15%
$47.38 - $47.91 $904K - $915K
625K $29.9M
35.6K
+ 29.94%
$19.98 - $23.51 $712K - $838K
155K $3.62M
15.1K
+ 27.94%
$44.28 - $47.58 $668K - $718K
69.1K $3.29M
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
62K
New
$22.26 - $24.98 $1.38M - $1.55M
62K $1.55M
11.9K
New
$31.11 - $34.02 $371K - $405K
11.9K $405K

Top Sells

Reduced Positions

60 operations
Stock Shares change Price Range Shares Held Trade History
-67.5K
- 26.22%
$26.73 - $28.96 $1.81M - $1.96M
190K $5.48M
-42.8K
- 8.17%
$39.04 - $42.23 $1.67M - $1.81M
481K $20.1M
-33.3K
- 19.53%
$37.99 - $43.97 $1.26M - $1.46M
137K $6.01M
-2.85K
- 1.51%
$44.52 - $48.12 $127K - $137K
187K $8.49M
-31K
- 10.37%
$23.47 - $25.45 $727K - $789K
268K $6.76M
-15K
- 6.4%
$36.24 - $41.43 $544K - $622K
219K $8.77M
View all
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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