Massachusetts Wealth Management Reduced Holdings in Q3 2024

Massachusetts Wealth Management

  • $159 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBS
Ubs Group Ag

Financial Services
-27.5K
- 54.35%
$27.97 - $31.42 $769K - $864K
23.1K $713M
SLB
Schlumberger Limited

Energy
-7.78K
- 13.59%
$39.57 - $49.67 $308K - $386K
49.4K $2.07B
DOW
Dow Inc.

Basic Materials
-10.7K
- 52.74%
$50.15 - $55.41 $535K - $591K
9.56K $522M
UPS
United Parcel Service Inc

Industrials
-3.45K
- 59.5%
$123.32 - $147.38 $425K - $508K
2.35K $320M
CVX
Chevron Corp

Energy
-1.8K
- 7.98%
$137.88 - $161.97 $249K - $292K
20.8K $3.06B
COP
Conocophillips

Energy
-1.48K
- 4.7%
$102.3 - $116.61 $151K - $172K
29.9K $3.15B
FCX
Freeport Mcmoran Inc

Basic Materials
-4.9K
- 34.65%
$39.52 - $51.92 $194K - $254K
9.24K $461M
HAL
Halliburton CO

Energy
-2.63K
- 14.44%
$27.81 - $36.44 $73K - $95.7K
15.6K $452M
BIIB
Biogen Inc.

Healthcare
-25
- 0.86%
$189.07 - $236.8 $4.73K - $5.92K
2.88K $557M
WFC
Wells Fargo & Company

Financial Services
-250
- 0.79%
$51.58 - $60.97 $12.9K - $15.2K
31.3K $1.77B
XOM
Exxon Mobil Corp

Energy
-1.38K
- 3.68%
$109.72 - $119.0 $151K - $164K
36K $4.22B
NVO
Novo Nordisk A S

Healthcare
-25
- 0.79%
$119.07 - $145.42 $2.98K - $3.64K
3.15K $375M
BKR
Baker Hughes CO

Energy
-775
- 7.99%
$32.92 - $38.72 $25.5K - $30K
8.93K $323M
V
Visa Inc.

Financial Services
-62
- 7.2%
$253.74 - $291.56 $15.7K - $18.1K
799 $220M
VMC
Vulcan Materials CO

Basic Materials
-50
- 0.86%
$231.83 - $274.51 $11.6K - $13.7K
5.75K $1.44B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.62K
- 2.66%
$76.94 - $79.54 $125K - $129K
59.4K $4.72B
SWX
Southwest Gas Holdings, Inc.

Utilities
-225
- 2.76%
$68.16 - $75.87 $15.3K - $17.1K
7.92K $584M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-455
- 1.67%
$76.38 - $78.87 $34.8K - $35.9K
26.8K $2.11B
AMGN
Amgen Inc

Healthcare
-141
- 1.96%
$309.38 - $337.38 $43.6K - $47.6K
7.07K $2.28B
IHE
Ishares Tr

ETFs
-285
- 1.92%
$65.61 - $72.86 $18.7K - $20.8K
14.6K $1.03B
PEG
Public Service Enterprise Group Inc

Utilities
-350
- 6.25%
$73.58 - $89.21 $25.8K - $31.2K
5.25K $468M
COST
Costco Wholesale Corp

Consumer Defensive
-40
- 1.43%
$801.83 - $917.05 $32.1K - $36.7K
2.76K $2.44B
CL
Colgate Palmolive CO

Consumer Defensive
-75
- 0.56%
$95.54 - $108.77 $7.17K - $8.16K
13.3K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
-240
- 1.09%
$194.9 - $224.8 $46.8K - $54K
21.7K $4.57B
RTX
Raytheon Technologies Corp

Industrials
-73
- 0.88%
$99.55 - $123.34 $7.27K - $9K
8.18K $991M
ABBV
Abb Vie Inc.

Healthcare
-125
- 1.23%
$163.84 - $199.33 $20.5K - $24.9K
10K $1.98B
K
Kellogg CO

Consumer Defensive
-525
- 3.7%
$56.19 - $80.81 $29.5K - $42.4K
13.7K $1.1B
STT
State Street Corp

Financial Services
-25
- 0.12%
$73.37 - $89.31 $1.83K - $2.23K
21.5K $1.9B
TT
Trane Technologies PLC

Industrials
-5
- 0.08%
$314.21 - $388.71 $1.57K - $1.94K
6.27K $2.44B
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Massachusetts Wealth Management Portfolio

Follow Massachusetts Wealth Management 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 Massachusetts Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Massachusetts Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email