Means Investment Co., Inc. Closed Holding Positions

Means Investment Co., Inc.

  • $773 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2022 Filed on Jul 21, 2022
401
$572.57 - $743.86 $230K - $298K
Peoples United Financial Inc
Q2 2022 Filed on Jul 21, 2022
26,224
N/A
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 21, 2022
2,701
$56.81 - $112.28 $153K - $303K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Jul 21, 2022
1,093
N/A
VVV
Valvoline Inc

Energy
Q1 2022 Filed on Apr 26, 2022
5,019
$28.65 - $37.32 $144K - $187K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on Apr 26, 2022
628
$166.99 - $191.51 $105K - $120K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2022 Filed on Apr 26, 2022
1,950
$129.64 - $160.7 $253K - $313K
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
918
$178.96 - $219.43 $164K - $201K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
1,352
$94.64 - $184.26 $128K - $249K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 26, 2022
1,517
$113.3 - $137.26 $172K - $208K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
1,638
$88.72 - $164.03 $145K - $269K
VVV
Valvoline Inc

Energy
Q1 2022 Filed on Apr 26, 2022
3,000
$28.65 - $37.32 $86K - $112K
GLD
Spdr Gold Trust

ETFs
Q1 2022 Filed on Apr 26, 2022
4,200
$166.99 - $191.51 $701K - $804K
INFY
Infosys LTD

Technology
Q1 2022 Filed on Apr 26, 2022
10,000
$21.81 - $26.2 $218K - $262K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Apr 26, 2022
35,713
N/A
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on Apr 26, 2022
100
$178.96 - $219.43 $17.9K - $21.9K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,345
$203.94 - $344.46 $274K - $463K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
12,429
N/A
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
6,447
$34.93 - $62.68 $225K - $404K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Feb 14, 2022
4,046
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2021 Filed on Feb 14, 2022
144,382
$47.44 - $52.5 $6.85M - $7.58M
RH
Rh

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
391
$527.42 - $689.63 $206K - $270K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
1,100
N/A
XM
Qualtrics International Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
5,214
$31.27 - $47.24 $163K - $246K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q4 2021 Filed on Feb 14, 2022
4,209
$73.28 - $81.04 $308K - $341K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
3,730
$58.09 - $82.51 $217K - $308K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
2,500
$34.93 - $62.68 $87.3K - $157K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
5,531
$32.88 - $37.84 $182K - $209K
DBX
Dropbox, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
11,500
$29.22 - $32.44 $336K - $373K
BIDU
Baidu, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
1,142
$137.33 - $201.46 $157K - $230K
FVRR
Fiverr International Ltd.

Communication Services
Q3 2021 Filed on Nov 12, 2021
200
$161.38 - $258.6 $32.3K - $51.7K
SHV
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
3,998
$110.46 - $110.49 $442K - $442K
FVRR
Fiverr International Ltd.

Communication Services
Q3 2021 Filed on Nov 12, 2021
1,001
$161.38 - $258.6 $162K - $259K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2021 Filed on Nov 12, 2021
3,985
$86.09 - $86.31 $343K - $344K
DBX
Dropbox, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
100
$29.22 - $32.44 $2.92K - $3.24K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
1,281
$136.35 - $158.76 $175K - $203K
SOLO
Electrameccanica Vehicles Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
9,770
$3.05 - $4.98 $29.8K - $48.7K
SOLO
Electrameccanica Vehicles Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
3,500
$3.05 - $4.98 $10.7K - $17.4K
Barclays Bank PLC
Q2 2021 Filed on Aug 10, 2021
20,290
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 05, 2021
1,980
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q1 2021 Filed on Apr 05, 2021
1,326
$147.69 - $178.13 $196K - $236K
RUN
Sunrun Inc.

Technology
Q1 2021 Filed on Apr 05, 2021
3,009
$47.55 - $96.5 $143K - $290K
NVTA
Invitae Corp

Healthcare
Q1 2021 Filed on Apr 05, 2021
4,415
$33.06 - $56.93 $146K - $251K
DXCM
Dexcom Inc

Healthcare
Q1 2021 Filed on Apr 05, 2021
866
$84.79 - $104.74 $73.4K - $90.7K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2021 Filed on Apr 05, 2021
1,369
$110.26 - $156.58 $151K - $214K
UCO
Pro Shares Trust Ii

ETFs
Q4 2020 Filed on Feb 12, 2021
10,000
$5.67 - $9.35 $56.7K - $93.5K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2020 Filed on Feb 12, 2021
11,300
$10.36 - $15.83 $117K - $179K
XEL
Xcel Energy Inc

Utilities
Q4 2020 Filed on Feb 12, 2021
2,879
$64.31 - $74.71 $185K - $215K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2020 Filed on Nov 09, 2020
4,071
N/A
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