Modera Wealth Management, LLC Closed Holding Positions

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
WDAY Workday, Inc. Technology	Q3 2020 Filed on Nov 12, 2020	22,425	$177.47 - $243.88 $3.98M - $5.47M
ACWX Ishares Msci Acwi Ex Us ETF ETFs	Q2 2020 Filed on Aug 12, 2020	11,969	$35.85 - $45.47 $429K - $544K
Centerstate Bk Corp	Q2 2020 Filed on Aug 12, 2020	10,579	N/A
United Technologies Corp	Q2 2020 Filed on Aug 12, 2020	7,435	N/A
Bb&T Corp	Q4 2019 Filed on Feb 05, 2020	19,784	N/A
Aerohive Networks Inc	Q3 2019 Filed on Nov 12, 2019	45,836	N/A
Stewardship Finl Corp	Q2 2019 Filed on Aug 07, 2019	10,702	N/A
Dowdupont Inc	Q2 2019 Filed on Aug 07, 2019	4,781	N/A
Aircastle LTD	Q2 2019 Filed on Aug 07, 2019	24,437	N/A
National Comm Corp	Q2 2019 Filed on Aug 07, 2019	6,412	N/A
WTMF Wisdomtree Tr Managed Futures ETFs	Q1 2019 Filed on May 13, 2019	10,000	N/A
Essendant Inc	Q4 2018 Filed on Feb 14, 2019	11,945	N/A
Community Health Sys Inc New	Q4 2018 Filed on Feb 14, 2019	20,000	N/A
Express Scripts Hldg CO	Q4 2018 Filed on Feb 14, 2019	2,298	N/A
Powershares Qqq Trust	Q2 2018 Filed on Aug 10, 2018	1,450	N/A
HSBC Hsbc Holdings PLC Financial Services	Q1 2018 Filed on May 10, 2018	4,000	$47.3 - $55.62 $189K - $222K
HEWG Ishares Currency Hedged Msci G ETFs	Q4 2017 Filed on Feb 05, 2018	9,084	$28.63 - $29.91 $260K - $272K
Time Warner Inc.	Q4 2017 Filed on Feb 05, 2018	2,143	N/A
Harris Corporation	Q4 2017 Filed on Feb 05, 2018	1,819	N/A
Powershares Exch Traded Fd Tst Ii S&P 50	Q4 2017 Filed on Feb 05, 2018	4,584	N/A
AGEN Agenus Inc Healthcare	Q4 2017 Filed on Feb 05, 2018	35,000	$3.26 - $4.78 $114K - $167K
Du Pont E I De Nemours & CO	Q3 2017 Filed on Nov 14, 2017	2,630	N/A

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