Moneta Group Investment Advisors LLC Closed Holding Positions

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WWE
World Wrestling Entertainmentinc

Communication Services
Q2 2019 Filed on Aug 13, 2019
1,625
$71.11 - $99.25 $116K - $161K
TKR
Timken CO

Industrials
Q2 2019 Filed on Aug 13, 2019
2,682
$43.78 - $52.16 $117K - $140K
Speedway Motorsports Inc Com
Q2 2019 Filed on Aug 13, 2019
1,313
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2019 Filed on Aug 13, 2019
178,789
N/A
CODI
Compass Diversified Holdings

Industrials
Q2 2019 Filed on Aug 13, 2019
2,677
$15.55 - $19.11 $41.6K - $51.2K
CPB
Campbell Soup CO

Consumer Defensive
Q2 2019 Filed on Aug 13, 2019
2,701
$35.8 - $43.08 $96.7K - $116K
Dowdupont Inc Com
Q2 2019 Filed on Aug 13, 2019
10,798
N/A
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2019 Filed on Aug 13, 2019
1,437
$149.93 - $181.43 $215K - $261K
MRO
Marathon Oil Corp

Energy
Q2 2019 Filed on Aug 13, 2019
3,052
$12.98 - $18.78 $39.6K - $57.3K
GOLD
Barrick Gold Corp

Basic Materials
Q2 2019 Filed on Aug 13, 2019
2,991
$11.74 - $16.24 $35.1K - $48.6K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2019 Filed on Aug 13, 2019
1,077
$57.77 - $61.38 $62.2K - $66.1K
NTRS
Northern Trust Corp

Financial Services
Q2 2019 Filed on Aug 13, 2019
3,761
$85.25 - $99.48 $321K - $374K
JCI
Johnson Controls International PLC

Industrials
Q2 2019 Filed on Aug 13, 2019
1,678
$35.81 - $41.31 $60.1K - $69.3K
Nci Bldg Sys Inc
Q2 2019 Filed on Aug 13, 2019
19,643
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2019 Filed on Aug 13, 2019
3,851
$56.88 - $74.6 $219K - $287K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2019 Filed on May 15, 2019
4,140
$47.96 - $53.89 $199K - $223K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2019 Filed on May 15, 2019
2,286
$88.81 - $102.85 $203K - $235K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q1 2019 Filed on May 15, 2019
2,574
N/A
DRE
Duke Realty Corp

Real Estate
Q1 2019 Filed on May 15, 2019
14,015
$25.04 - $30.83 $351K - $432K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
18,219
$103.39 - $131.75 $1.88M - $2.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q4 2018 Filed on Feb 11, 2019
542
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2018 Filed on Feb 11, 2019
1,154
$155.39 - $205.13 $179K - $237K
HES
Hess Corp

Energy
Q4 2018 Filed on Feb 11, 2019
3,223
$36.43 - $74.59 $117K - $240K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2018 Filed on Feb 11, 2019
1,500
N/A
Express Scripts Inc
Q4 2018 Filed on Feb 11, 2019
11,781
N/A
First Data Corp New Com Cl A
Q4 2018 Filed on Feb 11, 2019
11,860
N/A
WSM
Williams Sonoma Inc

Consumer Cyclical
Q4 2018 Filed on Feb 11, 2019
3,270
$45.54 - $65.01 $149K - $213K
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2018 Filed on Feb 11, 2019
6,632
N/A
RHP
Ryman Hospitality Properties, Inc.

Real Estate
Q4 2018 Filed on Feb 11, 2019
213
$65.64 - $85.55 $14K - $18.2K
Corporate Cap Tr Inc Com
Q4 2018 Filed on Feb 11, 2019
47,712
N/A
IP
International Paper CO

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
340
$46.54 - $51.69 $15.8K - $17.6K
Flir Systems Inc
Q3 2018 Filed on Nov 13, 2018
7,310
N/A
NVR
Nvr Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
79
$2470.8 - $3173.29 $195K - $251K
NTAP
Net App, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
3,674
$77.29 - $87.92 $284K - $323K
CTXS
Citrix Systems Inc

Technology
Q3 2018 Filed on Nov 13, 2018
364
$105.83 - $114.42 $38.5K - $41.6K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,320
$15.97 - $16.83 $37.1K - $39K
UNM
Unum Group

Financial Services
Q3 2018 Filed on Nov 13, 2018
439
$35.01 - $40.51 $15.4K - $17.8K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q3 2018 Filed on Nov 13, 2018
731
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q3 2018 Filed on Nov 13, 2018
11,100
$3.74 - $3.88 $41.5K - $43.1K
UIS
Unisys Corp

Technology
Q3 2018 Filed on Nov 13, 2018
2,000
$12.7 - $20.75 $25.4K - $41.5K
Gramercy Ppty Tr Com New
Q3 2018 Filed on Nov 13, 2018
994
N/A
YELP
Yelp Inc

Communication Services
Q3 2018 Filed on Nov 13, 2018
10,500
$36.88 - $52.07 $387K - $547K
XHS
Spdr S&P Health Care Services

ETFs
Q3 2018 Filed on Nov 13, 2018
383
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,979
$18.76 - $22.57 $37.1K - $44.7K
VC
Visteon Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
1,640
$92.9 - $138.42 $152K - $227K
THO
Thor Industries Inc

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
314
$83.7 - $105.64 $26.3K - $33.2K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2018 Filed on Nov 13, 2018
863
$31.39 - $32.91 $27.1K - $28.4K
FAM
First Trust/Aberdeen Global Opportunity Income Fund

Financial Services
Q3 2018 Filed on Nov 13, 2018
2,000
$9.34 - $10.15 $18.7K - $20.3K
Xilinx Inc
Q3 2018 Filed on Nov 13, 2018
2,741
N/A
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