Motive Wealth Advisors Closed Holding Positions

Motive Wealth Advisors

  • $185 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2022 Filed on Aug 03, 2022
14,318
$46.62 - $50.36 $668K - $721K
RGEN
Repligen Corp

Healthcare
Q2 2022 Filed on Aug 03, 2022
1,175
$140.68 - $188.02 $165K - $221K
COUP
Coupa Software Inc

Technology
Q2 2022 Filed on Aug 03, 2022
2,180
$50.91 - $108.6 $111K - $237K
PWSC
Powerschool Holdings, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
10,014
$11.8 - $17.24 $118K - $173K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q2 2022 Filed on Aug 03, 2022
3,856
$89.02 - $106.83 $343K - $412K
GDDY
Go Daddy Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
3,881
$65.31 - $87.41 $253K - $339K
EVBG
Everbridge, Inc.

Technology
Q1 2022 Filed on May 03, 2022
5,737
$30.61 - $67.88 $176K - $389K
TUEM
Tuesday Morning Corp

Consumer Defensive
Q1 2022 Filed on May 03, 2022
141,271
$1.1 - $2.25 $155K - $318K
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on May 03, 2022
2,637
$158.58 - $215.92 $418K - $569K
CINF
Cincinnati Financial Corp

Financial Services
Q1 2022 Filed on May 03, 2022
4,052
$113.11 - $138.15 $458K - $560K
CLVT
Clarivate PLC

Technology
Q1 2022 Filed on May 03, 2022
18,922
$12.23 - $24.51 $231K - $464K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2022 Filed on May 03, 2022
567
$357.49 - $445.92 $203K - $253K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,138
$196.8 - $241.65 $224K - $275K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
3,513
$132.87 - $168.87 $467K - $593K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q4 2021 Filed on Feb 08, 2022
8,294
$52.59 - $53.43 $436K - $443K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 08, 2022
1,126
$358.15 - $413.86 $403K - $466K
MTN
Vail Resorts Inc

Consumer Cyclical
Q3 2021 Filed on Nov 16, 2021
849
$285.28 - $351.85 $242K - $299K
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