O'Brien Wealth Partners LLC Closed Holding Positions

O'Brien Wealth Partners LLC

  • $484 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2022 Filed on Jul 22, 2022
794,211
$61.24 - $72.68 $48.6M - $57.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
2,478
$140.99 - $168.41 $349K - $417K
CATC
Cambridge Bancorp

Financial Services
Q1 2022 Filed on May 10, 2022
2,289
$80.47 - $93.26 $184K - $213K
VT
Vanguard Total World Stk Index

ETFs
Q4 2021 Filed on Feb 09, 2022
2,126
$101.45 - $109.23 $216K - $232K
WTRG
Essential Utilities, Inc.

Utilities
Q3 2021 Filed on Oct 07, 2021
8,136
$46.08 - $51.15 $375K - $416K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Oct 07, 2021
2,059
$89.42 - $103.33 $184K - $213K
VO
Vanguard Mid Cap ETF

ETFs
Q2 2021 Filed on Jul 12, 2021
925
$223.23 - $238.25 $206K - $220K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2021 Filed on Apr 13, 2021
2,344
$84.36 - $88.07 $198K - $206K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2020 Filed on Jan 11, 2021
2,607
$100.9 - $132.3 $263K - $345K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2020 Filed on Jan 11, 2021
1,000
$216.78 - $272.28 $217K - $272K
VTV
Vanguard Value ETF

ETFs
Q4 2020 Filed on Jan 11, 2021
2,589
$101.75 - $119.15 $263K - $308K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2020 Filed on Jul 10, 2020
10,102
$81.16 - $120.46 $820K - $1.22M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2020 Filed on Jul 10, 2020
28,023
$42.06 - $57.2 $1.18M - $1.6M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
Q2 2020 Filed on Jul 10, 2020
62,389
$31.04 - $45.54 $1.94M - $2.84M
ELD
Wisdomtree Emerging Local Debt

ETFs
Q2 2020 Filed on Jul 10, 2020
125,327
$28.54 - $33.31 $3.58M - $4.17M
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2020 Filed on Apr 03, 2020
2,376
$61.93 - $98.29 $147K - $234K
Aqua America Inc
Q1 2020 Filed on Apr 03, 2020
8,136
N/A
AWR
American States Water CO

Utilities
Q4 2019 Filed on Jan 07, 2020
3,000
$84.04 - $95.13 $252K - $285K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2019 Filed on Oct 04, 2019
5,358
$39.0 - $43.14 $209K - $231K
EEMV
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Oct 04, 2019
4,323
$55.22 - $59.35 $239K - $257K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q2 2019 Filed on Jul 08, 2019
4,023
N/A
IEFA
Ishares Tr

ETFs
Q2 2019 Filed on Jul 08, 2019
6,310
$59.39 - $62.73 $375K - $396K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2019 Filed on Jul 08, 2019
2,191
N/A
BA
Boeing CO

Industrials
Q1 2019 Filed on Apr 05, 2019
820
$310.9 - $440.62 $255K - $361K
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on Apr 05, 2019
14,590
N/A
ASML
Asml Holding Nv

Technology
Q4 2018 Filed on Jan 17, 2019
18
$145.01 - $191.81 $2.61K - $3.45K
Apergy Corp
Q4 2018 Filed on Jan 17, 2019
32
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
15
$157.12 - $227.4 $2.36K - $3.41K
AXP
American Express CO

Financial Services
Q4 2018 Filed on Jan 17, 2019
60
$89.5 - $112.89 $5.37K - $6.77K
ALLE
Allegion PLC

Industrials
Q4 2018 Filed on Jan 17, 2019
42
$75.41 - $93.1 $3.17K - $3.91K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
20
$131.89 - $163.74 $2.64K - $3.27K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
58
$31.33 - $46.39 $1.82K - $2.69K
CNQ
Canadian Natural Resources LTD

Energy
Q4 2018 Filed on Jan 17, 2019
113
$22.21 - $33.61 $2.51K - $3.8K
CX
Cemex Sab De Cv

Basic Materials
Q4 2018 Filed on Jan 17, 2019
327
$4.56 - $7.11 $1.49K - $2.32K
CC
Chemours CO

Basic Materials
Q4 2018 Filed on Jan 17, 2019
219
$25.34 - $41.64 $5.55K - $9.12K
Dowdupont Inc
Q4 2018 Filed on Jan 17, 2019
1,484
N/A
DOV
Dover Corp

Industrials
Q4 2018 Filed on Jan 17, 2019
64
$66.53 - $88.16 $4.26K - $5.64K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
119
$32.96 - $42.59 $3.92K - $5.07K
Ctrip Com Intl LTD
Q4 2018 Filed on Jan 17, 2019
45
N/A
CS
Credit Suisse Group Ag

Financial Services
Q4 2018 Filed on Jan 17, 2019
233
$10.42 - $14.88 $2.43K - $3.47K
CPA
Copa Holdings, S.A.

Industrials
Q4 2018 Filed on Jan 17, 2019
30
$68.27 - $87.66 $2.05K - $2.63K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
260
$42.62 - $49.17 $11.1K - $12.8K
CB
Chubb LTD

Financial Services
Q4 2018 Filed on Jan 17, 2019
28
$120.19 - $136.59 $3.37K - $3.82K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2018 Filed on Jan 17, 2019
58
N/A
BHP
Bhp Group LTD

Basic Materials
Q4 2018 Filed on Jan 17, 2019
90
$39.29 - $45.02 $3.54K - $4.05K
ABB
Abb LTD

Industrials
Q4 2018 Filed on Jan 17, 2019
137
$18.19 - $23.42 $2.49K - $3.21K
Gw Pharmaceuticals PLC
Q4 2018 Filed on Jan 17, 2019
98
N/A
DVYA
Ishares Asia/Pacific Divid 30

ETFs
Q4 2018 Filed on Jan 17, 2019
2,200
N/A
PSX
Phillips 66

Energy
Q4 2018 Filed on Jan 17, 2019
125
$78.5 - $118.47 $9.81K - $14.8K
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC 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 O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email