One Wealth Advisors, LLC Closed Holding Positions

One Wealth Advisors, LLC

  • $646 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FITB
Fifth Third Bancorp

Financial Services
Q1 2020 Filed on May 15, 2020
16,239
$11.67 - $31.02 $190K - $504K
GLDD
Great Lakes Dredge & Dock Corp

Industrials
Q1 2020 Filed on May 15, 2020
10,828
$6.78 - $11.91 $73.4K - $129K
CSWI
Csw Industrials, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
3,086
$58.53 - $80.51 $181K - $248K
CMI
Cummins Inc

Industrials
Q1 2020 Filed on May 15, 2020
1,154
$102.76 - $179.32 $119K - $207K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
4,467
$21.35 - $62.03 $95.4K - $277K
CMA
Comerica Inc

Financial Services
Q4 2019 Filed on Feb 13, 2020
4,587
$62.33 - $72.76 $286K - $334K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
6,609
$39.69 - $47.25 $262K - $312K
Tech Data Corp
Q4 2019 Filed on Feb 13, 2020
2,972
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
2,053
$97.62 - $114.66 $200K - $235K
ARCB
Arcbest Corp

Industrials
Q4 2019 Filed on Feb 13, 2020
9,074
$26.98 - $31.61 $245K - $287K
BEN
Franklin Resources Inc

Financial Services
Q4 2019 Filed on Feb 13, 2020
7,922
$25.8 - $28.99 $204K - $230K
K12 Inc
Q4 2019 Filed on Feb 13, 2020
8,340
N/A
CVI
Cvr Energy Inc

Energy
Q4 2019 Filed on Feb 13, 2020
8,587
$40.01 - $47.88 $344K - $411K
BSMX
Banco Santander Mexico S.A., Institucion De Banca Multiple, Grupo Financiero Santander Mexico

Financial Services
Q4 2019 Filed on Feb 13, 2020
14,134
$6.18 - $7.19 $87.3K - $102K
FF
Future Fuel Corp.

Basic Materials
Q4 2019 Filed on Feb 13, 2020
11,827
$10.92 - $13.25 $129K - $157K
KSS
Kohls Corp

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
5,231
$45.94 - $59.08 $240K - $309K
TXT
Textron Inc

Industrials
Q4 2019 Filed on Feb 13, 2020
10,207
$43.45 - $50.63 $443K - $517K
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Feb 13, 2020
13,226
$3.95 - $4.69 $52.2K - $62K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2019 Filed on Feb 13, 2020
4,020
N/A
Renewable Energy Group Inc
Q3 2019 Filed on Nov 14, 2019
13,930
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2019 Filed on Nov 14, 2019
18,157
$8.71 - $11.94 $158K - $217K
TDS
Telephone & Data Systems Inc

Communication Services
Q3 2019 Filed on Nov 14, 2019
7,145
$24.21 - $33.44 $173K - $239K
AGCO
Agco Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
2,949
$64.14 - $80.21 $189K - $237K
Hcp Inc
Q3 2019 Filed on Nov 14, 2019
14,296
N/A
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
11,513
$26.67 - $31.0 $307K - $357K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 14, 2019
1,805
$94.35 - $119.35 $170K - $215K
INTU
Intuit Inc

Technology
Q3 2019 Filed on Nov 14, 2019
2,654
$263.19 - $292.31 $699K - $776K
Sk Telecom CO LTD
Q3 2019 Filed on Nov 14, 2019
8,960
N/A
TRI
Thomson Reuters Corp

Industrials
Q2 2019 Filed on Aug 14, 2019
68
$58.61 - $66.87 $3.99K - $4.55K
R1 Rcm Inc
Q2 2019 Filed on Aug 14, 2019
165
N/A
Varian Medical Systems Inc
Q2 2019 Filed on Aug 14, 2019
53
N/A
Vedanta LTD
Q2 2019 Filed on Aug 14, 2019
134
N/A
SCVL
Shoe Carnival Inc

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
7,157
$12.46 - $18.93 $89.2K - $135K
TX
Ternium S.A.

Basic Materials
Q2 2019 Filed on Aug 14, 2019
19
$21.14 - $28.71 $402 - $545
VRNT
Verint Systems Inc

Technology
Q2 2019 Filed on Aug 14, 2019
100
$26.95 - $32.51 $2.7K - $3.25K
VRTV
Veritiv Corp

Industrials
Q2 2019 Filed on Aug 14, 2019
7
$17.66 - $28.43 $124 - $199
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
51
$34.77 - $39.22 $1.77K - $2K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2019 Filed on Aug 14, 2019
102
$15.56 - $18.88 $1.59K - $1.93K
WRK
West Rock CO

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
517
$32.6 - $39.89 $16.9K - $20.6K
WDC
Western Digital Corp

Technology
Q2 2019 Filed on Aug 14, 2019
867
$36.24 - $55.39 $31.4K - $48K
WAL
Western Alliance Bancorporation

Financial Services
Q2 2019 Filed on Aug 14, 2019
94
$41.15 - $49.05 $3.87K - $4.61K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q2 2019 Filed on Aug 14, 2019
0
$62.09 - $86.14 $0 - $0
WAT
Waters Corp

Healthcare
Q2 2019 Filed on Aug 14, 2019
7
$199.58 - $253.15 $1.4K - $1.77K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2019 Filed on Aug 14, 2019
223
$50.23 - $57.35 $11.2K - $12.8K
Holly Frontier Corp
Q2 2019 Filed on Aug 14, 2019
492
N/A
WBT
Welbilt, Inc.

Industrials
Q2 2019 Filed on Aug 14, 2019
1,194
$15.27 - $17.27 $18.2K - $20.6K
SNN
Smith & Nephew PLC

Healthcare
Q2 2019 Filed on Aug 14, 2019
19
$37.82 - $43.93 $719 - $835
TUR
Ishares Msci Turkey ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
46
$20.24 - $25.66 $931 - $1.18K
SNAP
Snap Inc

Communication Services
Q2 2019 Filed on Aug 14, 2019
50
$10.11 - $14.86 $506 - $743
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