One Wealth Advisors, LLC Closed Holding Positions

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
PARA
Paramount Global

Communication Services
Q1 2020 Filed on May 15, 2020
20,223
$11.28 - $42.13 $228K - $852K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2020 Filed on May 15, 2020
3,323
$60.3 - $76.61 $200K - $255K
DAL
Delta Air Lines, Inc.

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

Technology
Q1 2020 Filed on May 15, 2020
7,349
$18.49 - $43.22 $136K - $318K
VOYA
Voya Financial, Inc.

Financial Services
Q1 2020 Filed on May 15, 2020
3,891
$30.36 - $63.62 $118K - $248K
CVI
Cvr Energy Inc

Energy
Q4 2019 Filed on Feb 13, 2020
8,587
$40.01 - $47.88 $344K - $411K
KSS
Kohls Corp

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

Financial Services
Q4 2019 Filed on Feb 13, 2020
4,587
$62.33 - $72.76 $286K - $334K
BEN
Franklin Resources Inc

Financial Services
Q4 2019 Filed on Feb 13, 2020
7,922
$25.8 - $28.99 $204K - $230K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2019 Filed on Feb 13, 2020
4,020
N/A
AEG
Aegon Nv

Financial Services
Q4 2019 Filed on Feb 13, 2020
13,226
$3.95 - $4.69 $52.2K - $62K
Viacom Inc
Q4 2019 Filed on Feb 13, 2020
34,764
N/A
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
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2019 Filed on Feb 13, 2020
6,609
$39.69 - $47.25 $262K - $312K
ARCB
Arcbest Corp

Industrials
Q4 2019 Filed on Feb 13, 2020
9,074
$26.98 - $31.61 $245K - $287K
Tech Data Corp
Q4 2019 Filed on Feb 13, 2020
2,972
N/A
K12 Inc
Q4 2019 Filed on Feb 13, 2020
8,340
N/A
FF
Future Fuel Corp.

Basic Materials
Q4 2019 Filed on Feb 13, 2020
11,827
$10.92 - $13.25 $129K - $157K
TXT
Textron Inc

Industrials
Q4 2019 Filed on Feb 13, 2020
10,207
$43.45 - $50.63 $443K - $517K
Sk Telecom CO LTD
Q3 2019 Filed on Nov 14, 2019
8,960
N/A
Renewable Energy Group Inc
Q3 2019 Filed on Nov 14, 2019
13,930
N/A
Hcp Inc
Q3 2019 Filed on Nov 14, 2019
14,296
N/A
TDS
Telephone & Data Systems Inc

Communication Services
Q3 2019 Filed on Nov 14, 2019
7,145
$24.21 - $33.44 $173K - $239K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
11,513
$26.67 - $31.0 $307K - $357K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2019 Filed on Nov 14, 2019
18,157
$8.71 - $11.94 $158K - $217K
AGCO
Agco Corp

Industrials
Q3 2019 Filed on Nov 14, 2019
2,949
$64.14 - $80.21 $189K - $237K
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
EC
Ecopetrol S.A.

Energy
Q2 2019 Filed on Aug 14, 2019
98
$16.39 - $21.97 $1.61K - $2.15K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
4,863
$40.91 - $52.83 $199K - $257K
LEA
Lear Corp

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
1,633
$119.03 - $157.83 $194K - $258K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q2 2019 Filed on Aug 14, 2019
3,623
$21.0 - $23.5 $76.1K - $85.1K
Sl Green Realty Corp
Q2 2019 Filed on Aug 14, 2019
63
N/A
ASGN
Asgn Inc

Technology
Q2 2019 Filed on Aug 14, 2019
2,632
$50.73 - $68.57 $134K - $180K
Apergy Corp
Q2 2019 Filed on Aug 14, 2019
23
N/A
RMR
Rmr Group Inc.

Real Estate
Q2 2019 Filed on Aug 14, 2019
0
$42.14 - $63.88 $0 - $0
WIT
Wipro LTD

Technology
Q2 2019 Filed on Aug 14, 2019
597
$4.02 - $4.6 $2.4K - $2.75K
GWW
W.W. Grainger, Inc.

Industrials
Q2 2019 Filed on Aug 14, 2019
0
$258.56 - $316.5 $0 - $0
Wyndham Destinations Inc
Q2 2019 Filed on Aug 14, 2019
60
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
170
$17.69 - $22.11 $3.01K - $3.76K
PSO
Pearson PLC

Communication Services
Q2 2019 Filed on Aug 14, 2019
197
$9.75 - $11.2 $1.92K - $2.21K
EQNR
Equinor Asa

Energy
Q2 2019 Filed on Aug 14, 2019
69
$19.14 - $23.88 $1.32K - $1.65K
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2019 Filed on Aug 14, 2019
37
$35.45 - $48.2 $1.31K - $1.78K
HUM
Humana Inc

Healthcare
Q2 2019 Filed on Aug 14, 2019
726
$232.89 - $276.48 $169K - $201K
Immunomedics Inc
Q2 2019 Filed on Aug 14, 2019
74
N/A
Cimarex Energy CO
Q2 2019 Filed on Aug 14, 2019
165
N/A
China Telecom Corp LTD
Q2 2019 Filed on Aug 14, 2019
432
N/A
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email