Optimist Retirement Group LLC Sells in Q2 2024

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
PCAR
Paccar Inc

Industrials
-194
- 0.05%
$102.94 - $123.1 $20K - $23.9K
378K $39B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-449
- 0.2%
$47.37 - $50.09 $21.3K - $22.5K
223K $10.9B
IBM
International Business Machines Corp

Technology
-521
- 4.14%
$164.43 - $190.9 $85.7K - $99.5K
12.1K $2.08B
ABBV
Abb Vie Inc.

Healthcare
-261
- 1.89%
$154.79 - $180.76 $40.4K - $47.2K
13.5K $2.32B
NTAP
Net App, Inc.

Technology
-2.13K
- 49.55%
$97.91 - $129.03 $208K - $275K
2.17K $279M
AVGO
Broadcom Inc.

Technology
-457
- 21.72%
$1204.71 - $1828.87 $551K - $836K
1.65K $2.65B
RCII
Rent A Center Inc De

Industrials
-2.9K
- 29.08%
N/A
7.08K $217M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-1.92K
- 32.47%
$53.95 - $74.26 $103K - $142K
3.98K $263M
OMC
Omnicom Group Inc.

Communication Services
-588
- 19.77%
$88.41 - $97.66 $52K - $57.4K
2.39K $214M
VEA
Vanguard Ftse Developed Market

ETFs
-929
- 3.51%
$47.83 - $51.21 $44.4K - $47.6K
25.5K $1.26B
VNQ
Vanguard Specialized Funds Van

ETFs
-410
- 5.78%
$78.61 - $85.97 $32.2K - $35.2K
6.69K $560M
AMGN
Amgen Inc

Healthcare
-259
- 23.81%
$262.75 - $319.31 $68.1K - $82.7K
829 $259M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-272
- 6.66%
$112.27 - $120.96 $30.5K - $32.9K
3.81K $448M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-727
- 6.57%
$40.83 - $44.89 $29.7K - $32.6K
10.3K $453M
EAT
Brinker International, Inc

Consumer Cyclical
-1.32K
- 30.11%
$44.07 - $74.44 $58.3K - $98.4K
3.07K $222M
HRB
H&R Block Inc

Consumer Cyclical
-4.59K
- 9.18%
$46.26 - $54.23 $212K - $249K
45.4K $2.46B
DELL
Dell Technologies Inc.

Technology
-282
- 14.27%
$114.87 - $179.21 $32.4K - $50.5K
1.69K $234M
LLY
Eli Lilly & CO

Healthcare
-418
- 13.7%
$724.87 - $909.04 $303K - $380K
2.63K $2.38B
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-419
- 23.15%
$109.32 - $192.34 $45.8K - $80.6K
1.39K $247M
WING
Wingstop Inc.

Consumer Cyclical
-22
- 3.62%
$347.37 - $428.85 $7.64K - $9.43K
585 $247M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-20
- 1.27%
$126.6 - $161.4 $2.53K - $3.23K
1.56K $249M
PINS
Pinterest, Inc.

Communication Services
-566
- 9.66%
$32.4 - $44.98 $18.3K - $25.5K
5.29K $233M
FICO
Fair Isaac Corp

Technology
-4
- 2.4%
$1110.85 - $1488.66 $4.44K - $5.95K
163 $243M
GDDY
Go Daddy Inc.

Technology
-25
- 1.38%
$120.12 - $142.04 $3K - $3.55K
1.79K $250M
SPOT
Spotify Technology S.A.

Communication Services
-2
- 0.26%
$266.43 - $326.68 $533 - $653
773 $243M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-128
- 2.41%
$455.1 - $504.28 $58.3K - $64.5K
5.17K $2.59B
LNTH
Lantheus Holdings, Inc.

Healthcare
-219
- 6.79%
$58.87 - $83.05 $12.9K - $18.2K
3.01K $241M
QCOM
Qualcomm Inc

Technology
-2K
- 13.3%
$157.63 - $227.09 $315K - $454K
13K $2.6B
KLAC
Kla Corp

Technology
-338
- 10.22%
$628.16 - $863.31 $212K - $292K
2.97K $2.45B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-109
- 1.61%
$414.65 - $485.21 $45.2K - $52.9K
6.64K $3.18B
SPYG
Spdr Portfolio

ETFs
-4.05K
- 2.6%
$68.71 - $80.95 $278K - $328K
151K $12.1B
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group 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 Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email