Personal Wealth Partners Closed Holding Positions

Personal Wealth Partners

  • $0
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
NGVT
Ingevity Corp

Basic Materials
Q1 2020 Filed on May 07, 2020
2
$27.84 - $86.29 $55.7 - $173
HI
Hillenbrand, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
2
$14.29 - $33.6 $28.6 - $67.2
HUBB
Hubbell Inc

Industrials
Q1 2020 Filed on May 07, 2020
2
$86.71 - $149.54 $173 - $299
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2020 Filed on May 07, 2020
5
$75.38 - $119.76 $377 - $599
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
5
$84.67 - $147.77 $423 - $739
HR
Healthcare Realty Trust Inc

Real Estate
Q1 2020 Filed on May 07, 2020
4
$20.89 - $34.14 $83.6 - $137
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
6
$44.73 - $105.78 $268 - $635
ICUI
Icu Medical Inc

Healthcare
Q1 2020 Filed on May 07, 2020
1
$160.04 - $216.15 $160 - $216
MKSI
Mks Instruments Inc

Technology
Q1 2020 Filed on May 07, 2020
3
$70.88 - $120.84 $213 - $363
MTX
Minerals Technologies Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
2
$28.9 - $58.91 $57.8 - $118
PFG
Principal Financial Group Inc

Financial Services
Q1 2020 Filed on May 07, 2020
764
$24.16 - $57.08 $18.5K - $43.6K
GMED
Globus Medical Inc

Healthcare
Q1 2020 Filed on May 07, 2020
4
$35.06 - $59.45 $140 - $238
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
4
$153.97 - $278.57 $616 - $1.11K
GGG
Graco Inc

Industrials
Q1 2020 Filed on May 07, 2020
9
$39.46 - $56.86 $355 - $512
HAE
Haemonetics Corp

Healthcare
Q1 2020 Filed on May 07, 2020
3
$74.34 - $121.82 $223 - $365
MMS
Maximus, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
4
$49.45 - $75.93 $198 - $304
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2019 Filed on Jan 28, 2020
0
$22.24 - $24.07 $0 - $0
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2019 Filed on Jan 28, 2020
3
$31.89 - $47.34 $95.7 - $142
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 28, 2020
20,800
N/A
Meredith Corp
Q4 2019 Filed on Jan 28, 2020
2
N/A
PEB
Pebblebrook Hotel Trust

Real Estate
Q4 2019 Filed on Jan 28, 2020
5
$24.89 - $27.47 $124 - $137
Apergy Corp
Q4 2019 Filed on Jan 28, 2020
3
N/A
ANET
Arista Networks, Inc.

Technology
Q4 2019 Filed on Jan 28, 2020
80
$46.33 - $62.22 $3.71K - $4.98K
PBA
Pembina Pipeline Corp

Energy
Q4 2019 Filed on Jan 28, 2020
42
$34.27 - $37.37 $1.44K - $1.57K
Viacom Inc New
Q4 2019 Filed on Jan 28, 2020
383
N/A
EVTC
Evertec, Inc.

Technology
Q4 2019 Filed on Jan 28, 2020
2
$29.93 - $34.04 $59.9 - $68.1
Wpx Energy Inc
Q4 2019 Filed on Jan 28, 2020
17
N/A
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 28, 2020
3,500
$19.48 - $31.58 $68.2K - $111K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q4 2019 Filed on Jan 28, 2020
1
$59.81 - $69.66 $59.8 - $69.7
Suntrust Bks Inc
Q4 2019 Filed on Jan 28, 2020
52
N/A
DVN
Devon Energy Corp

Energy
Q4 2019 Filed on Jan 28, 2020
3
$19.8 - $26.54 $59.4 - $79.6
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2019 Filed on Jan 28, 2020
300
$13.93 - $14.8 $4.18K - $4.44K
CVBF
Cvb Financial Corp

Financial Services
Q4 2019 Filed on Jan 28, 2020
1
$20.03 - $22.07 $20 - $22.1
Hcp Inc
Q4 2019 Filed on Jan 28, 2020
1,910
N/A
GEO
Geo Group Inc

Real Estate
Q4 2019 Filed on Jan 28, 2020
5
$13.31 - $17.09 $66.6 - $85.5
GNW
Genworth Financial Inc

Financial Services
Q4 2019 Filed on Jan 28, 2020
18
$3.84 - $4.79 $69.1 - $86.2
Genesee & Wyo Inc
Q4 2019 Filed on Jan 28, 2020
3
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Jan 28, 2020
8
$28.89 - $40.8 $231 - $326
Versum Matls Inc
Q4 2019 Filed on Jan 28, 2020
5
N/A
ETRN
Equitrans Midstream Corp

Energy
Q4 2019 Filed on Jan 28, 2020
8
$9.24 - $15.08 $73.9 - $121
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 28, 2020
4
$27.91 - $41.2 $112 - $165
FLO
Flowers Foods Inc

Consumer Defensive
Q4 2019 Filed on Jan 28, 2020
1
$20.9 - $22.7 $20.9 - $22.7
EXEL
Exelixis, Inc.

Healthcare
Q4 2019 Filed on Jan 28, 2020
11
$15.15 - $18.89 $167 - $208
THS
Tree House Foods, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 28, 2020
2
$47.72 - $55.55 $95.4 - $111
FOXA
Fox Corp

Communication Services
Q4 2019 Filed on Jan 28, 2020
13
$30.05 - $37.57 $391 - $488
SPG
Simon Property Group Inc

Real Estate
Q4 2019 Filed on Jan 28, 2020
26
$144.01 - $158.06 $3.74K - $4.11K
Klx Energy Servics Holdngs I
Q4 2019 Filed on Jan 28, 2020
1
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2019 Filed on Jan 28, 2020
224
$36.38 - $40.93 $8.15K - $9.17K
CARS
Cars.Com Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 28, 2020
4
$9.19 - $13.46 $36.8 - $53.8
Track This Portfolio

Track Personal Wealth Partners Portfolio

Follow Personal Wealth Partners 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 Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email