Portside Wealth Group, LLC Sells in Q4 2024

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PJT
Pjt Partners Inc.

Financial Services
-11
- 0.3%
$132.4 - $167.36 $1.46K - $1.84K
3.67K $490M
PSX
Phillips 66

Energy
-11
- 0.63%
$110.35 - $138.93 $1.21K - $1.53K
1.72K $226M
NOVT
Novanta Inc

Technology
-8
- 0.36%
N/A
2.24K $401M
AGNC
Agnc Investment Corp.

Real Estate
-135
- 0.66%
$9.21 - $10.59 $1.24K - $1.43K
20.4K $214M
QLYS
Qualys, Inc.

Technology
-11
- 0.57%
$119.24 - $159.23 $1.31K - $1.75K
1.9K $244M
SQ
Block, Inc.

Technology
-21
- 0.51%
$65.06 - $98.92 $1.37K - $2.08K
4.08K $274M
NVS
Novartis Ag

Healthcare
-12
- 0.27%
$96.78 - $117.18 $1.16K - $1.41K
4.36K $502M
JLL
Jones Lang Lasalle Inc

Real Estate
-5
- 0.64%
$246.93 - $283.67 $1.23K - $1.42K
779 $210M
DAVA
Endava PLC

Technology
-52
- 0.42%
$23.6 - $31.03 $1.23K - $1.61K
12.4K $318M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-32
- 0.6%
$35.21 - $44.8 $1.13K - $1.43K
5.26K $216M
MCHP
Microchip Technology Inc

Technology
-16
- 0.59%
$55.51 - $79.05 $888 - $1.26K
2.7K $217M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-11
- 0.37%
$82.28 - $117.52 $905 - $1.29K
2.93K $311M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3
- 0.41%
$338.38 - $446.21 $1.02K - $1.34K
723 $281M
FCN
Fti Consulting, Inc

Industrials
-5
- 0.32%
$190.39 - $231.2 $952 - $1.16K
1.56K $355M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.11%
$466.52 - $543.88 $933 - $1.09K
1.84K $973M
EXPD
Expeditors International Of Washington Inc

Industrials
-8
- 0.25%
$110.5 - $128.26 $884 - $1.03K
3.14K $412M
Smith Douglas Homes Corp
-27
- 0.36%
N/A
7.45K $282M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-9
- 0.27%
$101.51 - $140.63 $914 - $1.27K
3.3K $359M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-11
- 0.11%
$86.65 - $94.9 $953 - $1.04K
9.91K $870M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-12
- 0.14%
$78.43 - $87.17 $941 - $1.05K
8.48K $674M
AMP
Ameriprise Financial Inc

Financial Services
-2
- 0.29%
$473.15 - $574.01 $946 - $1.15K
688 $323M
ILMN
Illumina, Inc.

Healthcare
-7
- 0.31%
$128.99 - $155.15 $903 - $1.09K
2.27K $296M
F
Ford Motor CO

Consumer Cyclical
-85
- 0.65%
$9.69 - $11.4 $824 - $969
13.1K $138M
RS
Reliance Steel & Aluminum CO

Basic Materials
-3
- 0.32%
$264.2 - $326.32 $793 - $979
939 $272M
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.21%
$338.75 - $399.71 $678 - $799
947 $361M
COF
Capital One Financial Corp

Financial Services
-5
- 0.35%
$145.19 - $192.01 $726 - $960
1.44K $216M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-8
- 0.15%
$84.34 - $95.14 $675 - $761
5.42K $470M
WSM
Williams Sonoma Inc

Consumer Cyclical
-4
- 0.15%
$129.13 - $198.21 $517 - $793
2.71K $420M
ROLL
Rbc Bearings Inc

Industrials
-2
- 0.26%
N/A
769 $230M
LEN
Lennar Corp

Consumer Cyclical
-3
- 0.16%
$136.2 - $188.96 $409 - $567
1.87K $350M
CTVA
Corteva, Inc.

Basic Materials
-8
- 0.2%
$55.21 - $64.13 $442 - $513
4.09K $240M
CDW
Cdw Corp

Technology
-2
- 0.16%
$171.49 - $225.64 $343 - $451
1.25K $282M
HLLY
Holley Inc.

Consumer Cyclical
-137
- 0.35%
$2.59 - $3.02 $355 - $414
39.5K $117M
GWRE
Guidewire Software, Inc.

Technology
-2
- 0.18%
$168.58 - $207.12 $337 - $414
1.1K $201M
OC
Owens Corning

Industrials
-2
- 0.18%
$169.41 - $210.81 $339 - $422
1.14K $201M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-34
- 0.11%
$9.95 - $12.23 $338 - $416
30.1K $306M
PLTR
Palantir Technologies Inc.

Technology
-8
- 0.08%
$36.46 - $82.38 $292 - $659
10.2K $380M
WEX
Wex Inc.

Technology
-1
- 0.03%
$167.45 - $216.67 $167 - $217
2.95K $618M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-1
- 0.09%
$165.45 - $196.93 $165 - $197
1.06K $202M
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
-285
- 0.6%
$0.31 - $0.68 $88.4 - $194
47.2K $28.8M
OHI
Omega Healthcare Investors Inc

Real Estate
-1
- 0.02%
$37.51 - $42.56 $37.5 - $42.6
6.41K $261M
JBLU
Jetblue Airways Corp

Industrials
-6
- 0.06%
$5.63 - $8.05 $33.8 - $48.3
10.1K $66M
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth 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 Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email