Retirement Group, LLC Sells in Q1 2024

Retirement Group, LLC

  • $268 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-66
- 11.4%
$172.45 - $191.88 $11.4K - $12.7K
513 $98K
EMN
Eastman Chemical CO

Basic Materials
-90
- 28.57%
$82.12 - $100.22 $7.39K - $9.02K
225 $22K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-92
- 16.17%
$56.94 - $60.44 $5.24K - $5.56K
477 $28K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-68
- 11.79%
$122.28 - $131.24 $8.32K - $8.92K
509 $66K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-49
- 92.45%
$119.98 - $132.61 $5.88K - $6.5K
4 $0
SAVA
Cassava Sciences Inc

Healthcare
-200
- 28.57%
$18.44 - $26.41 $3.69K - $5.28K
500 $10K
BIIB
Biogen Inc.

Healthcare
-10
- 16.95%
$212.02 - $267.71 $2.12K - $2.68K
49 $10K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-80
- 35.71%
$56.13 - $66.99 $4.49K - $5.36K
144 $9K
PECO
Phillips Edison & Company, Inc.

Real Estate
-100
- 20.12%
$34.3 - $36.64 $3.43K - $3.66K
397 $14K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-90
- 28.13%
$43.87 - $44.99 $3.95K - $4.05K
230 $10K
IBB
Ishares Biotechnology ETF

ETFs
-26
- 74.29%
$132.3 - $140.89 $3.44K - $3.66K
9 $1K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-11
- 8.46%
$36.49 - $50.37 $401 - $554
119 $4K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-39
- 5.93%
$77.9 - $82.79 $3.04K - $3.23K
619 $50K
IDV
Ishares Tr

ETFs
-77
- 18.97%
$26.95 - $28.13 $2.08K - $2.17K
329 $9K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-64
- 13.76%
$37.72 - $40.71 $2.41K - $2.61K
401 $16K
HZO
Marinemax Inc

Consumer Cyclical
-48
- 49.48%
$27.95 - $38.82 $1.34K - $1.86K
49 $1K
CBRE
Cbre Group, Inc.

Real Estate
-26
- 22.41%
$83.34 - $98.12 $2.17K - $2.55K
90 $8K
FCX
Freeport Mcmoran Inc

Basic Materials
-100
- 22.68%
$36.66 - $47.02 $3.67K - $4.7K
341 $16K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-31
- 55.36%
$62.09 - $75.16 $1.92K - $2.33K
25 $1K
ALB
Albemarle Corp

Basic Materials
-7
- 8.14%
$108.73 - $146.89 $761 - $1.03K
79 $10K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-65
- 18.57%
$50.77 - $58.11 $3.3K - $3.78K
285 $16K
CNC
Centene Corp

Healthcare
-33
- 16.18%
$73.55 - $80.41 $2.43K - $2.65K
171 $13K
ONL
Orion Office Reit Inc.

Real Estate
-20
- 4.41%
$3.25 - $5.77 $65 - $115
434 $1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-10
- 2.31%
$99.81 - $100.54 $998 - $1.01K
422 $42K
MNST
Monster Beverage Corp

Consumer Defensive
-12
- 21.43%
$55.02 - $60.85 $660 - $730
44 $2K
SHOP
Shopify Inc.

Technology
-13
- 10.57%
$71.82 - $90.72 $934 - $1.18K
110 $8K
TTWO
Take Two Interactive Software Inc

Communication Services
-4
- 40.0%
$143.73 - $169.6 $575 - $678
6 $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
-44
- 1.74%
$70.62 - $73.18 $3.11K - $3.22K
2.49K $181K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14
- 3.61%
$91.4 - $91.8 $1.28K - $1.29K
374 $34K
FOXA
Fox Corp

Communication Services
-4
- 11.76%
$28.42 - $32.41 $114 - $130
30 $0
IWM
Ishares Russell 2000 ETF

ETFs
-211
- 4.65%
$189.48 - $210.3 $40K - $44.4K
4.33K $910K
VFC
V F Corp

Consumer Cyclical
-56
- 59.57%
$14.09 - $18.65 $789 - $1.04K
38 $0
HRI
Herc Holdings Inc

Industrials
-13
- 68.42%
$138.52 - $170.0 $1.8K - $2.21K
6 $1K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-16
- 8.56%
$59.15 - $63.58 $946 - $1.02K
171 $10K
IT
Gartner Inc

Technology
-1
- 20.0%
$425.37 - $483.11 $425 - $483
4 $1K
BROS
Dutch Bros Inc.

Consumer Cyclical
-23
- 57.5%
$25.75 - $35.62 $592 - $819
17 $0
RHI
Robert Half International Inc.

Industrials
-1
- 8.33%
$77.43 - $86.11 $77.4 - $86.1
11 $0
KMB
Kimberly Clark Corp

Consumer Defensive
-6
- 12.0%
$118.04 - $129.35 $708 - $776
44 $5K
SNY
Sanofi

Healthcare
-1
- 1.96%
$45.75 - $52.48 $45.8 - $52.5
50 $2K
OGS
One Gas, Inc.

Utilities
-1
- 16.67%
$58.33 - $65.01 $58.3 - $65
5 $0
CGC
Canopy Growth Corp

Healthcare
-2
- 16.67%
$2.77 - $9.55 $5.54 - $19.1
10 $0
BLDR
Builders First Source, Inc.

Industrials
-2
- 9.52%
$157.29 - $211.12 $315 - $422
19 $3K
Brookfield Reins LTD
-8
- 3.46%
N/A
223 $0
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-3
- 11.11%
$47.86 - $64.53 $144 - $194
24 $1K
BST
Black Rock Science & Technology Trust

Financial Services
-50
- 7.17%
$32.92 - $37.77 $1.65K - $1.89K
647 $23K
BBU
Brookfield Business Partners L.P.

Industrials
-8
- 28.57%
$19.41 - $23.5 $155 - $188
20 $0
TGNA
Tegna Inc

Communication Services
-9
- 10.98%
$13.53 - $15.84 $122 - $143
73 $1K
THC
Tenet Healthcare Corp

Healthcare
-1
- 16.67%
$74.17 - $105.11 $74.2 - $105
5 $0
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1
- 3.85%
$407.69 - $446.08 $408 - $446
25 $10K
Activity Summary
Buys All Purchases 242 New Holdings 50 Increased Positions 192 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
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