Rgt Wealth Advisors, LLC Closed Holding Positions

Rgt Wealth Advisors, LLC

  • $627 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
KRP
Kimbell Royalty Partners, LP

Energy
Q3 2021 Filed on Oct 19, 2021
34,664
$10.21 - $14.36 $354K - $498K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q3 2021 Filed on Oct 19, 2021
4,957
$55.75 - $60.04 $276K - $298K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2021 Filed on Aug 13, 2021
3,192
$48.62 - $52.01 $155K - $166K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
5,502
$53.9 - $54.6 $297K - $300K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q2 2021 Filed on Aug 13, 2021
3,256
$83.34 - $89.29 $271K - $291K
PRG
Prog Holdings, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
8,893
$26.01 - $55.96 $231K - $498K
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
114,000
N/A
RPM
Rpm International Inc

Basic Materials
Q1 2021 Filed on May 13, 2021
3,001
$79.64 - $94.79 $239K - $284K
HELE
Helen Of Troy LTD

Consumer Defensive
Q1 2021 Filed on May 13, 2021
2,000
$206.91 - $262.89 $414K - $526K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 13, 2021
6,402
$41.62 - $44.42 $266K - $284K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2020 Filed on Feb 11, 2021
8,600
$57.75 - $68.61 $497K - $590K
Aarons Inc
Q4 2020 Filed on Feb 11, 2021
8,893
N/A
Hd Supply Hldgs Inc
Q4 2020 Filed on Feb 11, 2021
11,648
N/A
FIF
First Trust Energy Infrastructure Fund

Financial Services
Q4 2020 Filed on Feb 11, 2021
20,000
$8.87 - $11.05 $177K - $221K
GNW
Genworth Financial Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
12,800
$2.01 - $3.75 $25.7K - $48K
BTEGF
Baytex Energy Corp.

Energy
Q3 2020 Filed on Nov 12, 2020
15,000
$0.33 - $0.58 $4.95K - $8.7K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q3 2020 Filed on Nov 12, 2020
40,000
$5.51 - $7.05 $220K - $282K
General Electric CO
Q3 2020 Filed on Nov 12, 2020
12,317
N/A
O
Realty Income Corp

Real Estate
Q1 2020 Filed on May 14, 2020
3,600
$41.18 - $79.88 $148K - $288K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2020 Filed on May 14, 2020
4,343
N/A
FAF
First American Financial Corp

Financial Services
Q1 2020 Filed on May 14, 2020
4,085
$33.16 - $66.49 $135K - $272K
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on May 14, 2020
5,090
$28.93 - $59.2 $147K - $301K
TRMK
Trustmark Corp

Financial Services
Q4 2019 Filed on Feb 14, 2020
10,365
$33.31 - $35.45 $345K - $367K
Corelogic Inc
Q4 2019 Filed on Feb 14, 2020
10,314
N/A
BBDC
Barings Bdc, Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
11,800
$9.94 - $10.49 $117K - $124K
EPSN
Epsilon Energy Ltd.

Energy
Q2 2019 Filed on Aug 12, 2019
11,790
$3.75 - $4.6 $44.2K - $54.2K
VBTX
Veritex Holdings, Inc.

Financial Services
Q2 2019 Filed on Aug 12, 2019
28,305
$24.76 - $26.78 $701K - $758K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2019 Filed on May 14, 2019
14,125
$32.0 - $37.64 $452K - $532K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q1 2019 Filed on May 14, 2019
10,000
$17.17 - $24.26 $172K - $243K
JKHY
Henry Jack & Associates Inc

Technology
Q4 2018 Filed on Feb 14, 2019
1,328
$121.07 - $159.12 $161K - $211K
Concho Res Inc
Q4 2018 Filed on Feb 14, 2019
1,600
N/A
Wabco Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
2,946
N/A
CPRT
Copart Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
8,793
$44.94 - $52.76 $395K - $464K
POOL
Pool Corp

Industrials
Q4 2018 Filed on Feb 14, 2019
1,881
$138.61 - $167.0 $261K - $314K
DRQ
Dril Quip Inc

Energy
Q4 2018 Filed on Feb 14, 2019
5,139
$26.85 - $52.32 $138K - $269K
TDY
Teledyne Technologies Inc

Technology
Q4 2018 Filed on Feb 14, 2019
2,109
$191.22 - $245.66 $403K - $518K
ROLL
Rbc Bearings Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
1,596
$125.32 - $168.34 $200K - $269K
PRI
Primerica, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
3,992
$91.38 - $122.12 $365K - $488K
GGG
Graco Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
5,757
$37.38 - $45.78 $215K - $264K
Aspen Technology Inc
Q4 2018 Filed on Feb 14, 2019
3,915
N/A
ATHM
Autohome Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
7,243
$63.78 - $92.97 $462K - $673K
DCI
Donaldson CO Inc

Industrials
Q4 2018 Filed on Feb 14, 2019
4,874
$40.71 - $58.29 $198K - $284K
Hff Inc
Q4 2018 Filed on Feb 14, 2019
6,236
N/A
MC
Moelis & CO

Financial Services
Q4 2018 Filed on Feb 14, 2019
5,068
$32.96 - $55.62 $167K - $282K
MPC
Marathon Petroleum Corp

Energy
Q4 2018 Filed on Feb 14, 2019
5,000
$54.32 - $86.39 $272K - $432K
FDS
Factset Research Systems Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
1,117
$188.55 - $235.32 $211K - $263K
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2018 Filed on Nov 14, 2018
1,083
$178.17 - $210.51 $193K - $228K
Abaxis Inc
Q3 2018 Filed on Nov 14, 2018
3,934
N/A
Triangle Cap Corp
Q3 2018 Filed on Nov 14, 2018
20,800
N/A
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