River Wealth Advisors LLC Closed Holding Positions

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 10, 2022
11,642
$20.29 - $27.29 $236K - $318K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Aug 10, 2022
7,684
$24.51 - $28.87 $188K - $222K
EBAY
Ebay Inc

Consumer Cyclical
Q2 2022 Filed on Aug 10, 2022
4,115
$41.08 - $57.71 $169K - $237K
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Aug 10, 2022
612
$288.46 - $431.24 $177K - $264K
GPL
Great Panther Mining LTD

Basic Materials
Q1 2022 Filed on May 09, 2022
57,023
$1.6 - $3.6 $91.2K - $205K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2022 Filed on May 09, 2022
5,592
$50.05 - $53.52 $280K - $299K
VOX
Vanguard Communication Service

ETFs
Q1 2022 Filed on May 09, 2022
1,475
$110.23 - $136.51 $163K - $201K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
2,223
$85.94 - $98.85 $191K - $220K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
3,291
$62.25 - $63.89 $205K - $210K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2021 Filed on Feb 11, 2022
1,587
$130.98 - $134.88 $208K - $214K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,119
$179.32 - $271.7 $201K - $304K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
4,445
$45.58 - $51.78 $203K - $230K
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Aug 06, 2021
10,504
$14.45 - $16.54 $152K - $174K
Varian Med Sys Inc
Q2 2021 Filed on Aug 06, 2021
4,856
N/A
NOC
Northrop Grumman Corp

Industrials
Q2 2021 Filed on Aug 06, 2021
1,213
$322.24 - $377.51 $391K - $458K
CCXI
Chemo Centryx, Inc.
Q1 2021 Filed on May 11, 2021
3,800
$49.53 - $68.4 $188K - $260K
WBT
Welbilt, Inc.

Industrials
Q4 2020 Filed on Feb 16, 2021
11,708
$6.01 - $13.2 $70.4K - $155K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 16, 2021
32,360
N/A
MRO
Marathon Oil Corp

Energy
Q4 2020 Filed on Feb 16, 2021
12,376
$3.85 - $7.3 $47.6K - $90.3K
Unilever N V
Q4 2020 Filed on Feb 16, 2021
3,385
N/A
BDN
Brandywine Realty Trust

Real Estate
Q3 2020 Filed on Nov 10, 2020
76,953
$9.65 - $11.75 $743K - $904K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2020 Filed on Nov 10, 2020
14,456
$91.08 - $94.89 $1.32M - $1.37M
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
9,065
N/A
Mylan Nv
Q2 2020 Filed on Aug 11, 2020
10,550
N/A
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
5,015
N/A
Us Ecology Inc
Q1 2020 Filed on May 05, 2020
4,150
N/A
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q1 2020 Filed on May 05, 2020
6,269
$19.98 - $32.48 $125K - $204K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2020 Filed on May 05, 2020
9,541
$20.56 - $33.46 $196K - $319K
Ingersoll Rand PLC
Q1 2020 Filed on May 05, 2020
21,366
N/A
AAL
American Airlines Group Inc.

Industrials
Q1 2020 Filed on May 05, 2020
10,045
$10.25 - $30.47 $103K - $306K
VLO
Valero Energy Corp

Energy
Q1 2020 Filed on May 05, 2020
2,545
$32.62 - $96.89 $83K - $247K
Allergan PLC
Q1 2020 Filed on May 05, 2020
1,100
N/A
Us Ecology Inc
Q4 2019 Filed on Feb 07, 2020
4,150
N/A
Celgene Corp
Q4 2019 Filed on Feb 07, 2020
3,552
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 07, 2020
39,665
N/A
DXC
Dxc Technology CO

Technology
Q4 2019 Filed on Feb 07, 2020
8,505
$26.33 - $37.76 $224K - $321K
Bb&T Corp
Q4 2019 Filed on Feb 07, 2020
62,777
N/A
DVN
Devon Energy Corp

Energy
Q4 2019 Filed on Feb 07, 2020
13,673
$19.8 - $26.54 $271K - $363K
GLW
Corning Inc

Technology
Q3 2019 Filed on Oct 29, 2019
6,700
$27.07 - $34.12 $181K - $229K
ALGN
Align Technology Inc

Healthcare
Q3 2019 Filed on Oct 29, 2019
1,912
$173.16 - $286.65 $331K - $548K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 30, 2019
3,477
$47.35 - $57.73 $165K - $201K
HAL
Halliburton CO

Energy
Q2 2019 Filed on Jul 30, 2019
11,239
$21.07 - $31.81 $237K - $358K
FNB
Fnb Corp

Financial Services
Q1 2019 Filed on May 07, 2019
1,313
$9.92 - $12.46 $13K - $16.4K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q1 2019 Filed on May 07, 2019
645
$27.79 - $32.16 $17.9K - $20.7K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2019 Filed on May 07, 2019
3
N/A
FUL
Fuller H B CO

Basic Materials
Q1 2019 Filed on May 07, 2019
1,300
$41.6 - $51.51 $54.1K - $67K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2019 Filed on May 07, 2019
700
N/A
FNK
First Trust Mid Cap Value Alph

ETFs
Q1 2019 Filed on May 07, 2019
19
N/A
FREL
Fidelity Covington Tr Msci Rea

ETFs
Q1 2019 Filed on May 07, 2019
697
$21.88 - $25.97 $15.3K - $18.1K
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