Robertson Stephens Wealth Management, LLC Sells in Q4 2024

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
-3.2K
- 32.92%
$70.31 - $124.78 $225K - $399K
6.52K $719K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-254
- 1.73%
$100.18 - $109.1 $25.4K - $27.7K
14.5K $1.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-171
- 7.26%
$172.07 - $207.36 $29.4K - $35.5K
2.18K $431K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-208
- 3.81%
$85.33 - $104.24 $17.7K - $21.7K
5.25K $511K
FDS
Factset Research Systems Inc

Financial Services
-12
- 0.69%
$449.69 - $495.72 $5.4K - $5.95K
1.73K $830K
BMY
Bristol Myers Squibb CO

Healthcare
-262
- 2.52%
$51.92 - $59.94 $13.6K - $15.7K
10.2K $574K
EMR
Emerson Electric CO

Industrials
-375
- 6.62%
$108.13 - $134.33 $40.5K - $50.4K
5.29K $655K
FDN
First Tr Fd Dow Jones

ETFs
-35
- 2.01%
$210.5 - $257.24 $7.37K - $9K
1.71K $414K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.35K
- 2.08%
$124.26 - $134.12 $416K - $449K
158K $20.3M
OB
Outbrain Inc.

Communication Services
-57.4K
- 27.95%
$4.27 - $7.6 $245K - $436K
148K $1.06M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-8
- 0.12%
$170.03 - $192.78 $1.36K - $1.54K
6.42K $1.19M
LVO
Live One, Inc.

Communication Services
-40.5K
- 15.89%
$0.56 - $1.47 $22.7K - $59.6K
215K $311K
ADPT
Adaptive Biotechnologies Corp

Healthcare
-11.5K
- 6.26%
$4.37 - $6.78 $50.3K - $78K
172K $1.03M
AXP
American Express CO

Financial Services
-182
- 2.73%
$267.35 - $305.57 $48.7K - $55.6K
6.48K $1.92M
VBK
Vanguard Small Cap Growth ETF

ETFs
-768
- 2.86%
$264.18 - $304.19 $203K - $234K
26K $7.29M
BE
Bloom Energy Corp

Industrials
-500
- 3.58%
$9.04 - $27.45 $4.52K - $13.7K
13.5K $298K
DIS
Walt Disney CO

Communication Services
-1.14K
- 6.06%
$92.39 - $117.6 $105K - $134K
17.6K $1.96M
VGT
Vanguard Information Technolog

ETFs
-1.73K
- 4.84%
$571.78 - $647.97 $991K - $1.12M
34.1K $21.2M
TROW
Price T Rowe Group Inc

Financial Services
-55
- 0.11%
$106.48 - $124.69 $5.86K - $6.86K
50.7K $5.74M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-43
- 0.05%
$55.73 - $66.16 $2.4K - $2.84K
82.2K $4.96M
SHOP
Shopify Inc.

Technology
-606
- 5.29%
$78.14 - $119.49 $47.4K - $72.4K
10.8K $1.15M
WFC
Wells Fargo & Company

Financial Services
-3.02K
- 5.51%
$54.98 - $77.35 $166K - $234K
51.8K $3.64M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
-2.63K
- 0.65%
$77.98 - $84.06 $205K - $221K
403K $32.6M
DFS
Discover Financial Services

Financial Services
-121
- 0.61%
$136.3 - $182.67 $16.5K - $22.1K
19.7K $3.4M
AVGO
Broadcom Inc.

Technology
-4.37K
- 14.74%
$159.67 - $250.0 $698K - $1.09M
25.3K $5.86M
GOOGL
Alphabet Inc.

Communication Services
-6.19K
- 7.33%
$161.86 - $196.66 $1M - $1.22M
78.3K $14.8M
JPM
Jpmorgan Chase & CO

Financial Services
-926
- 2.31%
$205.18 - $250.29 $190K - $232K
39.2K $9.39M
BAC
Bank Of America Corp

Financial Services
-1.19K
- 0.5%
$39.22 - $47.77 $46.7K - $56.9K
237K $10.4M
NFLX
Netflix Inc

Communication Services
-19
- 0.27%
$687.65 - $936.56 $13.1K - $17.8K
7K $6.24M
GOOG
Alphabet Inc.

Communication Services
-1.63K
- 1.53%
$163.08 - $198.16 $265K - $322K
104K $19.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-8K
- 5.08%
$180.88 - $232.93 $1.45M - $1.86M
149K $32.8M
APP
App Lovin Corp

Technology
-62.8K
- 13.28%
$130.67 - $401.5 $8.21M - $25.2M
410K $133M
Activity Summary
Buys All Purchases 276 New Holdings 34 Increased Positions 242 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 2 Puts 1
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