Rothschild Capital Partners, LLC Closed Holding Positions

Rothschild Capital Partners, LLC

  • $357 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Aug 15, 2022
371,970
$22.45 - $28.45 $8.35M - $10.6M
HEWC
Ishares Tr Currency Hedged Msc

ETFs
Q1 2022 Filed on May 04, 2022
258,458
N/A
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 04, 2022
42,576
$186.63 - $338.54 $7.95M - $14.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on May 04, 2022
91,994
$44.6 - $53.7 $4.1M - $4.94M
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 04, 2022
7,156
$302.28 - $393.09 $2.16M - $2.81M
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
89,834
$39.36 - $55.06 $3.54M - $4.95M
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
8,911
$326.31 - $376.33 $2.91M - $3.35M
IHF
Ishares Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
20,592
$251.93 - $291.68 $5.19M - $6.01M
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
51,005
$145.8 - $156.8 $7.44M - $8M
NSC
Norfolk Southern Corp

Industrials
Q3 2021 Filed on Nov 02, 2021
2,729
$239.24 - $273.35 $653K - $746K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
8,661
$145.08 - $221.87 $1.26M - $1.92M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q3 2021 Filed on Nov 02, 2021
24,299
$70.21 - $78.88 $1.71M - $1.92M
JNJ
Johnson & Johnson

Healthcare
Q3 2021 Filed on Nov 02, 2021
2,056
$161.5 - $179.47 $332K - $369K
XOM
Exxon Mobil Corp

Energy
Q3 2021 Filed on Nov 02, 2021
3,700
$52.73 - $63.26 $195K - $234K
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 30, 2021
164,776
$61.85 - $65.64 $10.2M - $10.8M
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on May 03, 2021
23,776
$205.33 - $248.59 $4.88M - $5.91M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
Q4 2020 Filed on Jan 29, 2021
125,316
$29.06 - $33.39 $3.64M - $4.18M
Proshares Tr
Q4 2020 Filed on Jan 29, 2021
103,214
N/A
DBX
Dropbox, Inc.

Technology
Q3 2020 Filed on Nov 03, 2020
70,548
$18.78 - $23.27 $1.32M - $1.64M
DG
Dollar General Corp

Consumer Defensive
Q3 2020 Filed on Nov 03, 2020
10,061
$186.46 - $209.8 $1.88M - $2.11M
FLEX
Flex Ltd.

Technology
Q1 2020 Filed on Apr 24, 2020
344,520
$5.88 - $13.82 $2.03M - $4.76M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q1 2020 Filed on Apr 24, 2020
12,372
$30.83 - $46.19 $381K - $571K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 24, 2020
21,250
$30.61 - $46.3 $650K - $984K
KBE
Spdr S&P Bank ETF

ETFs
Q1 2020 Filed on Apr 24, 2020
44,995
$23.13 - $47.39 $1.04M - $2.13M
XYL
Xylem Inc.

Industrials
Q1 2020 Filed on Apr 24, 2020
64,270
$56.64 - $89.13 $3.64M - $5.73M
CVX
Chevron Corp

Energy
Q1 2020 Filed on Apr 24, 2020
1,821
$54.22 - $121.43 $98.7K - $221K
HYG
Ishares Tr

ETFs
Q3 2019 Filed on Oct 25, 2019
115,000
$85.49 - $87.52 $9.83M - $10.1M
On Deck Cap Inc
Q3 2019 Filed on Oct 25, 2019
196,323
N/A
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 17, 2019
11,726
$188.91 - $211.25 $2.22M - $2.48M
BIDU
Baidu, Inc.

Communication Services
Q2 2019 Filed on Jul 17, 2019
2,995
$107.78 - $184.77 $323K - $553K
Ultimate Software Group Inc
Q2 2019 Filed on Jul 17, 2019
12,457
N/A
IQ
I Qiyi, Inc.

Communication Services
Q2 2019 Filed on Jul 17, 2019
19,303
$17.66 - $24.79 $341K - $479K
Spdr S&P 500 ETF Tr
Q1 2019 Filed on May 07, 2019
100,000
N/A
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2019 Filed on May 07, 2019
23,043
$139.89 - $175.74 $3.22M - $4.05M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2019 Filed on May 07, 2019
100,000
N/A
SIVB
Svb Financial Group

Financial Services
Q4 2018 Filed on Jan 29, 2019
8,467
$180.49 - $321.39 $1.53M - $2.72M
Barclays Bk PLC
Q4 2018 Filed on Jan 29, 2019
175,000
N/A
MS
Morgan Stanley

Financial Services
Q4 2018 Filed on Jan 29, 2019
20,762
$37.01 - $47.27 $768K - $981K
Cimarex Energy CO
Q4 2018 Filed on Jan 29, 2019
23,690
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Jan 29, 2019
66,662
N/A
DVN
Devon Energy Corp

Energy
Q4 2018 Filed on Jan 29, 2019
25,350
$20.98 - $40.65 $532K - $1.03M
Spdr Series Trust
Q4 2018 Filed on Jan 29, 2019
27,260
N/A
Concho Res Inc
Q4 2018 Filed on Jan 29, 2019
5,172
N/A
GS
Goldman Sachs Group Inc

Financial Services
Q4 2018 Filed on Jan 29, 2019
7,761
$156.35 - $231.65 $1.21M - $1.8M
USFD
Us Foods Holding Corp.

Consumer Defensive
Q4 2018 Filed on Jan 29, 2019
63,505
$27.99 - $33.18 $1.78M - $2.11M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2018 Filed on Jan 29, 2019
43,072
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q3 2018 Filed on Oct 31, 2018
77,311
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2018 Filed on Oct 31, 2018
50,000
$164.2 - $173.02 $8.21M - $8.65M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q3 2018 Filed on Oct 31, 2018
134,432
$27.56 - $30.08 $3.7M - $4.04M
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