Schmidt P J Investment Management Inc Closed Holding Positions

Schmidt P J Investment Management Inc

  • $577 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q3 2022 Filed on Oct 24, 2022
22,808
$19.57 - $21.92 $446K - $500K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2022 Filed on Oct 24, 2022
1,929
$23.5 - $136.93 $45.3K - $264K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q3 2022 Filed on Oct 24, 2022
8,600
$26.2 - $28.66 $225K - $246K
SNBR
Sleep Number Corp

Consumer Cyclical
Q3 2022 Filed on Oct 24, 2022
4,860
$30.67 - $49.65 $149K - $241K
GIGB
Goldman Sachs ETF Access Invt
Q3 2022 Filed on Oct 24, 2022
5,521
N/A
MMM
3 M CO

Industrials
Q3 2022 Filed on Oct 24, 2022
1,867
$110.5 - $151.43 $206K - $283K
TCHP
T Rowe Price Exchange Traded F

Technology
Q2 2022 Filed on Aug 24, 2022
9,569
$21.13 - $30.1 $202K - $288K
ATVI
Activision Blizzard, Inc.

Communication Services
Q2 2022 Filed on Aug 24, 2022
4,847
$73.93 - $80.82 $358K - $392K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 24, 2022
2,293
$113.44 - $123.09 $260K - $282K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Aug 24, 2022
7,328
$46.52 - $47.45 $341K - $348K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2022 Filed on Aug 24, 2022
4,179
$99.0 - $100.08 $414K - $418K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Aug 24, 2022
2,100
$130.25 - $170.4 $274K - $358K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2022 Filed on Aug 24, 2022
16,276
$50.91 - $52.98 $829K - $862K
PH
Parker Hannifin Corp

Industrials
Q2 2022 Filed on Aug 24, 2022
1,092
$236.37 - $290.58 $258K - $317K
MKC
Mccormick & CO Inc

Consumer Defensive
Q2 2022 Filed on Aug 24, 2022
2,515
$82.54 - $104.28 $208K - $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 24, 2022
5,040
$75.21 - $77.95 $379K - $393K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2022 Filed on Aug 24, 2022
1,709
$116.23 - $121.42 $199K - $208K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q2 2022 Filed on Aug 24, 2022
648,544
$11.99 - $13.5 $7.78M - $8.76M
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q2 2022 Filed on Aug 24, 2022
2,240
$201.03 - $253.2 $450K - $567K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 24, 2022
2,607
$78.73 - $174.71 $205K - $455K
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2022 Filed on Aug 24, 2022
3,119
$81.93 - $101.4 $256K - $316K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on May 06, 2022
6,646
$52.1 - $55.0 $346K - $366K
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on May 06, 2022
2,670
$76.85 - $89.45 $205K - $239K
BMO
Bank Of Montreal

Financial Services
Q1 2022 Filed on May 06, 2022
2,242
$108.89 - $122.34 $244K - $274K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 06, 2022
1,515
$127.62 - $186.6 $193K - $283K
VEEV
Veeva Systems Inc

Healthcare
Q1 2022 Filed on May 06, 2022
3,919
$170.79 - $256.31 $669K - $1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 06, 2022
3,176
$81.03 - $87.06 $257K - $277K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2022 Filed on May 06, 2022
2,636
$89.45 - $106.35 $236K - $280K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 06, 2022
641
$331.01 - $597.37 $212K - $383K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2022 Filed on May 06, 2022
12,693
$31.91 - $38.34 $405K - $487K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
167
$1052.95 - $1709.98 $176K - $286K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Feb 01, 2022
1,705
$91.87 - $125.12 $157K - $213K
ISCG
Ishares Morningstar Small Cap

ETFs
Q4 2021 Filed on Feb 01, 2022
5,288
$47.43 - $54.51 $251K - $288K
LDOS
Leidos Holdings, Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
3,248
$84.44 - $102.04 $274K - $331K
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Feb 01, 2022
10,629
$17.96 - $26.75 $191K - $284K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 01, 2022
1,179
$111.96 - $177.7 $132K - $210K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q3 2021 Filed on Oct 27, 2021
3,216
$74.77 - $85.47 $240K - $275K
General Electric CO
Q3 2021 Filed on Oct 27, 2021
10,308
N/A
SHV
Ishares Tr

ETFs
Q3 2021 Filed on Oct 27, 2021
2,346
$110.46 - $110.49 $259K - $259K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
Q2 2021 Filed on Jul 26, 2021
13,000
$1.12 - $1.41 $14.6K - $18.3K
Ishares Gold Tr
Q2 2021 Filed on Jul 26, 2021
20,815
N/A
BDX
Becton Dickinson & CO

Healthcare
Q2 2021 Filed on Jul 26, 2021
12,626
$232.65 - $254.58 $2.94M - $3.21M
AAU
Almaden Minerals LTD

Basic Materials
Q2 2021 Filed on Jul 26, 2021
10,000
$0.48 - $0.58 $4.8K - $5.8K
PLUG
Plug Power Inc

Industrials
Q1 2021 Filed on Apr 30, 2021
3,960
$30.78 - $73.18 $122K - $290K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q1 2021 Filed on Apr 30, 2021
72,612
$50.72 - $50.82 $3.68M - $3.69M
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 30, 2021
3,825
$128.44 - $137.43 $491K - $526K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
10,204
$111.35 - $121.75 $1.14M - $1.24M
Arden Credit Fund LP
Q3 2020 Filed on Oct 28, 2020
115,989
N/A
First American Bankshares
Q3 2020 Filed on Oct 28, 2020
1,260
N/A
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