Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FNF
Fidelity National Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 21, 2020
123
$29.64 - $35.44 $3.65K - $4.36K
CPRT
Copart Inc

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
32
$81.5 - $106.16 $2.61K - $3.4K
SRCL
Stericycle Inc

Industrials
Q3 2020 Filed on Oct 21, 2020
55
$52.44 - $65.52 $2.88K - $3.6K
ASML
Asml Holding Nv

Technology
Q3 2020 Filed on Oct 21, 2020
8
$347.35 - $398.49 $2.78K - $3.19K
AZTA
Azenta, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
71
$42.77 - $56.69 $3.04K - $4.02K
Alexion Pharmaceuticals Inc
Q3 2020 Filed on Oct 21, 2020
18
N/A
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
88
$121.19 - $165.49 $10.7K - $14.6K
HES
Hess Corp

Energy
Q3 2020 Filed on Oct 21, 2020
49
$39.4 - $55.14 $1.93K - $2.7K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
41
$454.43 - $535.6 $18.6K - $22K
BCE
Bce Inc

Communication Services
Q3 2020 Filed on Oct 21, 2020
88
$40.35 - $43.99 $3.55K - $3.87K
DLR
Digital Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 21, 2020
186
$139.19 - $161.1 $25.9K - $30K
IBN
Icici Bank LTD

Financial Services
Q3 2020 Filed on Oct 21, 2020
295
$9.26 - $11.24 $2.73K - $3.32K
AMN
Amn Healthcare Services Inc

Healthcare
Q3 2020 Filed on Oct 21, 2020
39
$42.52 - $58.64 $1.66K - $2.29K
COO
Cooper Companies, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
14
$280.08 - $347.78 $3.92K - $4.87K
Fiat Chrysler Automobiles N
Q3 2020 Filed on Oct 21, 2020
300
N/A
ADSK
Autodesk, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
15
$220.96 - $261.35 $3.31K - $3.92K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q3 2020 Filed on Oct 21, 2020
85
$56.82 - $85.85 $4.83K - $7.3K
CCI
Crown Castle International Corp

Real Estate
Q3 2020 Filed on Oct 21, 2020
31
$155.62 - $174.3 $4.82K - $5.4K
Unilever N V
Q3 2020 Filed on Oct 21, 2020
47
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2020 Filed on Oct 21, 2020
139
$40.44 - $45.55 $5.62K - $6.33K
AES
Aes Corp

Utilities
Q3 2020 Filed on Oct 21, 2020
291
$13.92 - $18.79 $4.05K - $5.47K
ORI
Old Republic International Corp

Financial Services
Q3 2020 Filed on Oct 21, 2020
116
$14.09 - $17.4 $1.63K - $2.02K
SONY
Sony Group Corp

Technology
Q3 2020 Filed on Oct 21, 2020
39
$69.16 - $83.45 $2.7K - $3.25K
WDC
Western Digital Corp

Technology
Q3 2020 Filed on Oct 21, 2020
20
$33.71 - $46.16 $674 - $923
Iac Interactivecorp
Q3 2020 Filed on Oct 21, 2020
11
N/A
AGCO
Agco Corp

Industrials
Q3 2020 Filed on Oct 21, 2020
33
$53.42 - $76.26 $1.76K - $2.52K
ETN
Eaton Corp PLC

Industrials
Q3 2020 Filed on Oct 21, 2020
54
$85.64 - $105.57 $4.62K - $5.7K
CMI
Cummins Inc

Industrials
Q3 2020 Filed on Oct 21, 2020
27
$170.95 - $213.51 $4.62K - $5.76K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q3 2020 Filed on Oct 21, 2020
11,911
$3.57 - $4.25 $42.5K - $50.6K
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2020 Filed on Oct 21, 2020
56
$202.87 - $235.36 $11.4K - $13.2K
NEAR
Blackrock Short Maturity Bond

ETFs
Q3 2020 Filed on Oct 21, 2020
91
$49.97 - $50.15 $4.55K - $4.56K
BRX
Brixmor Property Group Inc.

Real Estate
Q3 2020 Filed on Oct 21, 2020
207
$10.99 - $13.26 $2.27K - $2.74K
IR
Ingersoll Rand Inc.

Industrials
Q3 2020 Filed on Oct 21, 2020
181
$27.86 - $37.19 $5.04K - $6.73K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q3 2020 Filed on Oct 21, 2020
194
$30.36 - $35.94 $5.89K - $6.97K
SYF
Synchrony Financial

Financial Services
Q3 2020 Filed on Oct 21, 2020
105
$21.34 - $27.64 $2.24K - $2.9K
HLI
Houlihan Lokey, Inc.

Financial Services
Q3 2020 Filed on Oct 21, 2020
50
$54.55 - $60.34 $2.73K - $3.02K
INFY
Infosys LTD

Technology
Q3 2020 Filed on Oct 21, 2020
219
$9.68 - $13.84 $2.12K - $3.03K
SPYG
Spdr Portfolio

ETFs
Q3 2020 Filed on Oct 21, 2020
960
$45.36 - $54.05 $43.5K - $51.9K
SITE
Site One Landscape Supply, Inc.

Industrials
Q3 2020 Filed on Oct 21, 2020
22
$106.6 - $131.94 $2.35K - $2.9K
Hermitage Offshore Service L
Q3 2020 Filed on Oct 21, 2020
4
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
54
$125.38 - $227.19 $6.77K - $12.3K
MBI
Mbia Inc

Financial Services
Q3 2020 Filed on Oct 21, 2020
7,500
$5.72 - $8.44 $42.9K - $63.3K
Cree Inc
Q3 2020 Filed on Oct 21, 2020
41
N/A
ZBRA
Zebra Technologies Corp

Technology
Q3 2020 Filed on Oct 21, 2020
10
$248.73 - $294.36 $2.49K - $2.94K
VOYA
Voya Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 21, 2020
42
$45.32 - $52.34 $1.9K - $2.2K
DSL
Double Line Income Solutions Fund

Financial Services
Q3 2020 Filed on Oct 21, 2020
1,600
$15.44 - $16.78 $24.7K - $26.8K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on Oct 21, 2020
173
$8.99 - $10.74 $1.56K - $1.86K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
82
$81.91 - $134.94 $6.72K - $11.1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
21
$294.76 - $398.29 $6.19K - $8.36K
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