Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AVGO
Broadcom Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
57
$305.79 - $375.01 $17.4K - $21.4K
Colfax Corp
Q3 2020 Filed on Oct 21, 2020
84
N/A
FFIN
First Financial Bankshares Inc

Financial Services
Q3 2020 Filed on Oct 21, 2020
39
$26.88 - $32.16 $1.05K - $1.25K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q3 2020 Filed on Oct 21, 2020
696
$26.54 - $27.18 $18.5K - $18.9K
IYG
Ishares Tr

ETFs
Q3 2020 Filed on Oct 21, 2020
53
$38.91 - $43.53 $2.06K - $2.31K
LAMR
Lamar Advertising CO

Real Estate
Q3 2020 Filed on Oct 21, 2020
27
$61.98 - $70.76 $1.67K - $1.91K
SABR
Sabre Corp

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
125
$5.67 - $8.6 $709 - $1.08K
NXPI
Nxp Semiconductors N.V.

Technology
Q3 2020 Filed on Oct 21, 2020
23
$111.91 - $132.1 $2.57K - $3.04K
CFG
Citizens Financial Group Inc

Financial Services
Q3 2020 Filed on Oct 21, 2020
138
$22.73 - $27.99 $3.14K - $3.86K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
Q3 2020 Filed on Oct 21, 2020
579
$41.03 - $42.78 $23.8K - $24.8K
Aurora Cannabis Inc
Q2 2020 Filed on Jul 15, 2020
100
N/A
Frontier Communications Corp
Q2 2020 Filed on Jul 15, 2020
440
N/A
Tortoise Pipeline & Energy F
Q2 2020 Filed on Jul 15, 2020
7,300
N/A
HIMX
Himax Technologies, Inc.

Technology
Q2 2020 Filed on Jul 15, 2020
3,000
$2.75 - $4.14 $8.25K - $12.4K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2020 Filed on Jul 15, 2020
10,162
$8.31 - $10.54 $84.4K - $107K
Avita Medical LTD
Q2 2020 Filed on Jul 15, 2020
800
N/A
CODI
Compass Diversified Holdings

Industrials
Q2 2020 Filed on Jul 15, 2020
300
$12.73 - $20.79 $3.82K - $6.24K
Rmr Real Estate Income Fd
Q2 2020 Filed on Jul 15, 2020
1,294
N/A
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
Q2 2020 Filed on Jul 15, 2020
2,435
$11.25 - $13.63 $27.4K - $33.2K
United Technologies Corp
Q2 2020 Filed on Jul 15, 2020
69
N/A
ETR
Entergy Corp

Utilities
Q2 2020 Filed on Jul 15, 2020
492
$83.38 - $105.89 $41K - $52.1K
Vaneck Vectors ETF Tr
Q2 2020 Filed on Jul 15, 2020
823
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2020 Filed on Jul 15, 2020
100
$22.59 - $48.48 $2.26K - $4.85K
DFS
Discover Financial Services

Financial Services
Q2 2020 Filed on Jul 15, 2020
348,652
$28.53 - $61.29 $9.95M - $21.4M
KGC
Kinross Gold Corp

Basic Materials
Q2 2020 Filed on Jul 15, 2020
500
$4.42 - $7.56 $2.21K - $3.78K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2020 Filed on Apr 16, 2020
127,900
$25.01 - $65.0 $3.2M - $8.31M
Gardner Denver Hldgs Inc
Q1 2020 Filed on Apr 16, 2020
181
N/A
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
Q1 2020 Filed on Apr 16, 2020
500
$9.52 - $19.2 $4.76K - $9.6K
AGE
Age X Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 16, 2020
10
$0.78 - $1.95 $7.8 - $19.5
CGC
Canopy Growth Corp

Healthcare
Q1 2020 Filed on Apr 16, 2020
22
$9.73 - $24.9 $214 - $548
Wells Fargo Utilities And Hi
Q1 2020 Filed on Apr 16, 2020
475
N/A
Noble Corp PLC
Q1 2020 Filed on Apr 16, 2020
132
N/A
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q1 2020 Filed on Apr 16, 2020
100
$5.2 - $9.29 $520 - $929
Total S A
Q1 2020 Filed on Apr 16, 2020
85
N/A
FCPT
Four Corners Property Trust, Inc.

Real Estate
Q1 2020 Filed on Apr 16, 2020
8
$13.78 - $32.5 $110 - $260
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q1 2020 Filed on Apr 16, 2020
200
$0.6 - $1.58 $120 - $316
Target Corp
Q1 2020 Filed on Apr 16, 2020
45
N/A
AAL
American Airlines Group Inc.

Industrials
Q1 2020 Filed on Apr 16, 2020
5
$10.25 - $30.47 $51.3 - $152
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q1 2020 Filed on Apr 16, 2020
15
$4.08 - $7.1 $61.2 - $107
Pivotal Software Inc
Q4 2019 Filed on Jan 10, 2020
1,000
N/A
Bb&T Corp
Q4 2019 Filed on Jan 10, 2020
1,779
N/A
Capstone Turbine Corp
Q4 2019 Filed on Jan 10, 2020
4,500
N/A
Collectors Universe Inc
Q4 2019 Filed on Jan 10, 2020
6,358
N/A
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q4 2019 Filed on Jan 10, 2020
250
$4.1 - $4.4 $1.03K - $1.1K
Aphria Inc
Q4 2019 Filed on Jan 10, 2020
300
N/A
Valaris PLC
Q4 2019 Filed on Jan 10, 2020
500
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2019 Filed on Jan 10, 2020
5,140
$44.55 - $48.54 $229K - $249K
K
Kellogg CO

Consumer Defensive
Q4 2019 Filed on Jan 10, 2020
84
$60.89 - $69.16 $5.11K - $5.81K
Suntrust Bks Inc
Q4 2019 Filed on Jan 10, 2020
1,082
N/A
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