Sendero Wealth Management, LLC Sells in Q3 2024

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-6.94K
- 5.37%
$148.65 - $191.18 $1.03M - $1.33M
122K $20.3M
SCHW
Schwab Charles Corp

Financial Services
-11.4K
- 8.24%
$61.74 - $76.08 $704K - $868K
127K $8.23M
GOOG
Alphabet Inc.

Communication Services
-717
- 2.56%
$149.54 - $192.66 $107K - $138K
27.2K $4.55M
CHTR
Charter Communications, Inc.

Communication Services
-2.11K
- 29.78%
$290.56 - $383.07 $612K - $807K
4.97K $1.61M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-3.9K
- 28.61%
$76.83 - $91.38 $299K - $356K
9.72K $801K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-802
- 44.68%
$405.19 - $478.57 $325K - $384K
993 $457K
NFLX
Netflix Inc

Communication Services
-398
- 30.08%
$598.55 - $722.26 $238K - $287K
925 $656K
GNR
Spdr S&P Global Natural Resour

ETFs
-25.9K
- 3.6%
$53.02 - $57.84 $1.38M - $1.5M
695K $40.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-972
- 13.42%
$147.95 - $191.05 $144K - $186K
6.27K $1.09M
BECN
Beacon Roofing Supply Inc

Industrials
-1.57K
- 19.93%
$80.05 - $102.8 $125K - $161K
6.29K $543K
PEP
Pepsico Inc

Consumer Defensive
-1.23K
- 5.85%
$161.9 - $179.3 $199K - $220K
19.8K $3.36M
PG
Procter & Gamble CO

Consumer Defensive
-1.32K
- 7.89%
$160.76 - $177.82 $212K - $234K
15.4K $2.66M
TXN
Texas Instruments Inc

Technology
-409
- 5.21%
$194.6 - $194.6 $79.6K - $79.6K
7.44K $1.45M
BDX
Becton Dickinson & CO

Healthcare
-400
- 13.98%
$221.47 - $242.41 $88.6K - $97K
2.46K $593K
ORCL
Oracle Corp

Technology
-724
- 31.27%
$125.9 - $170.35 $91.2K - $123K
1.59K $271K
DIS
Walt Disney CO

Communication Services
-272
- 5.87%
$85.6 - $98.61 $23.3K - $26.8K
4.36K $419K
SPY
Spdr S&P 500 ETF Trust

ETFs
-75
- 4.1%
$517.38 - $573.86 $38.8K - $43K
1.75K $1.01M
ICE
Intercontinental Exchange, Inc.

Financial Services
-7.49K
- 14.11%
$136.93 - $162.81 $1.02M - $1.22M
45.6K $7.32M
GE
General Electric CO

Industrials
-29
- 1.2%
$156.66 - $189.66 $4.54K - $5.5K
2.4K $451K
XOM
Exxon Mobil Corp

Energy
-175
- 0.27%
$109.72 - $119.0 $19.2K - $20.8K
63.6K $7.45M
SBUX
Starbucks Corp

Consumer Cyclical
-1
- 0.01%
$72.51 - $98.6 $72.5 - $98.6
8.6K $838K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-585
- 2.23%
$475.2 - $527.7 $278K - $309K
25.6K $13.5M
LBRDK
Liberty Broadband Corp

Communication Services
-9.77K
- 15.9%
$52.66 - $78.14 $514K - $763K
51.7K $3.99M
PAYC
Paycom Software, Inc.

Technology
-98
- 0.21%
$140.16 - $173.86 $13.7K - $17K
46.5K $7.74M
CBRE
Cbre Group, Inc.

Real Estate
-5.82K
- 6.96%
$85.97 - $124.48 $501K - $725K
77.8K $9.69M
Activity Summary
Buys All Purchases 67 New Holdings 9 Increased Positions 58 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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