Seven Springs Wealth Group, LLC Closed Holding Positions

Seven Springs Wealth Group, LLC

  • $273 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BGNE
Bei Gene, Ltd.

Healthcare
Q1 2021 Filed on May 07, 2021
3
$260.64 - $382.12 $782 - $1.15K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
3
$151.77 - $181.69 $455 - $545
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2021 Filed on May 07, 2021
20
$49.19 - $62.41 $984 - $1.25K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
22
$61.35 - $90.47 $1.35K - $1.99K
BCE
Bce Inc

Communication Services
Q1 2021 Filed on May 07, 2021
33
$42.38 - $46.11 $1.4K - $1.52K
AWI
Armstrong World Industries Inc

Industrials
Q1 2021 Filed on May 07, 2021
9
$71.11 - $96.35 $640 - $867
ATRC
Atri Cure, Inc.

Healthcare
Q1 2021 Filed on May 07, 2021
2
$53.79 - $66.98 $108 - $134
Perspecta Inc
Q4 2020 Filed on Feb 01, 2021
2
N/A
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 01, 2021
28
$18.72 - $30.94 $524 - $866
FITB
Fifth Third Bancorp

Financial Services
Q4 2020 Filed on Feb 01, 2021
906
$21.03 - $27.78 $19.1K - $25.2K
HPQ
Hp Inc

Technology
Q4 2020 Filed on Feb 01, 2021
63
$17.35 - $24.59 $1.09K - $1.55K
Micro Focus Intl PLC
Q4 2020 Filed on Feb 01, 2021
6
N/A
HPE
Hewlett Packard Enterprise CO

Technology
Q4 2020 Filed on Feb 01, 2021
63
$8.37 - $12.34 $527 - $777
DXC
Dxc Technology CO

Technology
Q4 2020 Filed on Feb 01, 2021
5
$17.64 - $25.75 $88.2 - $129
MCHP
Microchip Technology Inc

Technology
Q4 2020 Filed on Feb 01, 2021
5
$51.27 - $72.5 $256 - $363
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2020 Filed on Feb 01, 2021
1,419
$51.33 - $51.65 $72.8K - $73.3K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
Q2 2020 Filed on Aug 03, 2020
37,252
$11.15 - $14.51 $415K - $541K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2020 Filed on Aug 03, 2020
37
$246.15 - $323.2 $9.11K - $12K
LC
Lending Club Corp

Financial Services
Q2 2020 Filed on Aug 03, 2020
8
$4.41 - $9.18 $35.3 - $73.4
M
Macy'S, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
4,074
$4.43 - $9.55 $18K - $38.9K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2020 Filed on Aug 03, 2020
1,100
$144.16 - $193.61 $159K - $213K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2020 Filed on Aug 03, 2020
47
$43.84 - $72.05 $2.06K - $3.39K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q2 2020 Filed on Aug 03, 2020
890
$44.31 - $86.04 $39.4K - $76.6K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2020 Filed on Apr 20, 2020
6,040
$24.81 - $45.08 $150K - $272K
BIDU
Baidu, Inc.

Communication Services
Q1 2020 Filed on Apr 20, 2020
18
$83.62 - $144.51 $1.51K - $2.6K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q1 2020 Filed on Apr 20, 2020
6,280
$54.79 - $80.84 $344K - $508K
KMI
Kinder Morgan, Inc.

Energy
Q1 2020 Filed on Apr 20, 2020
375
$9.98 - $22.24 $3.74K - $8.34K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q1 2020 Filed on Apr 20, 2020
3,968
$28.75 - $38.7 $114K - $154K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q1 2020 Filed on Apr 20, 2020
877
$17.27 - $26.2 $15.1K - $23K
Liberty Ppty Tr
Q1 2020 Filed on Apr 20, 2020
1,507
N/A
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
161
$22.0 - $53.75 $3.54K - $8.65K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
3,009
$19.95 - $37.33 $60K - $112K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 20, 2020
1,823
$33.22 - $89.84 $60.6K - $164K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 20, 2020
327
$35.95 - $59.38 $11.8K - $19.4K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2020 Filed on Apr 20, 2020
5
$70.89 - $104.72 $354 - $524
BKR
Baker Hughes CO

Energy
Q1 2020 Filed on Apr 20, 2020
500
$9.33 - $25.64 $4.67K - $12.8K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
296
$29.7 - $55.41 $8.79K - $16.4K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2020 Filed on Apr 20, 2020
3,692
$11.91 - $36.3 $44K - $134K
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on Apr 20, 2020
24,450
$54.38 - $96.81 $1.33M - $2.37M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on Apr 20, 2020
78
$13.54 - $24.27 $1.06K - $1.89K
ADC
Agree Realty Corp

Real Estate
Q1 2020 Filed on Apr 20, 2020
466
$48.57 - $79.62 $22.6K - $37.1K
Apartment Invt &Mgmt CO
Q1 2020 Filed on Apr 20, 2020
628
N/A
AMH
American Homes 4 Rent

Real Estate
Q1 2020 Filed on Apr 20, 2020
666
$18.15 - $29.52 $12.1K - $19.7K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
378
$7.87 - $14.77 $2.97K - $5.58K
GPN
Global Payments Inc

Industrials
Q1 2020 Filed on Apr 20, 2020
41
$116.07 - $208.47 $4.76K - $8.55K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q1 2020 Filed on Apr 20, 2020
8,397
$10.57 - $16.78 $88.8K - $141K
GLW
Corning Inc

Technology
Q1 2020 Filed on Apr 20, 2020
423
$17.75 - $30.4 $7.51K - $12.9K
Ishares Tr
Q1 2020 Filed on Apr 20, 2020
20,586
N/A
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q1 2020 Filed on Apr 20, 2020
1,526
$29.08 - $46.21 $44.4K - $70.5K
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