Signature Wealth Management Group Closed Holding Positions

Signature Wealth Management Group

  • $243 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
Q2 2022 Filed on Jul 14, 2022
5,917
$30.7 - $35.08 $182K - $208K
Dragoneer Growth Opportun CO
Q2 2022 Filed on Jul 14, 2022
34,055
N/A
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 14, 2022
12,651
$115.86 - $191.18 $1.47M - $2.42M
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
114,794
$9.74 - $14.9 $1.12M - $1.71M
SBUX
Starbucks Corp

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
23,663
$69.9 - $91.49 $1.65M - $2.16M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2022 Filed on Jul 14, 2022
15,126
$46.52 - $47.45 $704K - $718K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
4,980
$104.73 - $109.51 $522K - $545K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
11,701
$120.56 - $161.25 $1.41M - $1.89M
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on Apr 14, 2022
154,068
$21.26 - $25.41 $3.28M - $3.91M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
814
$251.21 - $285.37 $204K - $232K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on Apr 14, 2022
6,008
$218.27 - $304.24 $1.31M - $1.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
2,297
$102.32 - $116.69 $235K - $268K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 31, 2022
7,423
$16.74 - $20.66 $124K - $153K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Jan 31, 2022
2,126
$347.28 - $421.83 $738K - $897K
Invesco Qqq Tr
Q4 2021 Filed on Jan 31, 2022
612
N/A
NTR
Nutrien Ltd.

Basic Materials
Q2 2021 Filed on Jul 16, 2021
31,104
$52.83 - $65.04 $1.64M - $2.02M
QCOM
Qualcomm Inc

Technology
Q1 2021 Filed on Apr 15, 2021
14,605
$123.2 - $164.78 $1.8M - $2.41M
WMS
Advanced Drainage Systems, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
3,502
$80.61 - $112.58 $282K - $394K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on Apr 15, 2021
5,971
$157.33 - $207.36 $939K - $1.24M
C
Citigroup Inc

Financial Services
Q4 2020 Filed on Jan 15, 2021
14,553
$41.13 - $61.66 $599K - $897K
ORCL
Oracle Corp

Technology
Q4 2020 Filed on Jan 15, 2021
15,784
$55.59 - $65.3 $877K - $1.03M
ITW
Illinois Tool Works Inc

Industrials
Q4 2020 Filed on Jan 15, 2021
5,117
$190.9 - $217.54 $977K - $1.11M
HRL
Hormel Foods Corp

Consumer Defensive
Q3 2020 Filed on Oct 22, 2020
9,296
$47.01 - $52.71 $437K - $490K
MPC
Marathon Petroleum Corp

Energy
Q3 2020 Filed on Oct 22, 2020
14,002
$28.62 - $39.91 $401K - $559K
AVGO
Broadcom Inc.

Technology
Q3 2020 Filed on Oct 22, 2020
2,846
$305.79 - $375.01 $870K - $1.07M
SPG
Simon Property Group Inc

Real Estate
Q2 2020 Filed on Jul 20, 2020
20,859
$44.01 - $95.5 $918K - $1.99M
WFC
Wells Fargo & Company

Financial Services
Q2 2020 Filed on Jul 20, 2020
40,528
$22.53 - $33.32 $913K - $1.35M
WRK
West Rock CO

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
89,646
$24.16 - $34.15 $2.17M - $3.06M
OKE
Oneok Inc

Energy
Q2 2020 Filed on Jul 20, 2020
54,056
$19.2 - $48.04 $1.04M - $2.6M
Ishares Tr
Q2 2020 Filed on Jul 20, 2020
50,989
N/A
VB
Vanguard Small Cap ETF

ETFs
Q1 2020 Filed on May 26, 2020
2,246
$98.45 - $170.48 $221K - $383K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2020 Filed on May 26, 2020
2,149
$77.36 - $132.73 $166K - $285K
PFG
Principal Financial Group Inc

Financial Services
Q1 2020 Filed on May 26, 2020
57,928
$24.16 - $57.08 $1.4M - $3.31M
IVZ
Invesco Ltd.

Financial Services
Q1 2020 Filed on May 26, 2020
100,343
$7.61 - $18.89 $764K - $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on May 26, 2020
8,029
$60.97 - $94.78 $490K - $761K
HRB
H&R Block Inc

Consumer Cyclical
Q1 2020 Filed on May 26, 2020
123,424
$12.38 - $24.97 $1.53M - $3.08M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q1 2020 Filed on May 26, 2020
19,861
$56.72 - $168.8 $1.13M - $3.35M
MAR
Marriott International Inc

Consumer Cyclical
Q1 2020 Filed on May 26, 2020
4,666
$63.81 - $151.49 $298K - $707K
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on May 26, 2020
27,202
$13.09 - $50.17 $356K - $1.36M
LNC
Lincoln National Corp

Financial Services
Q4 2019 Filed on Jan 15, 2020
9,124
$53.92 - $62.18 $492K - $567K
Ingersoll Rand PLC
Q4 2019 Filed on Jan 15, 2020
5,574
N/A
Suntrust Bks Inc
Q4 2019 Filed on Jan 15, 2020
8,893
N/A
OXY
Occidental Petroleum Corp

Energy
Q3 2019 Filed on Oct 21, 2019
56,999
$42.13 - $53.17 $2.4M - $3.03M
M
Macy'S, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 21, 2019
50,511
$14.3 - $23.25 $722K - $1.17M
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2019 Filed on Jul 08, 2019
7,109
$87.03 - $98.29 $619K - $699K
IP
International Paper CO

Consumer Cyclical
Q2 2019 Filed on Jul 08, 2019
64,758
$39.27 - $45.23 $2.54M - $2.93M
Bb&T Corp
Q2 2019 Filed on Jul 08, 2019
64,135
N/A
CCL
Carnival Corp

Consumer Cyclical
Q2 2019 Filed on Jul 08, 2019
9,746
$45.38 - $55.82 $442K - $544K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2019 Filed on Apr 17, 2019
5,971
$91.17 - $109.47 $544K - $654K
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