Simon Quick Advisors, LLC Purchases and Sells in Q3 2024

Simon Quick Advisors, LLC

$1.57 Billion
Q3 2024

Top Buys

Incresed Positions

258 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	52.8K + 21.92%	$207.23 - $234.82 $10.9M - $12.4M	294K $68.4M
VTV	22.2K + 4.28%	$159.75 - $174.57 $3.54M - $3.87M	541K $94.4M
SPY	42 + 0.02%	$517.38 - $573.86 $21.7K - $24.1K	260K $149M
IVV	5.55K + 5.25%	$520.18 - $576.82 $2.89M - $3.2M	111K $64.2M
VOO	6.65K + 6.7%	$475.2 - $527.7 $3.16M - $3.51M	106K $55.9M
VUG	5.99K + 2.15%	$341.08 - $391.94 $2.04M - $2.35M	285K $109M

New Holdings

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	558K New	$50.52 - $50.95 $28.2M - $28.4M	558K $28.4M
IJR	8.69K New	$105.53 - $118.34 $917K - $1.03M	8.69K $1.02M
UL	7.84K New	$54.7 - $65.59 $429K - $514K	7.84K $509K
NVS	4.19K New	$106.13 - $120.89 $445K - $507K	4.19K $481K
TTD	3.54K New	$83.08 - $110.79 $294K - $392K	3.54K $388K
AEP	3.52K New	$87.11 - $104.95 $307K - $369K	3.52K $361K

Top Sells

Reduced Positions

92 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-19.1K - 52.05%	$96.25 - $101.98 $1.83M - $1.94M	17.6K $1.78M
VTI	-10.4K - 13.47%	$255.18 - $283.2 $2.65M - $2.94M	66.7K $18.9M
BAC	-31K - 7.12%	$36.65 - $44.13 $1.14M - $1.37M	405K $16.1M
BNDX	-20.8K - 48.96%	$48.42 - $50.35 $1.01M - $1.05M	21.7K $1.09M
QUAL	-6.6K - 19.19%	$162.64 - $179.3 $1.07M - $1.18M	27.8K $4.98M
VONG	-9.52K - 25.6%	$85.48 - $98.39 $813K - $936K	27.7K $2.67M

Activity Summary All Purchases 325 New Holdings 67 Increased Positions 258 All Sells 92 Reductions 92 Sold out 0 Calls 0 Puts 0

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