Strategic Investment Advisors Closed Holding Positions

Strategic Investment Advisors

  • $777 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q2 2022 Filed on Aug 15, 2022
14,394
N/A
SYK
Stryker Corp

Healthcare
Q2 2022 Filed on Aug 15, 2022
942
$194.09 - $276.37 $183K - $260K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
17,162
$31.42 - $43.18 $539K - $741K
PWR
Quanta Services, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
7,535
$96.89 - $135.54 $730K - $1.02M
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on Apr 28, 2022
7,546
$101.35 - $129.4 $765K - $976K
KMI
Kinder Morgan, Inc.

Energy
Q1 2022 Filed on Apr 28, 2022
50,765
$16.35 - $19.09 $830K - $969K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
2,375
$234.8 - $367.94 $558K - $874K
RWX
Spdr Dow Jones International R

ETFs
Q1 2022 Filed on Apr 28, 2022
7,444
N/A
QRVO
Qorvo, Inc.

Technology
Q1 2022 Filed on Apr 28, 2022
5,359
$118.61 - $160.45 $636K - $860K
EMR
Emerson Electric CO

Industrials
Q1 2022 Filed on Apr 28, 2022
2,300
$89.51 - $99.06 $206K - $228K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on Apr 28, 2022
7,713
$129.09 - $164.35 $996K - $1.27M
URI
United Rentals, Inc.

Industrials
Q1 2022 Filed on Apr 28, 2022
3,265
$297.17 - $365.2 $970K - $1.19M
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 28, 2022
1,979
$113.3 - $137.26 $224K - $272K
SYNH
Syneos Health, Inc.

Healthcare
Q1 2022 Filed on Apr 28, 2022
10,122
$74.15 - $99.36 $751K - $1.01M
PARA
Paramount Global

Communication Services
Q1 2022 Filed on Apr 28, 2022
24,095
$50.37 - $62.3 $1.21M - $1.5M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2022 Filed on Apr 28, 2022
9,213
N/A
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Jan 26, 2022
22,342
$43.76 - $52.36 $978K - $1.17M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
5,477
$115.43 - $146.63 $632K - $803K
NEM
Newmont Corp

Basic Materials
Q4 2021 Filed on Jan 26, 2022
25,765
$53.27 - $62.02 $1.37M - $1.6M
GVI
Ishares Tr

ETFs
Q3 2021 Filed on Oct 19, 2021
1,859
$115.05 - $117.23 $214K - $218K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2021 Filed on Oct 19, 2021
14,979
$32.27 - $36.17 $483K - $542K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Oct 19, 2021
6,613
$72.81 - $94.4 $481K - $624K
AON
Aon PLC

Financial Services
Q3 2021 Filed on Oct 19, 2021
3,074
$226.79 - $299.17 $697K - $920K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2021 Filed on Oct 19, 2021
15,332
$94.79 - $106.1 $1.45M - $1.63M
TER
Teradyne, Inc

Technology
Q3 2021 Filed on Oct 19, 2021
4,429
$109.17 - $129.38 $484K - $573K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 19, 2021
2,868
$259.0 - $308.53 $743K - $885K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Jul 22, 2021
12,690
$113.04 - $115.78 $1.43M - $1.47M
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2021 Filed on Jul 22, 2021
9,998
N/A
Seagate Technology PLC
Q2 2021 Filed on Jul 22, 2021
11,846
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2021 Filed on Jul 22, 2021
17,604
$21.59 - $21.67 $380K - $381K
Indexiq ETF Tr
Q2 2021 Filed on Jul 22, 2021
19,643
N/A
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2021 Filed on Jul 22, 2021
7,175
$52.74 - $53.49 $378K - $384K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2021 Filed on Jul 22, 2021
6,613
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 22, 2021
5,092
N/A
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2021 Filed on Jul 22, 2021
5,991
$47.79 - $48.2 $286K - $289K
Quidel Corp
Q2 2021 Filed on Jul 22, 2021
2,636
N/A
LUV
Southwest Airlines CO

Industrials
Q2 2021 Filed on Jul 22, 2021
3,329
$52.92 - $64.1 $176K - $213K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
58,044
$12.64 - $15.28 $734K - $887K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q2 2021 Filed on Jul 22, 2021
7,115
N/A
GAB
Gabelli Equity Trust Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
17,574
$6.67 - $7.54 $117K - $133K
MBB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
7,773
$107.91 - $108.86 $839K - $846K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,694
$259.0 - $414.71 $439K - $703K
T
At&T Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
27,724
$21.64 - $24.65 $600K - $683K
CIEN
Ciena Corp

Technology
Q2 2021 Filed on Jul 22, 2021
8,709
$49.52 - $60.77 $431K - $529K
CMBS
Ishares Cmbs ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
5,367
N/A
AZO
Autozone Inc

Consumer Cyclical
Q1 2021 Filed on Apr 14, 2021
238
$1118.37 - $1432.28 $266K - $341K
OKE
Oneok Inc

Energy
Q1 2021 Filed on Apr 14, 2021
5,732
$37.5 - $51.6 $215K - $296K
STE
Steris PLC

Healthcare
Q1 2021 Filed on Apr 14, 2021
1,874
$171.2 - $202.81 $321K - $380K
LMT
Lockheed Martin Corp

Industrials
Q1 2021 Filed on Apr 14, 2021
1,103
$321.82 - $372.79 $355K - $411K
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