Surevest, LLC Closed Holding Positions

Surevest, LLC

  • $368 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2020 Filed on Jul 15, 2020
6,557
$39.86 - $56.97 $261K - $374K
RH
Rh

Consumer Cyclical
Q2 2020 Filed on Jul 15, 2020
28,737
$86.19 - $255.26 $2.48M - $7.34M
CG
Carlyle Group Inc.

Financial Services
Q2 2020 Filed on Jul 15, 2020
93,995
$19.71 - $30.94 $1.85M - $2.91M
SPYG
Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 15, 2020
7,604
$34.16 - $45.45 $260K - $346K
LYFT
Lyft, Inc.

Technology
Q2 2020 Filed on Jul 15, 2020
73,567
$22.0 - $40.98 $1.62M - $3.01M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
7,741
$48.74 - $50.59 $377K - $392K
United Technologies Corp
Q2 2020 Filed on Jul 15, 2020
22,961
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2020 Filed on Jul 15, 2020
13,076
$22.29 - $32.04 $291K - $419K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
Q2 2020 Filed on Jul 15, 2020
12,015
$26.85 - $35.49 $323K - $426K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on Apr 16, 2020
13,035
$39.85 - $66.69 $519K - $869K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q1 2020 Filed on Apr 16, 2020
15,920
$27.64 - $45.48 $440K - $724K
R
Ryder System Inc

Industrials
Q1 2020 Filed on Apr 16, 2020
34,847
$25.07 - $56.0 $874K - $1.95M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on Apr 16, 2020
6,868
$21.02 - $39.9 $144K - $274K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2020 Filed on Apr 16, 2020
4,488
$43.92 - $49.69 $197K - $223K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
10,555
$22.33 - $135.05 $236K - $1.43M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2020 Filed on Apr 16, 2020
1,400
$220.85 - $384.02 $309K - $538K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2020 Filed on Apr 16, 2020
20,670
$69.28 - $105.06 $1.43M - $2.17M
PIZ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 16, 2020
11,946
N/A
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q1 2020 Filed on Apr 16, 2020
7,937
$22.29 - $32.88 $177K - $261K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
28,900
$54.33 - $81.73 $1.57M - $2.36M
IBB
Ishares Biotechnology ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
2,406
$94.39 - $123.48 $227K - $297K
SUB
Ishares Short Term National Mu

ETFs
Q1 2020 Filed on Apr 16, 2020
2,052
$97.45 - $107.63 $200K - $221K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q1 2020 Filed on Apr 16, 2020
34,611
$45.24 - $77.28 $1.57M - $2.67M
IYG
Ishares Tr

ETFs
Q1 2020 Filed on Apr 16, 2020
1,643
$28.97 - $52.03 $47.6K - $85.5K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2020 Filed on Apr 16, 2020
13,396
$90.36 - $137.08 $1.21M - $1.84M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q1 2020 Filed on Apr 16, 2020
102,170
$22.91 - $32.63 $2.34M - $3.33M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
Q1 2020 Filed on Apr 16, 2020
212,467
$22.41 - $32.65 $4.76M - $6.94M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 16, 2020
3,893
$29.7 - $55.41 $116K - $216K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q1 2020 Filed on Apr 16, 2020
36,980
$40.88 - $66.27 $1.51M - $2.45M
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on Apr 16, 2020
27,062
$18.2 - $29.21 $493K - $790K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2020 Filed on Apr 16, 2020
17,116
$22.46 - $34.72 $384K - $594K
Carlyle Group L P
Q1 2020 Filed on Apr 16, 2020
50,178
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on Apr 16, 2020
94,206
$14.28 - $25.67 $1.35M - $2.42M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on Apr 16, 2020
76,930
$19.73 - $38.37 $1.52M - $2.95M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on Apr 16, 2020
51,766
$22.51 - $42.68 $1.17M - $2.21M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on Apr 16, 2020
63,484
$42.11 - $71.71 $2.67M - $4.55M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on Apr 16, 2020
3,065
$35.16 - $65.92 $108K - $202K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2020 Filed on Apr 16, 2020
2,421
$60.97 - $94.78 $148K - $229K
Wisdomtree Tr
Q1 2020 Filed on Apr 16, 2020
49,683
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on Apr 16, 2020
10,225
$29.43 - $48.44 $301K - $495K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on Apr 16, 2020
104,627
$20.08 - $30.89 $2.1M - $3.23M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 16, 2020
103,163
$29.04 - $46.68 $3M - $4.82M
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2019 Filed on Jan 14, 2020
9,256
$28.77 - $31.14 $266K - $288K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2019 Filed on Jan 14, 2020
7,771
$25.86 - $26.56 $201K - $206K
Blackstone Group L P
Q3 2019 Filed on Oct 15, 2019
32,707
N/A
Allergan PLC
Q3 2019 Filed on Oct 15, 2019
10,048
N/A
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q3 2019 Filed on Oct 15, 2019
4,019
$65.36 - $67.06 $263K - $270K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Oct 15, 2019
4,302
$53.15 - $54.55 $229K - $235K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2019 Filed on Jul 10, 2019
1
$297060.0 - $327766.0 $297K - $328K
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