Tobias Financial Advisors, Inc. Closed Holding Positions

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
D
Dominion Energy, Inc

Utilities
Q1 2020 Filed on May 13, 2020
300
$59.39 - $89.8 $17.8K - $26.9K
DG
Dollar General Corp

Consumer Defensive
Q1 2020 Filed on May 13, 2020
10
$136.1 - $166.88 $1.36K - $1.67K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2020 Filed on May 13, 2020
113
$107.9 - $143.34 $12.2K - $16.2K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
212
$21.35 - $62.03 $4.53K - $13.2K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on May 13, 2020
200
$121.39 - $169.05 $24.3K - $33.8K
CRON
Cronos Group Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
50
$4.52 - $8.55 $226 - $428
Cooper Tire & Rubber CO
Q1 2020 Filed on May 13, 2020
0
N/A
COP
Conocophillips

Energy
Q1 2020 Filed on May 13, 2020
100
$22.67 - $66.48 $2.27K - $6.65K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2020 Filed on May 13, 2020
200
$59.89 - $77.35 $12K - $15.5K
CGNX
Cognex Corp

Technology
Q1 2020 Filed on May 13, 2020
202
$38.22 - $58.64 $7.72K - $11.8K
C
Citigroup Inc

Financial Services
Q1 2020 Filed on May 13, 2020
178
$35.39 - $81.91 $6.3K - $14.6K
CRUS
Cirrus Logic, Inc.

Technology
Q1 2020 Filed on May 13, 2020
20
$50.55 - $86.04 $1.01K - $1.72K
DUK
Duke Energy Corp

Utilities
Q1 2020 Filed on May 13, 2020
261
$64.15 - $102.43 $16.7K - $26.7K
EVN
Eaton Vance Municipal Income Trust

Financial Services
Q1 2020 Filed on May 13, 2020
1,069
$9.9 - $13.73 $10.6K - $14.7K
ECL
Ecolab Inc.

Basic Materials
Q1 2020 Filed on May 13, 2020
200
$125.22 - $210.31 $25K - $42.1K
FTV
Fortive Corp

Technology
Q1 2020 Filed on May 13, 2020
100
$35.15 - $66.44 $3.52K - $6.64K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on May 13, 2020
123
$19.16 - $33.67 $2.36K - $4.14K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on May 13, 2020
289
$51.51 - $78.0 $14.9K - $22.5K
TDIV
First Trust Nasdaq Technology

ETFs
Q1 2020 Filed on May 13, 2020
10
$31.64 - $46.25 $316 - $463
Fireeye Inc
Q1 2020 Filed on May 13, 2020
100
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q1 2020 Filed on May 13, 2020
1,295
$25.14 - $43.87 $32.6K - $56.8K
ES
Eversource Energy

Utilities
Q1 2020 Filed on May 13, 2020
99
$62.23 - $98.54 $6.16K - $9.76K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q1 2020 Filed on May 13, 2020
249
$9.1 - $18.75 $2.27K - $4.67K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on May 13, 2020
1,594
$12.27 - $29.02 $19.6K - $46.3K
ET
Energy Transfer LP

Energy
Q1 2020 Filed on May 13, 2020
200
$4.53 - $13.68 $906 - $2.74K
ENB
Enbridge Inc

Energy
Q1 2020 Filed on May 13, 2020
833
$23.74 - $43.06 $19.8K - $35.9K
Empire St Realty Op LP
Q1 2020 Filed on May 13, 2020
7,026
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
200
$14.88 - $32.78 $2.98K - $6.56K
CTAS
Cintas Corp

Industrials
Q1 2020 Filed on May 13, 2020
105
$157.06 - $304.26 $16.5K - $31.9K
CB
Chubb LTD

Financial Services
Q1 2020 Filed on May 13, 2020
41
$94.2 - $165.33 $3.86K - $6.78K
AVXL
Anavex Life Sciences Corp.

Healthcare
Q1 2020 Filed on May 13, 2020
275
$2.38 - $5.81 $655 - $1.6K
AMGN
Amgen Inc

Healthcare
Q1 2020 Filed on May 13, 2020
100
$182.24 - $241.7 $18.2K - $24.2K
ABC
Amerisourcebergen Corp

Healthcare
Q1 2020 Filed on May 13, 2020
200
$73.93 - $97.0 $14.8K - $19.4K
AWK
American Water Works Company, Inc.

Utilities
Q1 2020 Filed on May 13, 2020
29
$97.07 - $141.0 $2.82K - $4.09K
AEP
American Electric Power CO Inc

Utilities
Q1 2020 Filed on May 13, 2020
105
$70.0 - $104.33 $7.35K - $11K
AAL
American Airlines Group Inc.

Industrials
Q1 2020 Filed on May 13, 2020
100
$10.25 - $30.47 $1.03K - $3.05K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2020 Filed on May 13, 2020
100
$31.38 - $51.25 $3.14K - $5.13K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
60
$176.34 - $230.48 $10.6K - $13.8K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q1 2020 Filed on May 13, 2020
34
$34.29 - $50.11 $1.17K - $1.7K
AKAM
Akamai Technologies Inc

Technology
Q1 2020 Filed on May 13, 2020
200
$80.05 - $102.56 $16K - $20.5K
AMD
Advanced Micro Devices Inc

Technology
Q1 2020 Filed on May 13, 2020
75
$38.71 - $58.9 $2.9K - $4.42K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
101
$52.05 - $64.37 $5.26K - $6.5K
ACN
Accenture PLC

Technology
Q1 2020 Filed on May 13, 2020
87
$143.69 - $215.92 $12.5K - $18.8K
ABBV
Abb Vie Inc.

Healthcare
Q1 2020 Filed on May 13, 2020
122
$64.5 - $97.79 $7.87K - $11.9K
Aphria Inc
Q1 2020 Filed on May 13, 2020
50
N/A
APPN
Appian Corp

Technology
Q1 2020 Filed on May 13, 2020
40
$31.54 - $63.3 $1.26K - $2.53K
Aqua America Inc
Q1 2020 Filed on May 13, 2020
626
N/A
CDXC
Chroma Dex Corp.

Healthcare
Q1 2020 Filed on May 13, 2020
2,000
$2.54 - $4.75 $5.08K - $9.5K
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 13, 2020
462
$54.22 - $121.43 $25K - $56.1K
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