Truepoint, Inc. Closed Holding Positions

Truepoint, Inc.

  • $3.65 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
General Electric
Q2 2022 Filed on Aug 08, 2022
4,209
N/A
DOCN
Digital Ocean Holdings, Inc.

Technology
Q2 2022 Filed on Aug 08, 2022
3,995
$30.86 - $60.4 $123K - $241K
Pieris Pharmaceuticals Inc
Q2 2022 Filed on Aug 08, 2022
10,000
N/A
DFSD
Dimensional ETF Tr Short Durat

ETFs
Q2 2022 Filed on Aug 08, 2022
4,300
$46.22 - $47.82 $199K - $206K
GFOF
ETF Ser Solutions Grayscale Fu
Q2 2022 Filed on Aug 08, 2022
10,000
$10.61 - $27.35 $106K - $274K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q2 2022 Filed on Aug 08, 2022
6,626
$47.62 - $59.38 $316K - $393K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
15,000
$34.79 - $41.7 $522K - $626K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
Q2 2022 Filed on Aug 08, 2022
24,452
$23.62 - $28.23 $578K - $690K
Aerpio Pharmaceuticals Inc
Q2 2022 Filed on Aug 08, 2022
10,219
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2022 Filed on Aug 08, 2022
13,600
$49.95 - $54.8 $679K - $745K
MSTR
Microstrategy Inc

Technology
Q1 2022 Filed on May 11, 2022
500
$319.45 - $558.26 $160K - $279K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 11, 2022
1,039
$153.19 - $251.05 $159K - $261K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2022 Filed on May 11, 2022
35,000
$29.3 - $38.91 $1.03M - $1.36M
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Feb 02, 2022
14,000
$7.79 - $8.73 $109K - $122K
STX
Seagate Technology Holdings PLC

Technology
Q4 2021 Filed on Feb 02, 2022
3,000
$79.01 - $115.0 $237K - $345K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
5,136
$111.96 - $177.7 $575K - $913K
XLK
Technology Sector Spdr

ETFs
Q3 2021 Filed on Oct 28, 2021
2,000
$147.91 - $159.7 $296K - $319K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
6
$390360.0 - $439460.0 $2.34M - $2.64M
Proshares Tr Ii
Q2 2021 Filed on Aug 04, 2021
20,000
N/A
Wisdomtree Tr
Q1 2021 Filed on Apr 30, 2021
7,803
N/A
NCMI
National Cine Media, Inc.

Communication Services
Q1 2021 Filed on Apr 30, 2021
25,000
$3.58 - $5.99 $89.5K - $150K
MRO
Marathon Oil Corp

Energy
Q1 2021 Filed on Apr 30, 2021
12,052
$6.83 - $12.98 $82.3K - $156K
GLD
Spdr Gold Trust

ETFs
Q1 2021 Filed on Apr 30, 2021
1,249
$157.49 - $182.87 $197K - $228K
Wisdomtree Tr
Q2 2020 Filed on Aug 07, 2020
10,696
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2020 Filed on Aug 07, 2020
10,705
$121.38 - $165.27 $1.3M - $1.77M
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2020 Filed on May 13, 2020
3,012
$59.3 - $107.65 $179K - $324K
BA
Boeing CO

Industrials
Q1 2020 Filed on May 13, 2020
1,235
$95.01 - $347.45 $117K - $429K
PAYX
Paychex Inc

Industrials
Q1 2020 Filed on May 13, 2020
2,902
$50.39 - $90.23 $146K - $262K
Powershares Qqq Trust
Q1 2020 Filed on May 13, 2020
1,994
N/A
ADP
Automatic Data Processing Inc

Industrials
Q1 2020 Filed on May 13, 2020
2,565
$109.07 - $181.25 $280K - $465K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2020 Filed on May 13, 2020
10,835
$27.93 - $30.83 $303K - $334K
United Technologies Corp
Q1 2020 Filed on May 13, 2020
2,668
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q1 2020 Filed on May 13, 2020
14,058
$19.66 - $31.28 $276K - $440K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on May 13, 2020
3,710
$35.18 - $83.45 $131K - $310K
DSKE
Daseke, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
20,000
$0.86 - $4.25 $17.2K - $85K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2020 Filed on May 13, 2020
1,620
$45.35 - $65.22 $73.5K - $106K
Powershares ETF Trust
Q1 2020 Filed on May 13, 2020
5,232
N/A
EFG
Msci Eafe Growth ETF

ETFs
Q1 2020 Filed on May 13, 2020
2,745
$62.16 - $88.65 $171K - $243K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 13, 2020
4,824
$44.1 - $51.09 $213K - $246K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 13, 2020
2,840
$105.05 - $134.27 $298K - $381K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2020 Filed on May 13, 2020
2,598
$55.33 - $91.41 $144K - $237K
Ak Stl Hldg Corp
Q1 2020 Filed on May 13, 2020
54,500
N/A
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2019 Filed on Jan 27, 2020
1,662
$72.03 - $80.55 $120K - $134K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q4 2019 Filed on Jan 27, 2020
38,470
$44.83 - $49.24 $1.72M - $1.89M
Ak Stl Hldg Corp
Q4 2019 Filed on Jan 27, 2020
54,500
N/A
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q4 2019 Filed on Jan 27, 2020
3,299
$89.66 - $101.3 $296K - $334K
WFC
Wells Fargo & Company

Financial Services
Q3 2019 Filed on Nov 07, 2019
4,963
$43.38 - $50.71 $215K - $252K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2019 Filed on Nov 07, 2019
1,647
$128.78 - $142.74 $212K - $235K
FXI
Ishares Tr

ETFs
Q2 2019 Filed on Aug 08, 2019
6,166
$39.93 - $45.85 $246K - $283K
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