Vestmark Advisory Solutions, Inc. Incresed Positions in Q4 2024

Vestmark Advisory Solutions, Inc.

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
20.6K
+ 9.56%
N/A
236K $12.7M
AON
Aon PLC

Financial Services
2.95K
+ 203.03%
$344.14 - $393.31 $1.02M - $1.16M
4.41K $1.58M
BEAM
Beam Therapeutics Inc.

Healthcare
39.3K
+ 29.31%
$21.55 - $30.35 $846K - $1.19M
173K $4.29M
JPM
Jpmorgan Chase & CO

Financial Services
2.83K
+ 26.19%
$205.18 - $250.29 $580K - $707K
13.6K $3.26M
ORCL
Oracle Corp

Technology
6.06K
+ 83.61%
$165.41 - $192.43 $1M - $1.17M
13.3K $2.22M
WELL
Welltower Inc.

Real Estate
7.87K
+ 120.28%
$123.11 - $139.3 $969K - $1.1M
14.4K $1.82M
TTC
Toro CO

Industrials
14.9K
+ 44.17%
$80.1 - $88.44 $1.19M - $1.31M
48.5K $3.88M
PATH
Ui Path, Inc.

Technology
76.6K
+ 27.64%
$11.95 - $15.5 $916K - $1.19M
354K $4.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.41K
+ 5.07%
$172.07 - $207.36 $243K - $293K
29.3K $5.79M
SAP
Sap Se

Technology
2.82K
+ 19.43%
$218.13 - $255.54 $616K - $721K
17.3K $4.27M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
112K
+ 15.31%
$5.7 - $8.27 $640K - $928K
845K $5.71M
INTU
Intuit Inc

Technology
1.31K
+ 21.44%
$602.01 - $706.25 $787K - $924K
7.41K $4.66M
GS
Goldman Sachs Group Inc

Financial Services
656
+ 11.61%
$486.1 - $608.57 $319K - $399K
6.31K $3.61M
PM
Philip Morris International Inc.

Consumer Defensive
6.84K
+ 18.7%
$118.38 - $133.06 $810K - $910K
43.4K $5.23M
DKNG
Draft Kings Inc.

Consumer Cyclical
26.2K
+ 27.68%
$35.32 - $44.84 $924K - $1.17M
121K $4.49M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.75K
+ 4.38%
$81.6 - $90.89 $388K - $432K
113K $9.71M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12.5K
+ 113.23%
$59.74 - $60.03 $748K - $752K
23.6K $1.41M
BAC
Bank Of America Corp

Financial Services
15.9K
+ 261.5%
$39.22 - $47.77 $623K - $759K
22K $965K
VIG
Vanguard Dividend Appreciation

ETFs
3.89K
+ 10.27%
N/A
41.7K $7.6M
WMT
Walmart Inc.

Consumer Defensive
7.17K
+ 222.42%
$79.1 - $95.7 $567K - $686K
10.4K $939K
GOOG
Alphabet Inc.

Communication Services
1.73K
+ 12.1%
$163.08 - $198.16 $282K - $343K
16K $3.05M
PHYL
Pgim ETF Tr

ETFs
25.8K
+ 11.66%
$34.74 - $35.59 $896K - $918K
247K $8.58M
CRM
Salesforce, Inc.

Technology
14
+ 0.13%
$270.87 - $367.87 $3.79K - $5.15K
10.7K $3.58M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
276K
+ 44.52%
$1.55 - $2.65 $428K - $732K
897K $1.64M
BDX
Becton Dickinson & CO

Healthcare
2.67K
+ 128.13%
$220.02 - $243.75 $587K - $651K
4.75K $1.08M
BTI
British American Tobacco P.L.C.

Consumer Defensive
15.6K
+ 64.24%
$34.25 - $37.94 $534K - $592K
39.9K $1.45M
WMB
Williams Companies, Inc.

Energy
1.33K
+ 2.3%
$46.37 - $59.74 $61.5K - $79.3K
59.1K $3.2M
MS
Morgan Stanley

Financial Services
3.81K
+ 103.7%
$104.42 - $134.99 $398K - $514K
7.48K $940K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.45K
+ 25.37%
$178.39 - $215.0 $438K - $528K
12.1K $2.34M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.65K
+ 5.38%
$34.49 - $39.24 $229K - $261K
130K $4.84M
SCHW
Schwab Charles Corp

Financial Services
1.16K
+ 2.35%
$63.31 - $82.85 $73.3K - $95.9K
50.5K $3.74M
PG
Procter & Gamble CO

Consumer Defensive
3.64K
+ 23.98%
$161.05 - $179.7 $586K - $654K
18.8K $3.15M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.41K
+ 6.29%
$83.95 - $99.75 $202K - $240K
40.7K $3.64M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
10.1K
+ 17.89%
$49.63 - $50.41 $502K - $509K
66.6K $3.31M
UNH
Unitedhealth Group Inc

Healthcare
1.76K
+ 31.96%
$485.52 - $625.25 $856K - $1.1M
7.28K $3.68M
TDY
Teledyne Technologies Inc

Technology
444
+ 4.76%
$436.59 - $489.24 $194K - $217K
9.78K $4.54M
AZPN
Aspen Technology, Inc.

Technology
643
+ 2.41%
$231.19 - $253.16 $149K - $163K
27.3K $6.81M
CHKP
Check Point Software Technologies LTD

Technology
2.48K
+ 99.32%
$170.18 - $209.01 $422K - $518K
4.97K $928K
KKR
Kkr & Co. Inc.

Financial Services
2.35K
+ 41.85%
$129.87 - $162.87 $305K - $383K
7.97K $1.18M
BCS
Barclays PLC

Financial Services
30.2K
+ 116.43%
$11.65 - $13.67 $352K - $413K
56.2K $746K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
33.9K
+ 10.16%
$21.66 - $22.69 $734K - $769K
367K $8M
CVX
Chevron Corp

Energy
3.42K
+ 12.14%
$141.15 - $162.53 $483K - $556K
31.6K $4.58M
FXO
First Tr Exchange Traded Fd Fi

ETFs
1.23K
+ 1.08%
$50.63 - $59.0 $62.2K - $72.5K
115K $6.24M
PINS
Pinterest, Inc.

Communication Services
25.9K
+ 24.37%
$28.24 - $34.15 $732K - $885K
132K $3.84M
DDOG
Datadog, Inc.

Technology
1.92K
+ 47.19%
$113.98 - $168.65 $219K - $323K
5.98K $854K
PD
Pager Duty, Inc.

Technology
24.9K
+ 10.76%
$17.62 - $21.65 $439K - $539K
257K $4.68M
WTS
Watts Water Technologies Inc

Industrials
2.21K
+ 13.96%
$190.59 - $221.46 $422K - $490K
18.1K $3.67M
EQIX
Equinix Inc

Real Estate
295
+ 15.36%
$865.69 - $985.0 $255K - $291K
2.22K $2.09M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
47.7K
+ 10.7%
$37.41 - $42.14 $1.78M - $2.01M
493K $18.4M
Activity Summary
Buys All Purchases 395 New Holdings 81 Increased Positions 314 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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