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
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.07K
+ 36.64%
$311.11 - $335.64 $331K - $357K
3.97K $1.28M
ZWS
Zurn Water Solutions Corp

Industrials
5.05K
+ 3.95%
$35.79 - $40.92 $181K - $207K
133K $4.96M
MC
Moelis & CO

Financial Services
907
+ 1.66%
$65.74 - $80.49 $59.6K - $73K
55.4K $4.09M
WRB
Berkley W R Corp

Financial Services
3.16K
+ 3.44%
$56.48 - $64.94 $179K - $205K
95.1K $5.57M
TFC
Truist Financial Corp

Financial Services
7.92K
+ 152.3%
$41.51 - $48.1 $329K - $381K
13.1K $569K
PANW
Palo Alto Networks Inc

Technology
9.78K
+ 108.93%
$181.96 - $405.9 $1.78M - $3.97M
18.8K $3.41M
EVR
Evercore Inc.

Financial Services
1.09K
+ 60.57%
$247.66 - $315.67 $270K - $345K
2.9K $802K
FDS
Factset Research Systems Inc

Financial Services
481
+ 9.21%
$449.69 - $495.72 $216K - $238K
5.71K $2.74M
ABT
Abbott Laboratories

Healthcare
3.06K
+ 30.46%
$111.93 - $119.39 $343K - $366K
13.1K $1.48M
LII
Lennox International Inc

Industrials
449
+ 3.62%
$589.36 - $678.43 $265K - $305K
12.8K $7.83M
TXN
Texas Instruments Inc

Technology
1.67K
+ 6.02%
N/A
29.4K $5.72M
SAIA
Saia Inc

Industrials
323
+ 3.69%
$411.44 - $569.08 $133K - $184K
9.07K $4.13M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.3K
+ 10.53%
$26.16 - $28.82 $1.05M - $1.16M
422K $11.1M
ADSK
Autodesk, Inc.

Technology
1.23K
+ 73.78%
N/A
2.89K $710K
AMD
Advanced Micro Devices Inc

Technology
8.32K
+ 51.15%
$118.88 - $172.8 $988K - $1.44M
24.6K $2.97M
MCO
Moodys Corp

Financial Services
625
+ 11.88%
$454.04 - $500.88 $284K - $313K
5.89K $2.79M
ISRG
Intuitive Surgical Inc

Healthcare
29
+ 0.33%
$471.27 - $550.62 $13.7K - $16K
8.79K $4.59M
HDB
Hdfc Bank LTD

Financial Services
3.93K
+ 16.68%
$59.45 - $68.01 $233K - $267K
27.5K $1.75M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.41K
+ 4.97%
$55.73 - $66.16 $134K - $159K
50.8K $3.07M
MCD
Mcdonalds Corp

Consumer Cyclical
1.24K
+ 19.65%
$288.47 - $316.54 $359K - $393K
7.57K $2.19M
UNP
Union Pacific Corp

Industrials
1.35K
+ 59.96%
$223.15 - $249.32 $302K - $337K
3.61K $822K
APG
A Pi Group Corp

Industrials
4.97K
+ 17.04%
$31.48 - $39.26 $157K - $195K
34.2K $1.23M
DHR
Danaher Corp

Healthcare
2.38K
+ 41.14%
$226.16 - $274.52 $538K - $653K
8.16K $1.87M
SNY
Sanofi

Healthcare
10.3K
+ 41.6%
$45.89 - $57.31 $473K - $591K
35.1K $1.69M
BOH
Bank Of Hawaii Corp

Financial Services
3.09K
+ 65.54%
$61.29 - $80.51 $189K - $249K
7.8K $555K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
9.01K
+ 74.28%
$49.78 - $66.55 $449K - $600K
21.1K $1.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
786
+ 6.4%
$278.49 - $315.16 $219K - $248K
13.1K $3.71M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
37.3K
+ 14.53%
$58.46 - $65.6 $2.18M - $2.45M
294K $17.2M
CME
Cme Group Inc.

Financial Services
898
+ 25.04%
$221.17 - $246.02 $199K - $221K
4.48K $1.04M
EDOW
First Tr Exchange Traded Fd

ETFs
3.24K
+ 0.96%
$35.29 - $38.02 $114K - $123K
341K $12.4M
CDNS
Cadence Design Systems Inc

Technology
552
+ 22.06%
$249.1 - $324.54 $138K - $179K
3.05K $917K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
8.76K
+ 13.62%
$67.29 - $73.38 $590K - $643K
73.1K $4.96M
MASI
Masimo Corp

Healthcare
1.04K
+ 51.08%
$132.43 - $177.7 $138K - $185K
3.09K $509K
ARES
Ares Management Corp

Financial Services
1.11K
+ 62.68%
$153.38 - $183.7 $171K - $204K
2.89K $510K
ACN
Accenture PLC

Technology
694
+ 8.57%
$343.9 - $376.86 $239K - $262K
8.8K $3.09M
PH
Parker Hannifin Corp

Industrials
316
+ 7.28%
$621.74 - $709.46 $196K - $224K
4.66K $2.96M
NTES
Net Ease, Inc.

Communication Services
2.58K
+ 94.92%
$76.28 - $104.26 $197K - $269K
5.3K $472K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.25K
+ 11.93%
$125.36 - $147.37 $157K - $184K
11.7K $1.54M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
13.3K
+ 14.96%
$29.02 - $32.11 $385K - $426K
102K $2.96M
AME
Ametek Inc

Industrials
891
+ 17.06%
$165.89 - $197.38 $148K - $176K
6.12K $1.1M
TRV
Travelers Companies, Inc.

Financial Services
604
+ 6.88%
$225.97 - $266.66 $136K - $161K
9.39K $2.26M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.82K
+ 29.38%
$148.29 - $166.93 $270K - $304K
8.02K $1.2M
NUDM
Nuveen Esg International Devel

ETFs
30.7K
+ 15.07%
$30.06 - $33.38 $924K - $1.03M
235K $7.05M
FXD
First Tr Exchange Traded Fd

ETFs
893
+ 0.9%
$62.05 - $68.52 $55.4K - $61.2K
100K $6.47M
GD
General Dynamics Corp

Industrials
1.08K
+ 43.53%
$260.28 - $314.03 $282K - $340K
3.57K $940K
JBL
Jabil Inc

Technology
270
+ 4.33%
$118.97 - $147.77 $32.1K - $39.9K
6.51K $936K
NSC
Norfolk Southern Corp

Industrials
1.62K
+ 11.55%
$230.6 - $277.0 $373K - $448K
15.6K $3.66M
RTX
Raytheon Technologies Corp

Industrials
2.02K
+ 22.91%
$114.45 - $127.21 $232K - $257K
10.9K $1.26M
IOT
Samsara Inc.

Technology
4.82K
+ 85.2%
$42.67 - $56.35 $206K - $272K
10.5K $458K
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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