Waypoint Wealth Partners Inc. Purchases and Sells in Q3 2024

Waypoint Wealth Partners Inc.

$362 Million
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	52.3K + 5.18%	$86.27 - $95.15 $4.51M - $4.98M	1.06M $101M
DFAC	56K + 2.38%	$31.05 - $34.29 $1.74M - $1.92M	2.41M $82.6M
AVDE	20.1K + 2.23%	$60.09 - $67.67 $1.21M - $1.36M	919K $61.6M
AVEM	5.66K + 1.28%	$57.2 - $65.59 $323K - $371K	448K $28.9M
AMZN	8.08K + 374.04%	$161.02 - $200.0 $1.3M - $1.62M	10.2K $1.91M
DFIC	20.7K + 5.3%	$25.36 - $28.37 $524K - $587K	411K $11.6M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	2.09K New	$221.78 - $256.09 $463K - $534K	2.09K $513K
SOR	7.15K New	$41.96 - $44.81 $300K - $321K	7.15K $318K
DUOL	831 New	$158.85 - $287.54 $132K - $239K	831 $234K
VIG	1.03K New	$182.15 - $182.15 $187K - $187K	1.03K $187K
REDDIT INC	26.7K New	N/A	26.7K $0

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-3.22K - 41.3%	$109.72 - $119.0 $353K - $383K	4.58K $536K
CVX	-2.04K - 57.84%	$137.88 - $161.97 $281K - $330K	1.49K $218K
JPM	-1.61K - 52.43%	$194.9 - $224.8 $314K - $362K	1.46K $307K
MSFT	-366 - 15.12%	$395.15 - $467.56 $145K - $171K	2.06K $884K
VTI	-1.05K - 11.29%	$255.18 - $283.2 $267K - $296K	8.21K $2.32M
IDEV	-1.77K - 30.11%	$63.46 - $71.43 $112K - $126K	4.11K $291K

Activity Summary All Purchases 35 New Holdings 5 Increased Positions 30 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Partners Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Partners Inc. with notifications on news.