Wbi Investments, Inc. Closed Holding Positions

Wbi Investments, Inc.

  • $402 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q2 2022 Filed on Jul 25, 2022
18,407
$22.34 - $25.22 $411K - $464K
BBSA
J P Morgan ETF Tr Etabuilders

Industrials
Q2 2022 Filed on Jul 25, 2022
38,286
$47.37 - $48.72 $1.81M - $1.87M
XSW
Spdr S&P Software & Services E

ETFs
Q2 2022 Filed on Jul 25, 2022
2,674
$105.5 - $151.72 $282K - $406K
IYK
Ishares U.S. Consumer Staples

ETFs
Q2 2022 Filed on Jul 25, 2022
1,982
$185.26 - $213.41 $367K - $423K
IYH
Ishares Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
2,762
$249.77 - $300.0 $690K - $829K
RGR
Sturm Ruger & CO Inc

Industrials
Q2 2022 Filed on Jul 25, 2022
3,637
$61.66 - $73.0 $224K - $266K
FE
Firstenergy Corp

Utilities
Q2 2022 Filed on Jul 25, 2022
148,831
$35.91 - $48.46 $5.34M - $7.21M
HCSG
Healthcare Services Group Inc

Healthcare
Q2 2022 Filed on Jul 25, 2022
23,540
$15.86 - $19.91 $373K - $469K
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
1,051
$159.15 - $205.18 $167K - $216K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2022 Filed on Jul 25, 2022
2,293
$80.61 - $107.49 $185K - $246K
WSO
Watsco Inc

Industrials
Q2 2022 Filed on Jul 25, 2022
21,428
$226.94 - $305.52 $4.86M - $6.55M
JPSE
J P Morgan Diversified Return

ETFs
Q2 2022 Filed on Jul 25, 2022
42,044
$36.34 - $44.25 $1.53M - $1.86M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
Q2 2022 Filed on Jul 25, 2022
4,935
$35.31 - $42.06 $174K - $208K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q2 2022 Filed on Jul 25, 2022
11,191
$46.81 - $48.49 $524K - $543K
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on Jul 25, 2022
1,084
$315.97 - $423.43 $343K - $459K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Jul 25, 2022
46,721
$77.79 - $98.42 $3.63M - $4.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2022 Filed on Jul 25, 2022
186,880
$42.93 - $53.98 $8.02M - $10.1M
SPYG
Spdr Portfolio

ETFs
Q2 2022 Filed on Jul 25, 2022
5,123
$50.47 - $67.39 $259K - $345K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q2 2022 Filed on Jul 25, 2022
3,836
$66.73 - $79.1 $256K - $303K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2022 Filed on Jul 25, 2022
8,347
$32.03 - $34.08 $267K - $284K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Jul 25, 2022
32,713
$26.53 - $30.53 $868K - $999K
Crane CO
Q2 2022 Filed on Jul 25, 2022
15,662
N/A
SJI
South Jersey Industries Inc

Utilities
Q2 2022 Filed on Jul 25, 2022
24,555
$33.38 - $34.85 $820K - $856K
Iq S&P High Yield Low Volatility Bond ETF
Q2 2022 Filed on Jul 25, 2022
12,223
N/A
MCY
Mercury General Corp

Financial Services
Q2 2022 Filed on Jul 25, 2022
3,930
$43.44 - $56.14 $171K - $221K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
35,341
$31.94 - $49.97 $1.13M - $1.77M
XLU
Utilities Sector Spdr

ETFs
Q2 2022 Filed on Jul 25, 2022
11,768
$64.87 - $76.96 $763K - $906K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2022 Filed on Jul 25, 2022
5,955
$78.85 - $93.89 $470K - $559K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q2 2022 Filed on Jul 25, 2022
17,264
$46.35 - $71.38 $800K - $1.23M
RL
Ralph Lauren Corp

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
5,641
$87.14 - $115.38 $492K - $651K
WLK
Westlake Corp

Basic Materials
Q2 2022 Filed on Jul 25, 2022
5,067
$94.83 - $140.33 $481K - $711K
RHI
Robert Half International Inc.

Industrials
Q2 2022 Filed on Jul 25, 2022
4,468
$74.89 - $116.11 $335K - $519K
SR
Spire Inc

Utilities
Q2 2022 Filed on Jul 25, 2022
7,101
$70.67 - $78.84 $502K - $560K
COP
Conocophillips

Energy
Q2 2022 Filed on Jul 25, 2022
19,351
$87.89 - $122.71 $1.7M - $2.37M
DDS
Dillard'S, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
2,141
$220.57 - $344.01 $472K - $737K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q2 2022 Filed on Jul 25, 2022
4,396
$83.7 - $92.32 $368K - $406K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q2 2022 Filed on Jul 25, 2022
4,138
$63.06 - $78.0 $261K - $323K
MTB
M&T Bank Corp

Financial Services
Q2 2022 Filed on Jul 25, 2022
9,454
$159.16 - $180.8 $1.5M - $1.71M
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jul 25, 2022
766,882
$41.64 - $45.06 $31.9M - $34.6M
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 25, 2022
17,360
$59.67 - $85.42 $1.04M - $1.48M
OLN
Olin Corp

Basic Materials
Q2 2022 Filed on Jul 25, 2022
37,389
$45.3 - $66.92 $1.69M - $2.5M
TRV
Travelers Companies, Inc.

Financial Services
Q2 2022 Filed on Jul 25, 2022
14,020
$159.77 - $185.64 $2.24M - $2.6M
ETRN
Equitrans Midstream Corp

Energy
Q1 2022 Filed on May 02, 2022
63,540
$6.13 - $11.14 $390K - $708K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
23,635
$23.42 - $27.66 $554K - $654K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 02, 2022
85,290
$67.89 - $93.49 $5.79M - $7.97M
TEL
Te Connectivity Ltd.

Technology
Q1 2022 Filed on May 02, 2022
14,857
$126.42 - $164.13 $1.88M - $2.44M
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 02, 2022
14,662
$146.19 - $182.92 $2.14M - $2.68M
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
32,625
$11.56 - $19.44 $377K - $634K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2022 Filed on May 02, 2022
39,778
$71.89 - $84.24 $2.86M - $3.35M
Track This Portfolio

Track Wbi Investments, Inc. Portfolio

Follow Wbi Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wbi Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email