Wealth Architects, LLC Closed Holding Positions

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NTNX
Nutanix, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
13,615
$13.75 - $28.47 $187K - $388K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Jul 29, 2022
3,298
$85.79 - $147.87 $283K - $488K
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
2,609
$59.99 - $83.83 $157K - $219K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
2,385
$56.81 - $112.28 $135K - $268K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
16,100
$1.12 - $1.61 $18K - $25.9K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 29, 2022
2,572
$59.67 - $85.42 $153K - $220K
PL
Planet Labs Pbc

Industrials
Q2 2022 Filed on Jul 29, 2022
32,537
$3.87 - $6.5 $126K - $211K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q2 2022 Filed on Jul 29, 2022
3,337
$57.62 - $70.69 $192K - $236K
MDT
Medtronic PLC

Healthcare
Q2 2022 Filed on Jul 29, 2022
2,043
$87.4 - $113.09 $179K - $231K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q2 2022 Filed on Jul 29, 2022
4,286
$43.43 - $51.38 $186K - $220K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
2,533
$69.84 - $121.86 $177K - $309K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 29, 2022
5,521
$32.71 - $40.34 $181K - $223K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
2,630
$30.3 - $108.64 $79.7K - $286K
STKS
One Group Hospitality, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 29, 2022
33,600
$7.34 - $10.77 $247K - $362K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Jul 29, 2022
924
$167.96 - $227.2 $155K - $210K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 17, 2022
620
$250.38 - $371.86 $155K - $231K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 17, 2022
240
$662.87 - $917.22 $159K - $220K
China Yuchai Intl LTD
Q1 2022 Filed on May 17, 2022
11,305
N/A
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
2,792
$58.33 - $76.72 $163K - $214K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2022 Filed on May 17, 2022
3,655
$75.14 - $81.94 $275K - $299K
CMCM
Cheetah Mobile Inc.

Communication Services
Q4 2021 Filed on Jan 19, 2022
21,422
$1.16 - $1.75 $24.8K - $37.5K
SECO
Secoo Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
30,674
$0.38 - $1.36 $11.7K - $41.7K
GLW
Corning Inc

Technology
Q4 2021 Filed on Jan 19, 2022
5,629
$35.39 - $39.43 $199K - $222K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2021 Filed on Jan 19, 2022
4,926
$53.82 - $54.66 $265K - $269K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Jan 19, 2022
11,000
$20.3 - $23.42 $223K - $258K
XNET
Xunlei LTD

Communication Services
Q4 2021 Filed on Jan 19, 2022
11,191
$1.89 - $3.19 $21.2K - $35.7K
CLIR
Clear Sign Technologies Corp

Industrials
Q4 2021 Filed on Jan 19, 2022
11,000
$1.24 - $2.18 $13.6K - $24K
DVY
Ishares Tr

ETFs
Q4 2021 Filed on Jan 19, 2022
2,295
$114.37 - $122.59 $262K - $281K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
1,686
$145.08 - $221.87 $245K - $374K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
520
$257.41 - $401.12 $134K - $209K
FIVN
Five9, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
1,160
$158.23 - $209.7 $184K - $243K
QD
Qudian Inc.

Financial Services
Q3 2021 Filed on Nov 09, 2021
18,665
$1.4 - $2.32 $26.1K - $43.3K
WDAY
Workday, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
8,463
$226.15 - $277.74 $1.91M - $2.35M
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
2,790
$50.37 - $80.29 $141K - $224K
General Electric CO
Q3 2021 Filed on Nov 09, 2021
19,106
N/A
VMW
Vmware, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
7,388
$138.03 - $159.48 $1.02M - $1.18M
RBLX
Roblox Corp

Communication Services
Q2 2021 Filed on Aug 09, 2021
4,000
$64.0 - $99.86 $256K - $399K
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 09, 2021
3,221
$39.98 - $71.92 $129K - $232K
CS
Credit Suisse Group Ag

Financial Services
Q2 2021 Filed on Aug 09, 2021
13,350
$10.01 - $11.18 $134K - $149K
Companhia Paranaense Energ C
Q2 2021 Filed on Aug 09, 2021
123,040
N/A
Varian Med Sys Inc
Q2 2021 Filed on Aug 09, 2021
8,999
N/A
Fiat Chrysler Automobiles N
Q1 2021 Filed on Apr 29, 2021
11,457
N/A
BB
Blackberry LTD

Technology
Q4 2020 Filed on Jan 28, 2021
15,422
$4.44 - $8.52 $68.5K - $131K
NVTA
Invitae Corp

Healthcare
Q4 2020 Filed on Jan 28, 2021
6,121
$39.09 - $57.4 $239K - $351K
EA
Electronic Arts Inc.

Communication Services
Q4 2020 Filed on Jan 28, 2021
2,785
$116.84 - $143.6 $325K - $400K
JKS
Jinko Solar Holding Co., Ltd.

Technology
Q4 2020 Filed on Jan 28, 2021
5,793
$42.74 - $87.55 $248K - $507K
ROKU
Roku, Inc

Communication Services
Q3 2020 Filed on Nov 09, 2020
14,077
$128.39 - $193.79 $1.81M - $2.73M
Office Depot Inc
Q3 2020 Filed on Nov 09, 2020
10,045
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Nov 09, 2020
22,982
$48.61 - $59.27 $1.12M - $1.36M
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