Wealth Architects, LLC Closed Holding Positions

Wealth Architects, LLC

  • $906 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SCHW
Schwab Charles Corp

Financial Services
Q2 2022 Filed on Jul 29, 2022
2,609
$59.99 - $83.83 $157K - $219K
NEM
Newmont Corp

Basic Materials
Q2 2022 Filed on Jul 29, 2022
2,572
$59.67 - $85.42 $153K - $220K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 29, 2022
2,533
$69.84 - $121.86 $177K - $309K
LCTX
Lineage Cell Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 29, 2022
16,100
$1.12 - $1.61 $18K - $25.9K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q2 2022 Filed on Jul 29, 2022
4,286
$43.43 - $51.38 $186K - $220K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
2,385
$56.81 - $112.28 $135K - $268K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
Q2 2022 Filed on Jul 29, 2022
3,337
$57.62 - $70.69 $192K - $236K
HPQ
Hp Inc

Technology
Q2 2022 Filed on Jul 29, 2022
5,521
$32.71 - $40.34 $181K - $223K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Jul 29, 2022
3,298
$85.79 - $147.87 $283K - $488K
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
PL
Planet Labs Pbc

Industrials
Q2 2022 Filed on Jul 29, 2022
32,537
$3.87 - $6.5 $126K - $211K
NTNX
Nutanix, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
13,615
$13.75 - $28.47 $187K - $388K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Jul 29, 2022
924
$167.96 - $227.2 $155K - $210K
BLK
Black Rock Inc.

Financial Services
Q1 2022 Filed on May 17, 2022
240
$662.87 - $917.22 $159K - $220K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 17, 2022
2,792
$58.33 - $76.72 $163K - $214K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2022 Filed on May 17, 2022
620
$250.38 - $371.86 $155K - $231K
SLV
I Shares Silver Trust

ETFs
Q4 2021 Filed on Jan 19, 2022
11,000
$20.3 - $23.42 $223K - $258K
CLIR
Clear Sign Technologies Corp

Industrials
Q4 2021 Filed on Jan 19, 2022
11,000
$1.24 - $2.18 $13.6K - $24K
CMCM
Cheetah Mobile Inc.

Communication Services
Q4 2021 Filed on Jan 19, 2022
21,422
$1.16 - $1.75 $24.8K - $37.5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2021 Filed on Jan 19, 2022
4,926
$53.82 - $54.66 $265K - $269K
DVY
Ishares Tr

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

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
30,674
$0.38 - $1.36 $11.7K - $41.7K
XNET
Xunlei LTD

Communication Services
Q4 2021 Filed on Jan 19, 2022
11,191
$1.89 - $3.19 $21.2K - $35.7K
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
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 09, 2021
2,790
$50.37 - $80.29 $141K - $224K
VMW
Vmware, Inc.

Technology
Q3 2021 Filed on Nov 09, 2021
7,388
$138.03 - $159.48 $1.02M - $1.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 09, 2021
1,686
$145.08 - $221.87 $245K - $374K
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
General Electric CO
Q3 2021 Filed on Nov 09, 2021
19,106
N/A
CS
Credit Suisse Group Ag

Financial Services
Q2 2021 Filed on Aug 09, 2021
13,350
$10.01 - $11.18 $134K - $149K
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 09, 2021
3,221
$39.98 - $71.92 $129K - $232K
Varian Med Sys Inc
Q2 2021 Filed on Aug 09, 2021
8,999
N/A
RBLX
Roblox Corp

Communication Services
Q2 2021 Filed on Aug 09, 2021
4,000
$64.0 - $99.86 $256K - $399K
Companhia Paranaense Energ C
Q2 2021 Filed on Aug 09, 2021
123,040
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
JKS
Jinko Solar Holding Co., Ltd.

Technology
Q4 2020 Filed on Jan 28, 2021
5,793
$42.74 - $87.55 $248K - $507K
EA
Electronic Arts Inc.

Communication Services
Q4 2020 Filed on Jan 28, 2021
2,785
$116.84 - $143.6 $325K - $400K
NVTA
Invitae Corp

Healthcare
Q4 2020 Filed on Jan 28, 2021
6,121
$39.09 - $57.4 $239K - $351K
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
CODX
Co Diagnostics, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
40,000
$7.46 - $23.42 $298K - $937K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
12,607
$19.19 - $36.97 $242K - $466K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2020 Filed on Aug 14, 2020
5,394
$44.63 - $51.65 $241K - $279K
UBER
Uber Technologies, Inc

Technology
Q2 2020 Filed on Aug 14, 2020
8,176
$22.82 - $37.21 $187K - $304K
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, LLC 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email