Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
KFY
Korn Ferry

Industrials
Q1 2019 Filed on May 16, 2019
185
$38.82 - $48.89 $7.18K - $9.04K
MPC
Marathon Petroleum Corp

Energy
Q1 2019 Filed on May 16, 2019
103
$57.5 - $67.18 $5.92K - $6.92K
MDT
Medtronic PLC

Healthcare
Q1 2019 Filed on May 16, 2019
462
$82.45 - $93.79 $38.1K - $43.3K
Michaels Cos, Inc.
Q1 2019 Filed on May 16, 2019
317
N/A
MKSI
Mks Instruments Inc

Technology
Q1 2019 Filed on May 16, 2019
40
$63.07 - $93.05 $2.52K - $3.72K
MS
Morgan Stanley

Financial Services
Q1 2019 Filed on May 16, 2019
216
$39.68 - $44.49 $8.57K - $9.61K
Msg Networks, Inc.
Q1 2019 Filed on May 16, 2019
191
N/A
NNN
National Retail Properties, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
410
$47.29 - $55.71 $19.4K - $22.8K
NTAP
Net App, Inc.

Technology
Q1 2019 Filed on May 16, 2019
76
$57.48 - $69.51 $4.37K - $5.28K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
109
$42.93 - $49.29 $4.68K - $5.37K
GIS
General Mills Inc

Consumer Defensive
Q1 2019 Filed on May 16, 2019
2,740
$38.43 - $51.8 $105K - $142K
FL
Foot Locker, Inc.

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
103
$52.76 - $63.35 $5.43K - $6.53K
EOG
Eog Resources Inc

Energy
Q1 2019 Filed on May 16, 2019
92
$86.26 - $101.05 $7.94K - $9.3K
AIG
American International Group, Inc.

Financial Services
Q1 2019 Filed on May 16, 2019
120
$38.75 - $44.28 $4.65K - $5.31K
AXP
American Express CO

Financial Services
Q1 2019 Filed on May 16, 2019
94
$93.43 - $113.55 $8.78K - $10.7K
BIIB
Biogen Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
25
$216.71 - $338.96 $5.42K - $8.47K
AVGO
Broadcom Inc.

Technology
Q1 2019 Filed on May 16, 2019
51
$230.96 - $300.71 $11.8K - $15.3K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
203
$37.89 - $50.89 $7.69K - $10.3K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
41
$104.82 - $146.73 $4.3K - $6.02K
Cimarex Energy CO
Q1 2019 Filed on May 16, 2019
43
N/A
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2019 Filed on May 16, 2019
117
$36.45 - $40.92 $4.26K - $4.79K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2019 Filed on May 16, 2019
282
$30.37 - $37.66 $8.56K - $10.6K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2019 Filed on May 16, 2019
160
$44.48 - $51.74 $7.12K - $8.28K
CMA
Comerica Inc

Financial Services
Q1 2019 Filed on May 16, 2019
133
$69.28 - $88.31 $9.21K - $11.7K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
85
$35.13 - $42.54 $2.99K - $3.62K
ETN
Eaton Corp PLC

Industrials
Q1 2019 Filed on May 16, 2019
133
$66.63 - $82.22 $8.86K - $10.9K
NSC
Norfolk Southern Corp

Industrials
Q1 2019 Filed on May 16, 2019
30
$144.02 - $186.89 $4.32K - $5.61K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2019 Filed on May 16, 2019
134
$71.97 - $97.14 $9.64K - $13K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2019 Filed on May 16, 2019
87
$67.58 - $79.9 $5.88K - $6.95K
WTFC
Wintrust Financial Corp

Financial Services
Q1 2019 Filed on May 16, 2019
107
$64.3 - $75.64 $6.88K - $8.09K
ABBV
Abb Vie Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
454
$77.14 - $90.79 $35K - $41.2K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2019 Filed on May 16, 2019
234
$40.77 - $44.9 $9.54K - $10.5K
BA
Boeing CO

Industrials
Q1 2019 Filed on May 16, 2019
223
$310.9 - $440.62 $69.3K - $98.3K
CE
Celanese Corp

Basic Materials
Q1 2019 Filed on May 16, 2019
181
$87.88 - $104.12 $15.9K - $18.8K
Celgene Corporation
Q1 2019 Filed on May 16, 2019
104
N/A
CMI
Cummins Inc

Industrials
Q1 2019 Filed on May 16, 2019
452
$130.74 - $160.55 $59.1K - $72.6K
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2019 Filed on May 16, 2019
707
$13.18 - $16.8 $9.32K - $11.9K
Ingersoll Rand CO LTD
Q1 2019 Filed on May 16, 2019
357
N/A
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2019 Filed on May 16, 2019
521
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2019 Filed on May 16, 2019
594
N/A
ZTS
Zoetis Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
247
$81.56 - $100.67 $20.1K - $24.9K
I Shares I Bonds Dec 2021 Term Muni Bd
Q1 2019 Filed on May 16, 2019
480
N/A
Viacom, Inc.
Q1 2019 Filed on May 16, 2019
245
N/A
VFC
V F Corp

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
50
$65.21 - $82.61 $3.26K - $4.13K
URBN
Urban Outfitters Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
227
$27.92 - $33.71 $6.34K - $7.65K
OXY
Occidental Petroleum Corp

Energy
Q1 2019 Filed on May 16, 2019
81
$61.24 - $68.25 $4.96K - $5.53K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2019 Filed on May 16, 2019
62
$79.26 - $101.74 $4.91K - $6.31K
PPL
Ppl Corp

Utilities
Q1 2019 Filed on May 16, 2019
638
$28.01 - $32.74 $17.9K - $20.9K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
36
$90.71 - $127.26 $3.27K - $4.58K
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