Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
1,532
$12.52 - $19.14 $19.2K - $29.3K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
20
$119.44 - $144.26 $2.39K - $2.89K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
480
$24.73 - $28.88 $11.9K - $13.9K
HON
Honeywell International Inc

Industrials
Q1 2019 Filed on May 16, 2019
200
$130.07 - $158.92 $26K - $31.8K
ICLR
Icon PLC

Healthcare
Q1 2019 Filed on May 16, 2019
45
$121.3 - $146.95 $5.46K - $6.61K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2019 Filed on May 16, 2019
15
$178.02 - $225.69 $2.67K - $3.39K
INFY
Infosys LTD

Technology
Q1 2019 Filed on May 16, 2019
723
$9.47 - $11.06 $6.85K - $8K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2019 Filed on May 16, 2019
26
$122.54 - $145.88 $3.19K - $3.79K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2019 Filed on May 16, 2019
980
$13.61 - $14.55 $13.3K - $14.3K
En Cana Corp.
Q1 2019 Filed on May 16, 2019
716
N/A
EW
Edwards Lifesciences Corp

Healthcare
Q1 2019 Filed on May 16, 2019
180
$47.89 - $64.05 $8.62K - $11.5K
DRE
Duke Realty Corp

Real Estate
Q1 2019 Filed on May 16, 2019
59
$25.04 - $30.83 $1.48K - $1.82K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2019 Filed on May 16, 2019
39
$34.88 - $41.75 $1.36K - $1.63K
CCL
Carnival Corp

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
238
$47.37 - $58.85 $11.3K - $14K
Cgi Group, Inc.
Q1 2019 Filed on May 16, 2019
148
N/A
CTAS
Cintas Corp

Industrials
Q1 2019 Filed on May 16, 2019
170
$164.81 - $208.35 $28K - $35.4K
Cnooc LTD
Q1 2019 Filed on May 16, 2019
32
N/A
CIGI
Colliers International Group Inc.

Real Estate
Q1 2019 Filed on May 16, 2019
53
$52.74 - $69.55 $2.8K - $3.69K
ED
Consolidated Edison Inc

Utilities
Q1 2019 Filed on May 16, 2019
1,543
$74.45 - $85.68 $115K - $132K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2019 Filed on May 16, 2019
285
$200.42 - $242.14 $57.1K - $69K
CCI
Crown Castle International Corp

Real Estate
Q1 2019 Filed on May 16, 2019
130
$105.67 - $128.0 $13.7K - $16.6K
DHR
Danaher Corp

Healthcare
Q1 2019 Filed on May 16, 2019
190
$97.62 - $132.29 $18.5K - $25.1K
DVA
Davita Inc.

Healthcare
Q1 2019 Filed on May 16, 2019
35
$49.95 - $59.21 $1.75K - $2.07K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
15
$239.25 - $294.86 $3.59K - $4.42K
DTE
Dte Energy CO

Utilities
Q1 2019 Filed on May 16, 2019
32
$91.82 - $107.16 $2.94K - $3.43K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2019 Filed on May 16, 2019
141
$98.04 - $99.75 $13.8K - $14.1K
ITUB
Itau Unibanco Holding S.A.

Financial Services
Q1 2019 Filed on May 16, 2019
232
$6.88 - $8.89 $1.6K - $2.06K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
940
$25.8 - $28.95 $24.3K - $27.2K
Raytheon Corp
Q1 2019 Filed on May 16, 2019
140
N/A
RIO
Rio Tinto PLC

Basic Materials
Q1 2019 Filed on May 16, 2019
94
$46.65 - $59.19 $4.39K - $5.56K
RCI
Rogers Communications Inc

Communication Services
Q1 2019 Filed on May 16, 2019
171
$51.16 - $55.72 $8.75K - $9.53K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
24
$92.55 - $120.98 $2.22K - $2.9K
SNY
Sanofi

Healthcare
Q1 2019 Filed on May 16, 2019
2,229
$40.83 - $45.43 $91K - $101K
SONY
Sony Group Corp

Technology
Q1 2019 Filed on May 16, 2019
132
$42.03 - $50.18 $5.55K - $6.62K
RWX
Spdr Dow Jones International R

ETFs
Q1 2019 Filed on May 16, 2019
448
N/A
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2019 Filed on May 16, 2019
103
N/A
SLF
Sun Life Financial Inc

Financial Services
Q1 2019 Filed on May 16, 2019
206
$33.02 - $38.99 $6.8K - $8.03K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2019 Filed on May 16, 2019
76
$34.36 - $41.04 $2.61K - $3.12K
TD
Toronto Dominion Bank

Financial Services
Q1 2019 Filed on May 16, 2019
84
$49.97 - $58.74 $4.2K - $4.93K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2019 Filed on May 16, 2019
79
$114.65 - $126.28 $9.06K - $9.98K
Trans Canada Corp
Q1 2019 Filed on May 16, 2019
108
N/A
PSX
Phillips 66

Energy
Q1 2019 Filed on May 16, 2019
519
$86.9 - $98.89 $45.1K - $51.3K
PAYX
Paychex Inc

Industrials
Q1 2019 Filed on May 16, 2019
270
$63.97 - $80.2 $17.3K - $21.7K
IX
Orix Corp

Financial Services
Q1 2019 Filed on May 16, 2019
93
$69.4 - $78.23 $6.45K - $7.28K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2019 Filed on May 16, 2019
10
$121.81 - $142.95 $1.22K - $1.43K
KT
Kt Corp

Communication Services
Q1 2019 Filed on May 16, 2019
115
$12.44 - $14.67 $1.43K - $1.69K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q1 2019 Filed on May 16, 2019
148
$19.12 - $23.83 $2.83K - $3.53K
LAMR
Lamar Advertising CO

Real Estate
Q1 2019 Filed on May 16, 2019
240
$67.16 - $80.05 $16.1K - $19.2K
Liberty Property
Q1 2019 Filed on May 16, 2019
400
N/A
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