West Coast Financial LLC Closed Holding Positions

West Coast Financial LLC

  • $909 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Jul 11, 2022
1,896
$99.01 - $106.84 $188K - $203K
MIDD
Middleby Corp

Industrials
Q2 2022 Filed on Jul 11, 2022
36,312
$124.03 - $162.91 $4.5M - $5.92M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2022 Filed on Jul 11, 2022
2,266
$87.04 - $112.5 $197K - $255K
AHCO
Adapt Health Corp.

Healthcare
Q2 2022 Filed on Jul 11, 2022
18,500
$11.43 - $19.27 $211K - $356K
BA
Boeing CO

Industrials
Q2 2022 Filed on Jul 11, 2022
2,277
$115.86 - $191.18 $264K - $435K
AYI
Acuity Brands Inc

Industrials
Q2 2022 Filed on Jul 11, 2022
29,265
$146.36 - $191.12 $4.28M - $5.59M
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Jul 11, 2022
5,664
$32.77 - $42.22 $186K - $239K
SYNA
Synaptics Inc

Technology
Q2 2022 Filed on Jul 11, 2022
1,301
$116.04 - $195.15 $151K - $254K
Cerner Corp
Q1 2022 Filed on Apr 20, 2022
72,751
N/A
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on Apr 20, 2022
17,086
$30.23 - $35.5 $517K - $607K
NICE
Nice Ltd.

Technology
Q1 2022 Filed on Apr 20, 2022
688
$202.74 - $295.34 $139K - $203K
ABMD
Abiomed Inc

Healthcare
Q4 2021 Filed on Jan 19, 2022
10,619
$300.63 - $371.35 $3.19M - $3.94M
Renewable Energy Group Inc
Q4 2021 Filed on Jan 19, 2022
53,088
N/A
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Jan 19, 2022
568
$347.28 - $421.83 $197K - $240K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2021 Filed on Jan 19, 2022
7,074
$53.82 - $54.66 $381K - $387K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 19, 2022
7,819
$16.74 - $20.66 $131K - $162K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2021 Filed on Jul 28, 2021
4,411
$45.38 - $47.96 $200K - $212K
PII
Polaris Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
2,220
$95.71 - $140.51 $212K - $312K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on May 10, 2021
2,125
$93.7 - $99.63 $199K - $212K
COUP
Coupa Software Inc

Technology
Q1 2021 Filed on May 10, 2021
625
$238.65 - $369.92 $149K - $231K
UL
Unilever PLC

Consumer Defensive
Q1 2021 Filed on May 10, 2021
3,455
$52.06 - $60.97 $180K - $211K
CAT
Caterpillar Inc

Industrials
Q1 2021 Filed on May 10, 2021
1,100
$180.63 - $233.63 $199K - $257K
USB
Us Bancorp \De\

Financial Services
Q3 2020 Filed on Nov 05, 2020
6,568
$34.22 - $38.31 $225K - $252K
Legg Mason Inc
Q3 2020 Filed on Nov 05, 2020
10,351
N/A
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q2 2020 Filed on Jul 13, 2020
5,030
$59.53 - $68.92 $299K - $347K
Allergan PLC
Q2 2020 Filed on Jul 13, 2020
2,758
N/A
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
476,049
$7.75 - $14.96 $3.69M - $7.12M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 21, 2020
3,003
$40.75 - $81.0 $122K - $243K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on Apr 21, 2020
24,810
$27.15 - $43.59 $674K - $1.08M
FNDA
Schwab Fundamental U S Small C

ETFs
Q1 2020 Filed on Apr 21, 2020
19,417
$22.56 - $40.75 $438K - $791K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q1 2020 Filed on Apr 21, 2020
17,649
$18.64 - $30.37 $329K - $536K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
Q1 2020 Filed on Apr 21, 2020
2,290
$57.86 - $101.27 $132K - $232K
JWN
Nordstrom Inc

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
133,322
$15.34 - $42.2 $2.05M - $5.63M
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
109,123
$9.3 - $51.9 $1.01M - $5.66M
LRCX
Lam Research Corp

Technology
Q4 2019 Filed on Jan 17, 2020
2,453
$227.7 - $297.41 $559K - $730K
KO
Coca Cola CO

Consumer Defensive
Q4 2019 Filed on Jan 17, 2020
4,674
$51.71 - $55.35 $242K - $259K
EBIX
Ebix Inc

Technology
Q3 2019 Filed on Oct 16, 2019
57,936
$33.9 - $51.43 $1.96M - $2.98M
VTV
Vanguard Value ETF

ETFs
Q3 2019 Filed on Oct 16, 2019
1,866
$111.23 - $113.16 $208K - $211K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2019 Filed on Jul 16, 2019
1,752
$330.13 - $361.02 $578K - $633K
HY
Hyster Yale Materials Handling, Inc.

Industrials
Q2 2019 Filed on Jul 16, 2019
71,880
$43.98 - $68.04 $3.16M - $4.89M
GEOS
Geospace Technologies Corp

Energy
Q2 2019 Filed on Jul 16, 2019
37,340
$11.87 - $15.89 $443K - $593K
Steris PLC
Q1 2019 Filed on Apr 22, 2019
81,449
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2018 Filed on Jan 29, 2019
2,800
$63.92 - $81.73 $179K - $229K
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2018 Filed on Jan 29, 2019
16,336
$38.0 - $42.93 $621K - $701K
WPP
Wpp PLC

Communication Services
Q4 2018 Filed on Jan 29, 2019
3,145
$51.13 - $74.87 $161K - $235K
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q4 2018 Filed on Jan 29, 2019
26,227
$23.31 - $37.51 $611K - $984K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 29, 2019
2,696
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q4 2018 Filed on Jan 29, 2019
5,224
$33.84 - $45.67 $177K - $239K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2018 Filed on Jan 29, 2019
5,612
N/A
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