West Financial Advisors, LLC Closed Holding Positions

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CGC
Canopy Growth Corp

Healthcare
Q2 2022 Filed on Jul 14, 2022
200
$2.85 - $7.77 $570 - $1.55K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q2 2022 Filed on Jul 14, 2022
28
$229.13 - $278.62 $6.42K - $7.8K
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2022 Filed on Jul 14, 2022
46
$121.65 - $143.48 $5.6K - $6.6K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Jul 14, 2022
21
$190.71 - $305.54 $4K - $6.42K
IP
International Paper CO

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
132
$41.12 - $49.69 $5.43K - $6.56K
ING
Ing Groep Nv

Financial Services
Q2 2022 Filed on Jul 14, 2022
159
$9.15 - $11.32 $1.45K - $1.8K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Jul 14, 2022
39
$42.05 - $47.77 $1.64K - $1.86K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Jul 14, 2022
200
$40.49 - $47.53 $8.1K - $9.51K
BAM
Brookfield Asset Management Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
149
$43.18 - $58.62 $6.43K - $8.73K
BBDC
Barings Bdc, Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
982
$9.24 - $10.9 $9.07K - $10.7K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
600
$90.33 - $132.7 $54.2K - $79.6K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Jul 14, 2022
410
$47.65 - $62.2 $19.5K - $25.5K
LMT
Lockheed Martin Corp

Industrials
Q2 2022 Filed on Jul 14, 2022
19
$404.01 - $469.19 $7.68K - $8.91K
AYX
Alteryx, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
170
$44.27 - $74.6 $7.53K - $12.7K
USB
Us Bancorp \De\

Financial Services
Q2 2022 Filed on Jul 14, 2022
148
$45.41 - $53.07 $6.72K - $7.85K
TEL
Te Connectivity Ltd.

Technology
Q2 2022 Filed on Jul 14, 2022
54
$112.87 - $132.67 $6.09K - $7.16K
INTC
Intel Corp

Technology
Q2 2022 Filed on Jul 14, 2022
250
$36.97 - $49.2 $9.24K - $12.3K
BAP
Credicorp LTD

Financial Services
Q2 2022 Filed on Jul 14, 2022
10
$119.91 - $170.5 $1.2K - $1.71K
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Jul 14, 2022
75
$100.74 - $145.08 $7.56K - $10.9K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q2 2022 Filed on Jul 14, 2022
21
$81.75 - $104.79 $1.72K - $2.2K
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2022 Filed on Jul 14, 2022
78
$95.66 - $108.57 $7.46K - $8.47K
MGA
Magna International Inc

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
24
$54.64 - $66.8 $1.31K - $1.6K
AVA
Avista Corp

Utilities
Q2 2022 Filed on Jul 14, 2022
283
$39.58 - $46.43 $11.2K - $13.1K
NTAP
Net App, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
68
$63.29 - $83.65 $4.3K - $5.69K
NOW
Service Now, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
12
$412.25 - $574.82 $4.95K - $6.9K
SONY
Sony Group Corp

Technology
Q2 2022 Filed on Jul 14, 2022
25
$80.06 - $105.04 $2K - $2.63K
BNDX
Vanguard Total International B

ETFs
Q1 2022 Filed on Apr 18, 2022
91
$52.1 - $55.0 $4.74K - $5.01K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q1 2022 Filed on Apr 18, 2022
190
$105.49 - $105.63 $20K - $20.1K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 18, 2022
774
$21.99 - $26.84 $17K - $20.8K
NRZ
New Residential Investment Corp.

Real Estate
Q1 2022 Filed on Apr 18, 2022
166
$9.93 - $11.25 $1.65K - $1.87K
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2022 Filed on Apr 18, 2022
6,371
$17.16 - $19.69 $109K - $125K
SNA
Snap On Inc

Industrials
Q1 2022 Filed on Apr 18, 2022
169
$202.0 - $220.89 $34.1K - $37.3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 18, 2022
2,770
$54.28 - $58.95 $150K - $163K
SCHO
Schwab Short Term Us Treasury

ETFs
Q1 2022 Filed on Apr 18, 2022
817
$49.47 - $50.82 $40.4K - $41.5K
DDD
3 D Systems Corp

Technology
Q1 2022 Filed on Apr 18, 2022
25
$13.65 - $22.12 $341 - $553
Great Western Bancorp Inc
Q1 2022 Filed on Apr 18, 2022
5,000
N/A
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2022 Filed on Apr 18, 2022
190
$103.82 - $106.76 $19.7K - $20.3K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
125
$156.73 - $233.51 $19.6K - $29.2K
ZY
Zymergen Inc.

Basic Materials
Q1 2022 Filed on Apr 18, 2022
229
$2.88 - $7.02 $660 - $1.61K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2021 Filed on Jan 19, 2022
40
$71.13 - $76.45 $2.85K - $3.06K
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
10
$157.31 - $176.88 $1.57K - $1.77K
MGV
Vanguard Mega Cap Value

ETFs
Q4 2021 Filed on Jan 19, 2022
30
$98.51 - $106.97 $2.96K - $3.21K
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
Q4 2021 Filed on Jan 19, 2022
100
$23.08 - $25.67 $2.31K - $2.57K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 27, 2021
64,287
$113.78 - $115.33 $7.31M - $7.41M
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2021 Filed on Jul 27, 2021
200
$32.11 - $35.3 $6.42K - $7.06K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2021 Filed on Jul 27, 2021
30
$74.64 - $79.12 $2.24K - $2.37K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2021 Filed on Jul 27, 2021
26
$48.39 - $52.91 $1.26K - $1.38K
DYN
Dyne Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 27, 2021
999
$15.94 - $22.33 $15.9K - $22.3K
LAND
Gladstone Land Corp

Real Estate
Q2 2021 Filed on Jul 27, 2021
101
$18.54 - $25.3 $1.87K - $2.56K
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