World Equity Group, Inc. Closed Holding Positions

World Equity Group, Inc.

  • $277 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SIVB
Svb Financial Group

Financial Services
Q4 2022 Filed on Sep 06, 2024
678
$200.26 - $376.49 $136K - $255K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q4 2022 Filed on Sep 06, 2024
2,000
$142.49 - $170.13 $285K - $340K
VGSH
Vanguard

ETFs
Q4 2022 Filed on Sep 06, 2024
5,882
$57.38 - $58.13 $338K - $342K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2022 Filed on Sep 06, 2024
10,150
$3.29 - $5.5 $33.4K - $55.8K
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2022 Filed on Sep 06, 2024
6,305
$50.84 - $65.53 $321K - $413K
SITE
Site One Landscape Supply, Inc.

Industrials
Q2 2022 Filed on Sep 06, 2024
1,620
$109.52 - $164.58 $177K - $267K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
Q2 2022 Filed on Sep 06, 2024
4,497
$39.06 - $52.27 $176K - $235K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Sep 06, 2024
2,220
$113.0 - $141.23 $251K - $314K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2022 Filed on Sep 06, 2024
2,191
$68.56 - $91.42 $150K - $200K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2022 Filed on Sep 06, 2024
6,399
$33.85 - $40.03 $217K - $256K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2022 Filed on Sep 06, 2024
501
$402.57 - $493.76 $202K - $247K
SPMD
Spdr Portfolio

ETFs
Q2 2022 Filed on Sep 06, 2024
30,513
$38.67 - $47.45 $1.18M - $1.45M
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2022 Filed on Sep 06, 2024
20,335
$35.92 - $42.45 $730K - $863K
SPLK
Splunk Inc

Technology
Q2 2022 Filed on Sep 06, 2024
1,888
$85.79 - $147.87 $162K - $279K
VFC
V F Corp

Consumer Cyclical
Q2 2022 Filed on Sep 06, 2024
4,259
$44.17 - $57.68 $188K - $246K
GLDM
World Gold Trust

ETFs
Q2 2022 Filed on Sep 06, 2024
6,339
$35.88 - $39.31 $227K - $249K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Sep 06, 2024
5,030
$37.43 - $49.33 $188K - $248K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Sep 06, 2024
2,995
$234.96 - $292.55 $704K - $876K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2022 Filed on Sep 06, 2024
2,192
$175.67 - $240.27 $385K - $527K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Sep 06, 2024
19,287
$26.53 - $30.53 $512K - $589K
ZBRA
Zebra Technologies Corp

Technology
Q2 2022 Filed on Sep 06, 2024
620
$288.46 - $431.24 $179K - $267K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
160,487
$12.0 - $16.66 $1.93M - $2.67M
RIO
Rio Tinto PLC

Basic Materials
Q2 2023 Filed on Aug 26, 2024
18,405
$59.05 - $70.41 $1.09M - $1.3M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
22,607
$65.99 - $77.52 $1.49M - $1.75M
O
Realty Income Corp

Real Estate
Q2 2023 Filed on Aug 26, 2024
31,001
$58.44 - $62.95 $1.81M - $1.95M
ROLL
Rbc Bearings Inc

Industrials
Q2 2023 Filed on Aug 26, 2024
13,956
N/A
RPD
Rapid7, Inc.

Technology
Q2 2023 Filed on Aug 26, 2024
32,950
$42.07 - $51.63 $1.39M - $1.7M
PWR
Quanta Services, Inc.

Industrials
Q2 2023 Filed on Aug 26, 2024
41,166
$159.13 - $196.45 $6.55M - $8.09M
SHEL
Shell PLC

Energy
Q2 2023 Filed on Aug 26, 2024
21,598
$56.0 - $62.07 $1.21M - $1.34M
RHI
Robert Half International Inc.

Industrials
Q2 2023 Filed on Aug 26, 2024
12,909
$65.02 - $79.62 $839K - $1.03M
ROKU
Roku, Inc

Communication Services
Q2 2023 Filed on Aug 26, 2024
98,436
$52.23 - $73.59 $5.14M - $7.24M
ROL
Rollins Inc

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
108,315
$37.45 - $42.83 $4.06M - $4.64M
RVT
Royce Value Trust, Inc.

Financial Services
Q2 2023 Filed on Aug 26, 2024
12,063
$12.57 - $13.8 $152K - $166K
RUM
Rumble Inc.

Technology
Q2 2023 Filed on Aug 26, 2024
12,063
$7.78 - $10.94 $93.9K - $132K
RMBL
Rumble On, Inc.

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
12,063
$5.91 - $12.84 $71.3K - $155K
RXO
Rxo, Inc.
Q2 2023 Filed on Aug 26, 2024
29,683
$17.33 - $23.27 $514K - $691K
SAIA
Saia Inc

Industrials
Q2 2023 Filed on Aug 26, 2024
5,932
$248.06 - $346.81 $1.47M - $2.06M
NOW
Service Now, Inc.

Technology
Q2 2023 Filed on Aug 26, 2024
12,185
$430.51 - $574.37 $5.25M - $7M
SNOW
Snowflake Inc.

Technology
Q2 2023 Filed on Aug 26, 2024
5,555
$135.48 - $190.98 $753K - $1.06M
QRVO
Qorvo, Inc.

Technology
Q2 2023 Filed on Aug 26, 2024
10,279
$89.69 - $103.6 $922K - $1.06M
PVH
Pvh Corp.

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
17,792
$76.96 - $89.01 $1.37M - $1.58M
OPEN
Opendoor Technologies Inc.

Real Estate
Q2 2023 Filed on Aug 26, 2024
20,775
$1.26 - $4.08 $26.2K - $84.8K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q2 2023 Filed on Aug 26, 2024
17,937
$858.35 - $962.1 $15.4M - $17.3M
OGN
Organon & Co.

Healthcare
Q2 2023 Filed on Aug 26, 2024
67,742
$19.27 - $24.63 $1.31M - $1.67M
ONL
Orion Office Reit Inc.

Real Estate
Q2 2023 Filed on Aug 26, 2024
11,063
$5.43 - $6.81 $60.1K - $75.3K
OTIS
Otis Worldwide Corp

Industrials
Q2 2023 Filed on Aug 26, 2024
16,489
$78.49 - $89.01 $1.29M - $1.47M
OTTR
Otter Tail Corp

Utilities
Q2 2023 Filed on Aug 26, 2024
27,710
$69.64 - $78.96 $1.93M - $2.19M
PCAR
Paccar Inc

Industrials
Q2 2023 Filed on Aug 26, 2024
17,870
$68.48 - $83.65 $1.22M - $1.49M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
Q2 2023 Filed on Aug 26, 2024
29,988
$25.13 - $27.19 $754K - $815K
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