Wp Advisors, LLC Closed Holding Positions

Wp Advisors, LLC

  • $300 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ITW
Illinois Tool Works Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
191
$139.64 - $158.33 $26.7K - $30.2K
RY
Royal Bank Of Canada

Financial Services
Q2 2019 Filed on Jul 23, 2019
498
$75.15 - $80.26 $37.4K - $40K
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2019 Filed on Jul 23, 2019
3,608
$9.71 - $14.2 $35K - $51.2K
General Electric Company
Q2 2019 Filed on Jul 23, 2019
6,189
N/A
SRE
Sempra Energy

Utilities
Q2 2019 Filed on Jul 23, 2019
367
$125.38 - $141.04 $46K - $51.8K
Seattle Genetics Inc
Q2 2019 Filed on Jul 23, 2019
300
N/A
Royal Dutch Shell PLC Class B
Q2 2019 Filed on Jul 23, 2019
1,402
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
256
N/A
HBI
Hanesbrands Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
3,127
$14.85 - $18.96 $46.4K - $59.3K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
1,827
$32.72 - $41.04 $59.8K - $75K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
525
$44.9 - $47.73 $23.6K - $25.1K
UPS
United Parcel Service Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
516
$92.92 - $114.49 $47.9K - $59.1K
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
4,998
N/A
AVB
Avalonbay Communities Inc

Real Estate
Q2 2019 Filed on Jul 23, 2019
155
$193.65 - $210.47 $30K - $32.6K
PEP
Pepsico Inc

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
769
$121.47 - $134.16 $93.4K - $103K
LLY
Eli Lilly & CO

Healthcare
Q2 2019 Filed on Jul 23, 2019
296
$110.79 - $129.32 $32.8K - $38.3K
ALE
Allete Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
435
$79.46 - $85.8 $34.6K - $37.3K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2019 Filed on Jul 23, 2019
203
$83.82 - $115.53 $17K - $23.5K
NSC
Norfolk Southern Corp

Industrials
Q2 2019 Filed on Jul 23, 2019
568
$190.77 - $206.7 $108K - $117K
ABT
Abbott Laboratories

Healthcare
Q2 2019 Filed on Jul 23, 2019
578
$72.88 - $85.0 $42.1K - $49.1K
MRK
Merck & Co., Inc.

Healthcare
Q2 2019 Filed on Jul 23, 2019
429
$69.84 - $81.59 $30K - $35K
Michaels Stores
Q2 2019 Filed on Jul 23, 2019
5,700
N/A
LCII
Lci Industries

Consumer Cyclical
Q2 2019 Filed on Jul 23, 2019
1,622
$75.83 - $93.68 $123K - $152K
Spdr S&P Oil & Gas Exploration & Prod
Q2 2019 Filed on Jul 23, 2019
1,167
N/A
NEE
Nextera Energy Inc

Utilities
Q2 2019 Filed on Jul 23, 2019
458
$46.97 - $52.05 $21.5K - $23.8K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q2 2019 Filed on Jul 23, 2019
1,278
N/A
RGR
Sturm Ruger & CO Inc

Industrials
Q2 2019 Filed on Jul 23, 2019
2,246
$49.71 - $57.39 $112K - $129K
Spdr S&P Oil & Gas Equipment & Services
Q2 2019 Filed on Jul 23, 2019
1,880
N/A
Portola Pharmaceutl
Q2 2019 Filed on Jul 23, 2019
650
N/A
AVA
Avista Corp

Utilities
Q2 2019 Filed on Jul 23, 2019
640
$40.61 - $44.88 $26K - $28.7K
WDFC
Wd 40 CO

Basic Materials
Q2 2019 Filed on Jul 23, 2019
206
$156.33 - $172.34 $32.2K - $35.5K
BFA
Brown Forman Corp Cl A
Q2 2019 Filed on Jul 23, 2019
430
N/A
KEY
Keycorp

Financial Services
Q2 2019 Filed on Jul 23, 2019
6,507
$15.97 - $17.75 $104K - $115K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2019 Filed on Jul 23, 2019
256
$37.89 - $42.11 $9.7K - $10.8K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2019 Filed on Jul 23, 2019
1,348
N/A
CAH
Cardinal Health Inc

Healthcare
Q2 2019 Filed on Jul 23, 2019
546
$42.07 - $50.14 $23K - $27.4K
Celgene Corp
Q2 2019 Filed on Jul 23, 2019
2,013
N/A
United Technologies Corp.
Q2 2019 Filed on Jul 23, 2019
1,021
N/A
CSCO
Cisco Systems, Inc.

Technology
Q2 2019 Filed on Jul 23, 2019
1,745
$51.3 - $57.41 $89.5K - $100K
VDC
Vanguard Consumer Staples ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
206
N/A
BA
Boeing CO

Industrials
Q2 2019 Filed on Jul 23, 2019
191
$337.37 - $395.86 $64.4K - $75.6K
L Brands Inc.
Q2 2019 Filed on Jul 23, 2019
854
N/A
WAT
Waters Corp

Healthcare
Q2 2019 Filed on Jul 23, 2019
520
$199.58 - $253.15 $104K - $132K
VAW
Vanguard Materials ETF

ETFs
Q2 2019 Filed on Jul 23, 2019
390
N/A
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
Q2 2019 Filed on Jul 23, 2019
172
N/A
VT
Vanguard Total World Stk Index

ETFs
Q1 2019 Filed on Apr 15, 2019
27,010
N/A
ROKU
Roku, Inc

Communication Services
Q4 2018 Filed on Jan 18, 2019
60
$27.17 - $76.48 $1.63K - $4.59K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Jan 18, 2019
641
$22.11 - $28.19 $14.2K - $18.1K
PRU
Prudential Financial Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
102
$76.83 - $105.99 $7.84K - $10.8K
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