Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Motley Fool Wealth Management LLC
  City: Alexandria
  State: VA
  Zip: 22314
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,935,800,000
  Total Value Change : $28,550,000
  Securities Held Change : -6
   
All Securities Held : 123
  New Positions : 11
  Closed Positions : 16
  Increased Positions : 39
  Unchanged Positions : 3
  Decreased Positions : 70

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EWY)1 Year Chart         EWY iShares MSCI-South Korea 125 Closed $64.52 $0 0 0% -6,443,000 -98,480 0    Closed - End Fund - E...
   (LCII)1 Year Chart         LCII Lci Industries 131 Closed $100.72 $0 0 0% -8,535,000 -67,957 0    General Building Mate...
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. 124 Closed $142.78 $0 0 0% -4,228,000 -20,467 0    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 130 Closed $92.61 $0 0 0% -13,029,000 -138,538 0    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 136 Closed $229.59 $0 0 0% -255,000 -1,169 0    Closed - End Fund - Debt
   (TMFM)1 Year Chart         TMFM Motley Fool Mid Cap Growth Etf 123 Closed $0.00 $0 0 0% -3,738,000 -148,531 0    N/A
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 129 Closed $60.64 $0 0 0% -28,948,000 -471,837 0    N/A
   (SPTS)1 Year Chart         SPTS Spdr Barclays Short Term Tr... 135 Closed $29.48 $0 0 0% -1,082,000 -37,234 0    N/A
   (CGNX)1 Year Chart         CGNX Cognex Corp 122 Closed $45.58 $0 0 0% -5,692,000 -136,787 0    Scientific & Technica...
   (SPLK)1 Year Chart         SPLK Splunk Inc 128 Closed $156.90 $0 0 0% -55,581,000 -364,889 0    Application Software
   (TMFG)1 Year Chart         TMFG Motley Fool Global Opportun... 134 Closed $0.00 $0 0 0% -7,008,000 -254,556 0    N/A
   (GSPE)1 Year Chart         GSPE Gulfslope Energy Inc 121 Closed $0.00 $0 0 0% 0 -200,724 0    N/A
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 127 Closed $332.83 $0 0 0% -282,000 -1,063 0    N/A
   (AFK)1 Year Chart         AFK Vaneck Vectors Africa Index... 133 Closed $15.60 $0 0 0% -1,618,000 -117,192 0    Industrial Electrical...
   (PCTY)1 Year Chart         PCTY Paylocity Holding Corp 126 Closed $139.23 $0 0 0% -7,229,000 -43,918 0    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 132 Closed $38.53 $0 0 0% -333,000 -8,300 0    N/A

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results