Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: ACIMA PRIVATE WEALTH LLC
  City: RICHMOND
  State: VA
  Zip: 23226
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $271,239,000
  Total Value Change : $15,110,000
  Securities Held Change : -42
   
All Securities Held : 198
  New Positions : 2
  Closed Positions : 44
  Increased Positions : 32
  Unchanged Positions : 125
  Decreased Positions : 39

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

   
Holdings Found : 44     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
   (RYAAY)1 Year Chart         RYAAY Ryanair Holdings Plc (ADR) 226 Closed $121.64 $0 0 0% -7,000 -49 0    Regional Airlines
   (GD)1 Year Chart         GD General Dynamics Corp 213 Closed $299.77 $0 0 0% -8,000 -32 0    Aerospace/Defense - M...
   (LSTR)1 Year Chart         LSTR Landstar System Inc 200 Closed $182.03 $0 0 0% -9,000 -47 0    Trucking
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 232 Closed $83.24 $0 0 0% -323,000 -3,650 0    Closed - End Fund - E...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 219 Closed $62.44 $0 0 0% -4,000 -60 0    Food - Major Diversified
   (PRI)1 Year Chart         PRI Primerica, Inc. 206 Closed $225.89 $0 0 0% -9,000 -42 0    Investment Brokerage ...
   (SNAP)1 Year Chart         SNAP Snap Inc 238 Closed $15.02 $0 0 0% -17,000 -1,000 0    N/A
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 225 Closed $0.00 $0 0 0% -23,000 -1,000 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc 212 Closed $435.52 $0 0 0% -16,000 -38 0    N/A
   (FXE)1 Year Chart         FXE Invesco Currencyshares Euro... 199 Closed $100.29 $0 0 0% -3,060,000 -29,984 0    Business Services
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 231 Closed $169.56 $0 0 0% -13,000 -64 0    Drugs - Generic
   (SITE)1 Year Chart         SITE SiteOne Landscape Supply Inc 218 Closed $154.82 $0 0 0% -8,000 -52 0    N/A
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 205 Closed $272.10 $0 0 0% -20,000 -85 0    Semiconductor- Broad...
   (MU)1 Year Chart         MU Micron Technology Inc 237 Closed $125.00 $0 0 0% -85,000 -1,000 0    Semiconductor - Memor...
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 224 Closed $51.92 $0 0 0% -6,000 -108 0    Beverage Soft Drinks...
   (MTU)1 Year Chart         MTU Mitsubishi Tokyo Fin. Group... 211 Closed $10.64 $0 0 0% -4,000 -478 0    Foreign Money Center ...
   (CAKE)1 Year Chart         CAKE Cheesecake Factory Incorpor... 198 Closed $38.48 $0 0 0% -7,000 -204 0    Restaurants
   (IAGG)1 Year Chart         IAGG Ishares International Aggre... 230 Closed $0.00 $0 0 0% -7,344,000 -147,464 0    N/A
   (ARW)1 Year Chart         ARW Arrow Electronics Inc 217 Closed $131.31 $0 0 0% -7,000 -58 0    Electronics Wholesale
   (BSX)1 Year Chart         BSX Boston Scientific Corp 204 Closed $75.57 $0 0 0% -5,000 -89 0    Medical Instruments &...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 236 Closed $311.99 $0 0 0% -14,000 -27 0    Textile - Apparel Clo...
   (ROAD)1 Year Chart         ROAD Construction Partners, Inc. 223 Closed $58.21 $0 0 0% -16,000 -369 0    N/A
   (AAL)1 Year Chart         AAL American Airlines Group Inc 210 Closed $11.50 $0 0 0% -14,000 -1,000 0    Major Airlines
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 197 Closed $73.12 $0 0 0% -8,000 -125 0    Integrated Oil & Gas
   (VLTO)1 Year Chart         VLTO Veralto Corp 229 Closed $98.58 $0 0 0% -5,000 -61 0    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 216 Closed $332.85 $0 0 0% -21,000 -89 0    Diversified Machinery
   (GM)1 Year Chart         GM General Motors Co 203 Closed $42.66 $0 0 0% -36,000 -1,000 0    Auto Manufacturers
   (AON)1 Year Chart         AON Aon Plc 235 Closed $281.64 $0 0 0% -6,000 -21 0    Life & Health Insurance
   (BRKS)1 Year Chart         BRKS Brooks Automation Inc 222 Closed $50.51 $0 0 0% -9,000 -145 0    Semiconductor Equipme...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 209 Closed $135.28 $0 0 0% -5,000 -52 0    Drug Manufacturers - ...
   (CME)1 Year Chart         CME CME Group Inc 196 Closed $202.98 $0 0 0% -8,000 -37 0    Business Services
   (UAL)1 Year Chart         UAL United Continental Holding 228 Closed $50.67 $0 0 0% -41,000 -1,000 0    Major Airlines
   (THO)1 Year Chart         THO Thor Industries Inc 215 Closed $99.81 $0 0 0% -8,000 -69 0    Recreational Vehicles
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 202 Closed $89.21 $0 0 0% -2,000 -19 0    Closed - End Fund - E...
   (PWR)1 Year Chart         PWR Quanta Services Inc 234 Closed $275.94 $0 0 0% -12,000 -56 0    General Contractors
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 221 Closed $215.08 $0 0 0% -5,000 -31 0    Semiconductor Equipme...
   (HYEM)1 Year Chart         HYEM Vaneck Vectors Emerging Mar... 208 Closed $19.18 $0 0 0% -6,593,000 -356,189 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 227 Closed $161.18 $0 0 0% -2,000 -15 0    Closed - End Fund - E...
   (PLUG)1 Year Chart         PLUG Plug Power Inc 214 Closed $3.33 $0 0 0% -5,000 -1,000 0    Industrial Electrical...
   (ES)1 Year Chart         ES Eversource Energy 201 Closed $59.23 $0 0 0% 0 0 0    Electric Utilities
   (BA)1 Year Chart         BA Boeing Co 233 Closed $177.61 $0 0 0% -261,000 -1,000 0    Aerospace/Defense - M...
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited 220 Closed $78.34 $0 0 0% 0 0 0    N/A
   (UBS)1 Year Chart         UBS UBS AG (USA) 207 Closed $31.88 $0 0 0% -43,000 -1,378 0    Foreign Money Center ...
   (ROP)1 Year Chart         ROP Roper Industries Inc 239 Closed $532.76 $0 0 0% -11,000 -21 0    Diversified Machinery

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