Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Straight Path Wealth Management
  City: Jenison
  State: MI
  Zip: 49428
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $178,121,000
  Total Value Change : $7,656,000
  Securities Held Change : 0
   
All Securities Held : 90
  New Positions : 12
  Closed Positions : 13
  Increased Positions : 47
  Unchanged Positions : 22
  Decreased Positions : 9

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

   
Holdings Found : 13     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
   (PSX)1 Year Chart         PSX Phillips 66 85 Closed $137.39 $0 0 0% -533,000 -4,004 0    Oil & Gas Refining, P...
   (MMM)1 Year Chart         MMM 3M Co 91 Closed $99.06 $0 0 0% -820,000 -7,500 0    Conglomerates
   (Z)1 Year Chart         Z Zillow Group Inc 84 Closed $42.79 $0 0 0% -467,000 -8,067 0    Business Services
   (DKNG)1 Year Chart         DKNG Draftkings Inc Class A 90 Closed $0.00 $0 0 0% -282,000 -8,000 0    N/A
   (RXO)1 Year Chart         RXO Rxo, Inc. 83 Closed $20.78 $0 0 0% -211,000 -9,082 0    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 89 Closed $223.37 $0 0 0% -253,000 -1,562 0    Semiconductor Equipme...
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 82 Closed $145.78 $0 0 0% -613,000 -4,500 0    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 88 Closed $173.92 $0 0 0% -1,039,000 -7,003 0    Oil & Gas Refining, P...
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 81 Closed $105.36 $0 0 0% -253,000 -2,507 0    Drug Manufacturers - ...
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 87 Closed $83.59 $0 0 0% -279,000 -3,155 0    Closed - End Fund - E...
   (INTC)1 Year Chart         INTC Intel Corp 80 Closed $30.78 $0 0 0% -353,000 -7,034 0    Semiconductor- Broad...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 86 Closed $1,224.40 $0 0 0% -1,057,000 -2,135 0    Semiconductor - Speci...
   (IBM)1 Year Chart         IBM International Business Mach... 79 Closed $167.38 $0 0 0% -1,109,000 -6,780 0    Diversified Computer ...

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