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| Name: |
BSW WEALTH PARTNERS |
| City: |
BOULDER |
| State: |
CO |
| Zip: |
80302 |
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data |
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| Holdings
Found :
21 |
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Closed Positions |
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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 |
|
MET |
MetLife Inc |
314 |
Closed |
$73.47 |
$0 |
0 |
0% |
-266,000 |
-4,015 |
0 |
Life & Health Insurance |
|
|
NUEM |
Nushares Esg Emerging Marke... |
301 |
Closed |
$0.00 |
$0 |
0 |
0% |
-888,000 |
-32,960 |
0 |
N/A |
|
|
CCU |
Compania Cervecerias Unidas... |
307 |
Closed |
$13.38 |
$0 |
0 |
0% |
-153,000 |
-12,236 |
0 |
Beverage - Brewers |
|
|
HDB |
HDFC Bank Limited (ADR) |
313 |
Closed |
$56.04 |
$0 |
0 |
0% |
-401,000 |
-5,980 |
0 |
Foreign Regional Banks |
|
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STLD |
Steel Dynamics Inc |
300 |
Closed |
$134.95 |
$0 |
0 |
0% |
-250,000 |
-2,114 |
0 |
Steel & Iron |
|
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ANTM |
Anthem Inc |
306 |
Closed |
$543.89 |
$0 |
0 |
0% |
-289,000 |
-613 |
0 |
N/A |
|
|
UHAL.B |
U Haul Holding Company |
312 |
Closed |
$66.37 |
$0 |
0 |
0% |
-224,000 |
-3,174 |
0 |
N/A |
|
|
ZTS |
Zoetis Inc. |
299 |
Closed |
$173.71 |
$0 |
0 |
0% |
-380,000 |
-1,925 |
0 |
Drugs - Generic |
|
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FREY |
Freyr Battery |
305 |
Closed |
$1.87 |
$0 |
0 |
0% |
-34,000 |
-18,107 |
0 |
N/A |
|
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TLK |
PT Telekomunikasi Indonesia... |
311 |
Closed |
$19.76 |
$0 |
0 |
0% |
-247,000 |
-9,594 |
0 |
Telecom Services - Fo... |
|
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FELC |
Fidelity Enhanced Large Cap... |
298 |
Closed |
$0.00 |
$0 |
0 |
0% |
-340,000 |
-12,808 |
0 |
N/A |
|
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SOUN |
Soundhound Ai Ord Shs Class A |
317 |
Closed |
$5.11 |
$0 |
0 |
0% |
-27,000 |
-12,601 |
0 |
N/A |
|
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GSK |
GlaxoSmithKline Plc (ADR) |
304 |
Closed |
$40.41 |
$0 |
0 |
0% |
-239,000 |
-6,454 |
0 |
Drug Manufacturers - ... |
|
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SJM |
JM Smucker Company |
310 |
Closed |
$115.68 |
$0 |
0 |
0% |
-204,000 |
-1,612 |
0 |
Processed & Packaged ... |
|
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ZVIA |
Zevia Pbc |
297 |
Closed |
$1.09 |
$0 |
0 |
0% |
-308,000 |
-153,306 |
0 |
N/A |
|
|
IT |
Gartner Inc |
316 |
Closed |
$447.78 |
$0 |
0 |
0% |
-278,000 |
-617 |
0 |
Management Services |
|
|
HPE |
Hewlett Packard Enterprise Co |
303 |
Closed |
$17.89 |
$0 |
0 |
0% |
-252,000 |
-14,826 |
0 |
N/A |
|
|
SNE |
Sony Corporation (ADR) |
309 |
Closed |
$84.84 |
$0 |
0 |
0% |
-460,000 |
-4,860 |
0 |
Electronic Equipment |
|
|
COLB |
Columbia Banking System Inc |
315 |
Closed |
$20.34 |
$0 |
0 |
0% |
-226,000 |
-8,489 |
0 |
Savings & Loans |
|
|
IR |
Ingersoll Rand Inc |
302 |
Closed |
$91.40 |
$0 |
0 |
0% |
-498,000 |
-6,436 |
0 |
N/A |
|
|
KBWR |
Invesco KBW Regional Bankin... |
308 |
Closed |
$48.95 |
$0 |
0 |
0% |
-235,000 |
-4,297 |
0 |
N/A |
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