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| Name: |
Bordeaux Wealth Advisors LLC |
| City: |
MENLO PARK |
| State: |
CA |
| Zip: |
94025 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
10 |
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Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GTLB |
Gitlab Inc. |
118 |
Closed |
$56.26 |
$0 |
0 |
0% |
-213,000 |
-3,376 |
0 |
N/A |
|
|
AUR |
Aurora Innovation Ord Shs C... |
124 |
Closed |
$9.91 |
$0 |
0 |
0% |
-2,443,000 |
-559,152 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
117 |
Closed |
$28.64 |
$0 |
0 |
0% |
-214,000 |
-7,423 |
0 |
Drug Manufacturers - ... |
|
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U |
Unity Software Inc. |
123 |
Closed |
$21.67 |
$0 |
0 |
0% |
-435,000 |
-10,632 |
0 |
N/A |
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VBR |
Vanguard Small Cap Val VIPER |
116 |
Closed |
$190.08 |
$0 |
0 |
0% |
-226,000 |
-1,258 |
0 |
Closed - End Fund - E... |
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KBWR |
Invesco KBW Regional Bankin... |
122 |
Closed |
$48.95 |
$0 |
0 |
0% |
-232,000 |
-4,235 |
0 |
N/A |
|
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FXY |
Invesco Currencyshares Japa... |
121 |
Closed |
$59.48 |
$0 |
0 |
0% |
-354,000 |
-5,383 |
0 |
Closed - End Fund - Debt |
|
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VV |
Vanguard Large Cap VIPERS |
120 |
Closed |
$243.09 |
$0 |
0 |
0% |
-364,000 |
-1,667 |
0 |
Closed - End Fund - E... |
|
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VSS |
Vanguard FTSE All-Wld ex-US... |
119 |
Closed |
$120.86 |
$0 |
0 |
0% |
-211,000 |
-1,836 |
0 |
Closed - End Fund - Debt |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
125 |
Closed |
$0.00 |
$0 |
0 |
0% |
-306,000 |
-3,352 |
0 |
Closed - End Fund - E... |
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