Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: CRITERION CAPITAL ADVISORS LLC
  City: NASHVILLE
  State: TN
  Zip: 37205
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $150,038,000
  Total Value Change : $12,361,000
  Securities Held Change : -15
   
All Securities Held : 345
  New Positions : 19
  Closed Positions : 34
  Increased Positions : 65
  Unchanged Positions : 153
  Decreased Positions : 108

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

   
Holdings Found : 19     View All Holdings Currently Viewing:  New 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
   (NEE)1 Year Chart         NEE NextEra Energy 77 New $76.41 $181,000 2,825 0.12% 181,000 2,825 0    Electric Utilities
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 91 New $186.16 $110,000 589 0.07% 110,000 589 0    Closed - End Fund - E...
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 100 New $45.03 $83,000 1,876 0.06% 83,000 1,876 0.021    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 167 New $81.47 $35,000 430 0.02% 35,000 430 0    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 194 New $0.00 $24,000 460 0.02% 24,000 460 0.001    N/A
   (CRHCF)1 Year Chart         CRHCF CRH Plc 218 New $82.88 $15,000 179 0.01% 15,000 179 0    N/A
   (GPC)1 Year Chart         GPC Genuine Parts Co 239 New $154.10 $12,000 78 0.01% 12,000 78 0    Auto Parts Wholesale
   (SNX)1 Year Chart         SNX Synnex Corp 241 New $125.85 $12,000 102 0.01% 12,000 102 0    Technical & System So...
   (AAP)1 Year Chart         AAP Advance Auto Parts Inc 275 New $73.95 $8,000 89 0.01% 8,000 89 0    Auto Parts Stores
   (GMED)1 Year Chart         GMED Genomed Inc 278 New $63.95 $7,000 128 0% 7,000 128 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 289 New $36.76 $5,000 147 0% 5,000 147 0    Oil & Gas Pipelines &...
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 299 New $29.94 $4,000 150 0% 4,000 150 0    Multi Utilities
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 291 New $44.11 $4,000 68 0% 4,000 68 0    Drug Manufacturers - ...
   (EFX)1 Year Chart         EFX Equifax Inc 316 New $249.94 $3,000 10 0% 3,000 10 0    Business Services
   (ATI)1 Year Chart         ATI Allegheny Technologies Inc 319 New $59.70 $2,000 46 0% 2,000 46 0    Steel & Iron
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 327 New $214.03 $2,000 10 0% 2,000 10 0    Semiconductor Equipme...
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 324 New $142.86 $2,000 14 0% 2,000 14 0    Sporting and Park Ent...
   (VLTO)1 Year Chart         VLTO Veralto Corp 322 New $98.45 $2,000 27 0% 2,000 27 0    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 353 New $88.22 $0 5 0% 0 5 0    N/A

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