Amgen – Jan 21, 2021 – Schneider Downs Wealth Administration Advisors, LP Buys Janus Henderson Brief Length Earnings ETF, BTC iShares S&P 500 Development ETF, BTC iShares MSCI KLD 400 Social Index Fund, Sells BTC iShares MSCI USA Min Vol Issue ETF, Amgen Inc, Roku Inc
Funding firm Schneider Downs Wealth Administration Advisors, LP (Present Portfolio) buys Janus Henderson Brief Length Earnings ETF, BTC iShares S&P 500 Development ETF, BTC iShares MSCI KLD 400 Social Index Fund, CSIM Schwab U.S. Massive-Cap Worth ETF, Intel Corp, sells BTC iShares MSCI USA Min Vol Issue ETF, Amgen Inc, Roku Inc, FlexShares High quality Dividend Index Fund, Pfizer Inc throughout the 3-months ended 2020This autumn, based on the newest filings of the funding firm, Schneider Downs Wealth Administration Advisors, LP. As of 2020This autumn, Schneider Downs Wealth Administration Advisors, LP owns 90 stocks with a complete value of $345 million. These are the small print of the buys and sells.
- New Purchases: INTC, ABT, DHR, BK, ICLN, (TJX),
- Added Positions: VNLA, MUB, SCHG, IVW, SCHV, DSI, IJK, SCHE, SCHX, VOO, IJR, IEMG, IVE, SPLG, PNC, SCHM, JHML, JNJ, PEP, PCAR, MA, COST, SUSB, ESGE, ETN, DIS,
- Diminished Positions: FHI, VEA, IWR, AAPL, IWF, ESGD, AMZN, JPM, PG, GOOGL, WMT, V, ORCL, (MSFT), (BA)M, CCI, CBZ, NEE, CMCSA, XBI, IWM, ABBV, TRS, CSCO, LBRDK, SPY, SCHF, TMO, TSC, LSXMK, JPIN, SCHO, BSV,
- Bought Out: USMV, AMGN, QDF, ROKU, (BA)C, PFE, HD, MRK, UNH, MO, BRK.B, DVYE,
For the small print of Schneider Downs Wealth Administration Advisors, LP’s stock buys and sells,
go to https://www.gurufocus.com/guru/schneider+downs+wealth+administration+advisorspercent2C+lp/current-portfolio/portfolio
These are the highest 5 holdings of Schneider Downs Wealth Administration Advisors, LP
- Federated Hermes Inc (FHI) – 5,122,697 shares, 42.93% of the whole portfolio. Shares lowered by 13.06%
- Vanguard Mid-Cap ETF (VO) – 130,668 shares, 7.84% of the whole portfolio. Shares added by 0.89%
- Janus Henderson Brief Length Earnings ETF (VNLA) – 523,696 shares, 7.67% of the whole portfolio. Shares added by 416.91%
- BTC iShares Nationwide Muni Bond ETF (MUB) – 155,340 shares, 5.28% of the whole portfolio. Shares added by 9.87%
- CSIM Schwab U.S. Massive-Cap Development ETF (SCHG) – 124,330 shares, 4.63% of the whole portfolio. Shares added by 6.30%
New Buy: Intel Corp (INTC)
Schneider Downs Wealth Administration Advisors, LP initiated holding in Intel Corp. The acquisition costs had been between $44.11 and $54.58, with an estimated common price of $48.73. The stock is now traded at round $59.174600. The influence to a portfolio as a consequence of this buy was 0.08%. The holding had been 5,442 shares as of 2020-12-31.
New Buy: Abbott Laboratories (ABT)
Schneider Downs Wealth Administration Advisors, LP initiated holding in Abbott Laboratories. The acquisition costs had been between $105 and $114.42, with an estimated common price of $108.66. The stock is now traded at round $111.865000. The influence to a portfolio as a consequence of this buy was 0.07%. The holding had been 2,165 shares as of 2020-12-31.
New Buy: Danaher Corp (DHR)
Schneider Downs Wealth Administration Advisors, LP initiated holding in Danaher Corp. The acquisition costs had been between $212.5 and $245.46, with an estimated common price of $226.13. The stock is now traded at round $235.530000. The influence to a portfolio as a consequence of this buy was 0.07%. The holding had been 1,091 shares as of 2020-12-31.
New Buy: Bank of New York Mellon Corp (BK)
Schneider Downs Wealth Administration Advisors, LP initiated holding in Bank of New York Mellon Corp. The acquisition costs had been between $34.08 and $42.44, with an estimated common price of $38.54. The stock is now traded at round $41.905000. The influence to a portfolio as a consequence of this buy was 0.06%. The holding had been 4,855 shares as of 2020-12-31.
New Buy: iShares S&P International Clear Power Index Fund (ICLN)
Schneider Downs Wealth Administration Advisors, LP initiated holding in iShares S&P International Clear Power Index Fund. The acquisition costs had been between $19.08 and $28.29, with an estimated common price of $22.62. The stock is now traded at round $32.370000. The influence to a portfolio as a consequence of this buy was 0.06%. The holding had been 7,595 shares as of 2020-12-31.
New Buy: (TJX) Firms Inc ((TJX))
Schneider Downs Wealth Administration Advisors, LP initiated holding in (TJX) Firms Inc. The acquisition costs had been between $50.Eight and $68.4, with an estimated common price of $61. The stock is now traded at round $68.530000. The influence to a portfolio as a consequence of this buy was 0.06%. The holding had been 2,972 shares as of 2020-12-31.
Added: Janus Henderson Brief Length Earnings ETF (VNLA)
Schneider Downs Wealth Administration Advisors, LP added to a holding in Janus Henderson Brief Length Earnings ETF by 416.91%. The acquisition costs had been between $50.37 and $50.5, with an estimated common price of $50.44. The stock is now traded at round $50.480000. The influence to a portfolio as a consequence of this buy was 6.19%. The holding had been 523,696 shares as of 2020-12-31.
Added: BTC iShares S&P 500 Development ETF (IVW)
Schneider Downs Wealth Administration Advisors, LP added to a holding in BTC iShares S&P 500 Development ETF by 300.00%. The acquisition costs had been between $56.04 and $63.82, with an estimated common price of $60.56. The stock is now traded at round $65.763000. The influence to a portfolio as a consequence of this buy was 0.13%. The holding had been 8,944 shares as of 2020-12-31.
Added: BTC iShares MSCI KLD 400 Social Index Fund (DSI)
Schneider Downs Wealth Administration Advisors, LP added to a holding in BTC iShares MSCI KLD 400 Social Index Fund by 100.00%. The acquisition costs had been between $62.03 and $71.54, with an estimated common price of $67.64. The stock is now traded at round $73.500000. The influence to a portfolio as a consequence of this buy was 0.12%. The holding had been 11,200 shares as of 2020-12-31.
Added: CSIM Schwab U.S. Massive-Cap Worth ETF (SCHV)
Schneider Downs Wealth Administration Advisors, LP added to a holding in CSIM Schwab U.S. Massive-Cap Worth ETF by 49.70%. The acquisition costs had been between $50.83 and $59.53, with an estimated common price of $56.22. The stock is now traded at round $61.381200. The influence to a portfolio as a consequence of this buy was 0.12%. The holding had been 21,304 shares as of 2020-12-31.
Added: BTC iShares S&P Mid-Cap 400 Development ETF (IJK)
Schneider Downs Wealth Administration Advisors, LP added to a holding in BTC iShares S&P Mid-Cap 400 Development ETF by 300.00%. The acquisition costs had been between $60.Four and $72.82, with an estimated common price of $66.67. The stock is now traded at round $77.930000. The influence to a portfolio as a consequence of this buy was 0.08%. The holding had been 5,432 shares as of 2020-12-31.
Added: PNC Monetary Companies Group Inc (PNC)
Schneider Downs Wealth Administration Advisors, LP added to a holding in PNC Monetary Companies Group Inc by 30.86%. The acquisition costs had been between $108.72 and $149, with an estimated common price of $128.51. The stock is now traded at round $153.805000. The influence to a portfolio as a consequence of this buy was 0.03%. The holding had been 2,799 shares as of 2020-12-31.
Bought Out: BTC iShares MSCI USA Min Vol Issue ETF (USMV)
Schneider Downs Wealth Administration Advisors, LP bought out a holding in BTC iShares MSCI USA Min Vol Issue ETF. The sale costs had been between $61.66 and $67.88, with an estimated common price of $65.89.
Bought Out: Amgen Inc (AMGN)
Schneider Downs Wealth Administration Advisors, LP bought out a holding in Amgen Inc. The sale costs had been between $216.38 and $257.67, with an estimated common price of $229.9.
Bought Out: FlexShares High quality Dividend Index Fund (QDF)
Schneider Downs Wealth Administration Advisors, LP bought out a holding in FlexShares High quality Dividend Index Fund. The sale costs had been between $43.38 and $49.48, with an estimated common price of $47.18.
Bought Out: Roku Inc (ROKU)
Schneider Downs Wealth Administration Advisors, LP bought out a holding in Roku Inc. The sale costs had been between $200 and $360.56, with an estimated common price of $264.98.
Bought Out: Bank of America Corp ((BA)C)
Schneider Downs Wealth Administration Advisors, LP bought out a holding in Bank of America Corp. The sale costs had been between $23.47 and $30.31, with an estimated common price of $26.93.
Schneider Downs Wealth Administration Advisors, LP bought out a holding in Pfizer Inc. The sale costs had been between $33.42 and $42.56, with an estimated common price of $36.69.
Right here is the entire portfolio of Schneider Downs Wealth Administration Advisors, LP. Additionally take a look at:
1. Schneider Downs Wealth Administration Advisors, LP’s Undervalued Stocks
2. Schneider Downs Wealth Administration Advisors, LP’s High Development Firms, and
3. Schneider Downs Wealth Administration Advisors, LP’s Excessive Yield stocks
4. Stocks that Schneider Downs Wealth Administration Advisors, LP retains shopping for
