Sigma Investment Counselors Inc Buys HP Inc, Adobe Inc, iShares iBonds Dec 2029 Term Corporate ETF, Sells iShares iBonds Dec 2021 Term Corporate ETF, DocuSign Inc, iShares iBonds Dec 2021 Term Muni Bond ETF

Southfield, MI, based Investment company Sigma Investment Counselors Inc (Current Portfolio) buys HP Inc, Adobe Inc, iShares iBonds Dec 2029 Term Corporate ETF, iShares National Muni Bond ETF, BTC iShares U.S. Telecommunications ETF, sells iShares iBonds Dec 2021 Term Corporate ETF, DocuSign Inc, iShares iBonds Dec 2021 Term Muni Bond ETF, AT&T Inc, BP PLC during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Sigma Investment Counselors Inc. As of 2021Q4, Sigma Investment Counselors Inc owns 195 stocks with a total value of $1.4 billion. These are the details of the buys and sells.

For the details of SIGMA INVESTMENT COUNSELORS INC's stock buys and sells, go to https://www.gurufocus.com/guru/sigma+investment+counselors+inc/current-portfolio/portfolio

These are the top 5 holdings of SIGMA INVESTMENT COUNSELORS INC
  1. iShares Core S&P 500 ETF (IVV) - 611,171 shares, 20.38% of the total portfolio. Shares reduced by 0.3%
  2. iShares Core S&P Mid-Cap ETF (IJH) - 363,158 shares, 7.19% of the total portfolio. Shares added by 1.43%
  3. Vanguard FTSE Developed Markets ETF (VEA) - 1,769,455 shares, 6.32% of the total portfolio. Shares reduced by 0.15%
  4. iShares Core S&P Small-Cap ETF (IJR) - 589,073 shares, 4.72% of the total portfolio. Shares added by 1.50%
  5. iShares TIPS Bond ETF (TIP) - 354,020 shares, 3.20% of the total portfolio. Shares added by 5.31%
New Purchase: HP Inc (HPQ)

Sigma Investment Counselors Inc initiated holding in HP Inc. The purchase prices were between $26.48 and $38.1, with an estimated average price of $32.89. The stock is now traded at around $37.490000. The impact to a portfolio due to this purchase was 0.19%. The holding were 70,924 shares as of 2021-12-31.

New Purchase: iShares iBonds Dec 2029 Term Corporate ETF (IBDU)

Sigma Investment Counselors Inc initiated holding in iShares iBonds Dec 2029 Term Corporate ETF. The purchase prices were between $26.03 and $26.58, with an estimated average price of $26.32. The stock is now traded at around $25.370000. The impact to a portfolio due to this purchase was 0.04%. The holding were 19,977 shares as of 2021-12-31.

New Purchase: BTC iShares U.S. Telecommunications ETF (IYZ)

Sigma Investment Counselors Inc initiated holding in BTC iShares U.S. Telecommunications ETF. The purchase prices were between $30.18 and $33.15, with an estimated average price of $32.1. The stock is now traded at around $30.500000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,783 shares as of 2021-12-31.

New Purchase: NextEra Energy Inc (NEE)

Sigma Investment Counselors Inc initiated holding in NextEra Energy Inc. The purchase prices were between $77.83 and $93.36, with an estimated average price of $86.61. The stock is now traded at around $75.680000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,540 shares as of 2021-12-31.

New Purchase: Sonos Inc (SONO)

Sigma Investment Counselors Inc initiated holding in Sonos Inc. The purchase prices were between $28.85 and $34.99, with an estimated average price of $31.77. The stock is now traded at around $25.700000. The impact to a portfolio due to this purchase was 0.02%. The holding were 8,700 shares as of 2021-12-31.

New Purchase: Qualcomm Inc (QCOM)

Sigma Investment Counselors Inc initiated holding in Qualcomm Inc. The purchase prices were between $122.95 and $189.28, with an estimated average price of $161.24. The stock is now traded at around $175.090000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,392 shares as of 2021-12-31.

Added: Adobe Inc (ADBE)

Sigma Investment Counselors Inc added to a holding in Adobe Inc by 27.79%. The purchase prices were between $549.77 and $688.37, with an estimated average price of $625.62. The stock is now traded at around $507.100000. The impact to a portfolio due to this purchase was 0.07%. The holding were 7,965 shares as of 2021-12-31.

Added: iShares National Muni Bond ETF (MUB)

Sigma Investment Counselors Inc added to a holding in iShares National Muni Bond ETF by 90.07%. The purchase prices were between $114.74 and $116.34, with an estimated average price of $115.66. The stock is now traded at around $113.700000. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,550 shares as of 2021-12-31.

Sold Out: iShares iBonds Dec 2021 Term Corporate ETF (IBDM)

Sigma Investment Counselors Inc sold out a holding in iShares iBonds Dec 2021 Term Corporate ETF. The sale prices were between $24.7 and $24.74, with an estimated average price of $24.72.

Sold Out: iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ)

Sigma Investment Counselors Inc sold out a holding in iShares iBonds Dec 2021 Term Muni Bond ETF. The sale prices were between $25.55 and $25.6, with an estimated average price of $25.57.

Sold Out: L3Harris Technologies Inc (LHX)

Sigma Investment Counselors Inc sold out a holding in L3Harris Technologies Inc. The sale prices were between $202.02 and $244.73, with an estimated average price of $221.42.

Sold Out: BP PLC (BP)

Sigma Investment Counselors Inc sold out a holding in BP PLC. The sale prices were between $25.65 and $30.13, with an estimated average price of $27.73.

Sold Out: Peloton Interactive Inc (PTON)

Sigma Investment Counselors Inc sold out a holding in Peloton Interactive Inc. The sale prices were between $34.56 and $96.6, with an estimated average price of $60.04.

Reduced: DocuSign Inc (DOCU)

Sigma Investment Counselors Inc reduced to a holding in DocuSign Inc by 24.82%. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68. The stock is now traded at around $118.410000. The impact to a portfolio due to this sale was -0.09%. Sigma Investment Counselors Inc still held 14,602 shares as of 2021-12-31.

Reduced: AT&T Inc (T)

Sigma Investment Counselors Inc reduced to a holding in AT&T Inc by 22.87%. The sale prices were between $22.17 and $27.35, with an estimated average price of $24.71. The stock is now traded at around $23.930000. The impact to a portfolio due to this sale was -0.03%. Sigma Investment Counselors Inc still held 42,133 shares as of 2021-12-31.



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