- New Purchases: BBK,
- Added Positions: BMY, CRM, AAPL, CMCSA, HD, DIS,
- Reduced Positions: NWL, GT, HSBC, XOM, GD, CTSH, INTC, PRU, CSCO, IVV, T, PPL, PII, IDV, JCI, CVS, ADI, GSK, AMAT,
- Sold Out: WBK, TYG, HEES, CAH, STI, CELG, DXC, LEG,
For the details of Wealth Advisors of Tampa Bay, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wealth+advisors+of+tampa+bay%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Wealth Advisors of Tampa Bay, LLC- Apple Inc (AAPL) - 16,270 shares, 4.43% of the total portfolio. Shares added by 1.69%
- U.S. Bancorp (USB) - 69,975 shares, 3.84% of the total portfolio. Shares reduced by 0.65%
- AT&T Inc (T) - 102,835 shares, 3.72% of the total portfolio. Shares reduced by 1.12%
- Waste Management Inc (WM) - 34,506 shares, 3.64% of the total portfolio. Shares reduced by 0.29%
- Intel Corp (INTC) - 60,705 shares, 3.37% of the total portfolio. Shares reduced by 13.39%
Wealth Advisors of Tampa Bay, LLC initiated holding in Truist Financial Corp. The purchase prices were between $46.2 and $50.5, with an estimated average price of $48.71. The stock is now traded at around $50.50. The impact to a portfolio due to this purchase was 1.57%. The holding were 30,034 shares as of .
Sold Out: Westpac Banking Corp (WBK)Wealth Advisors of Tampa Bay, LLC sold out a holding in Westpac Banking Corp. The sale prices were between $16.4 and $19.93, with an estimated average price of $18.01.
Sold Out: Tortoise Energy Infrastructure Corp. (TYG)Wealth Advisors of Tampa Bay, LLC sold out a holding in Tortoise Energy Infrastructure Corp.. The sale prices were between $16.49 and $19.93, with an estimated average price of $18.28.
Sold Out: H&E Equipment Services Inc (HEES)Wealth Advisors of Tampa Bay, LLC sold out a holding in H&E Equipment Services Inc. The sale prices were between $26.44 and $37.29, with an estimated average price of $32.54.
Sold Out: Cardinal Health Inc (CAH)Wealth Advisors of Tampa Bay, LLC sold out a holding in Cardinal Health Inc. The sale prices were between $44.96 and $56.35, with an estimated average price of $51.77.
Sold Out: SunTrust Banks Inc (STI)Wealth Advisors of Tampa Bay, LLC sold out a holding in SunTrust Banks Inc. The sale prices were between $65.35 and $71.45, with an estimated average price of $69.19.
Sold Out: Celgene Corp (CELG)Wealth Advisors of Tampa Bay, LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.
Here is the complete portfolio of Wealth Advisors of Tampa Bay, LLC. Also check out:
1. Wealth Advisors of Tampa Bay, LLC's Undervalued Stocks
2. Wealth Advisors of Tampa Bay, LLC's Top Growth Companies, and
3. Wealth Advisors of Tampa Bay, LLC's High Yield stocks
4. Stocks that Wealth Advisors of Tampa Bay, LLC keeps buying
