- New Purchases: 4LRA, SCHD, UNM, SMMT,
- Reduced Positions: DE, VOO, ABBV, NEAR, USB, ITW, JNJ, KLAC, LOW, MSI, AVGO, SYY, RY, PEG, PG, PEP, PAYX, TFC, LMT, D, DRI, CAH, COF, BLK, VFC, COP, KMI,
- Sold Out: STX, IAC, EMB, GOVT, TIP,
For the details of Riverview Trust Co's stock buys and sells, go to https://www.gurufocus.com/guru/riverview+trust+co/current-portfolio/portfolio
These are the top 5 holdings of Riverview Trust Co- BTC iShares Core MSCI EAFE ETF (IEFA) - 212,961 shares, 17.02% of the total portfolio. Shares reduced by 0.82%
- Apple Inc (AAPL) - 39,209 shares, 5.73% of the total portfolio. Shares reduced by 0.39%
- Vanguard Real Estate Index Fund ETF (VNQ) - 44,800 shares, 4.87% of the total portfolio.
- iShares Core U.S. Aggregate Bond ETF (AGG) - 30,830 shares, 3.80% of the total portfolio. Shares reduced by 0.49%
- Microsoft Corp (MSFT) - 11,254 shares, 3.25% of the total portfolio.
Riverview Trust Co initiated holding in IAC/InterActiveCorp. The purchase prices were between $117.4 and $140.73, with an estimated average price of $128.68. The stock is now traded at around $114.300000. The impact to a portfolio due to this purchase was 0.08%. The holding were 505 shares as of 2021-06-30.
New Purchase: Schwab US Dividend Equity ETF (SCHD)Riverview Trust Co initiated holding in Schwab US Dividend Equity ETF. The purchase prices were between $72.4 and $77.09, with an estimated average price of $75.21. The stock is now traded at around $75.577900. The impact to a portfolio due to this purchase was 0.03%. The holding were 400 shares as of 2021-06-30.
New Purchase: Unum Group (UNM)Riverview Trust Co initiated holding in Unum Group. The purchase prices were between $27.03 and $31.9, with an estimated average price of $29.37. The stock is now traded at around $27.065000. The impact to a portfolio due to this purchase was 0.02%. The holding were 800 shares as of 2021-06-30.
New Purchase: Summit Therapeutics Inc (SMMT)Riverview Trust Co initiated holding in Summit Therapeutics Inc. The purchase prices were between $5.15 and $8.46, with an estimated average price of $6.56. The stock is now traded at around $7.110000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,000 shares as of 2021-06-30.
Sold Out: Seagate Technology Holdings PLC (STX)Riverview Trust Co sold out a holding in Seagate Technology Holdings PLC. The sale prices were between $76.75 and $104.23, with an estimated average price of $89.82.
Sold Out: IAC/InterActiveCorp (IAC)Riverview Trust Co sold out a holding in IAC/InterActiveCorp. The sale prices were between $143.91 and $171.9, with an estimated average price of $157.6.
Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Riverview Trust Co sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $107.51 and $112.54, with an estimated average price of $110.54.
Sold Out: iShares TIPS Bond ETF (TIP)Riverview Trust Co sold out a holding in iShares TIPS Bond ETF. The sale prices were between $123.22 and $127.18, with an estimated average price of $125.57.
Sold Out: BTC iShares U.S. Treasury Bond ETF (GOVT)Riverview Trust Co sold out a holding in BTC iShares U.S. Treasury Bond ETF. The sale prices were between $26.11 and $26.59, with an estimated average price of $26.35.
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