blooom, inc. Buys Southwest Airlines Co, Direxion Daily S&P 500 Bear 1X Shares, Valero Energy Corp, Sells Abbott Laboratories, Eversource Energy, Vanguard S&P 500 ETF

Investment company blooom, inc. (Current Portfolio) buys Southwest Airlines Co, Direxion Daily S&P 500 Bear 1X Shares, Valero Energy Corp, sells Abbott Laboratories, Eversource Energy, Vanguard S&P 500 ETF, iShares Core S&P Small-Cap ETF, Vanguard FTSE Developed Markets ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, blooom, inc.. As of 2021Q3, blooom, inc. owns 45 stocks with a total value of $121 million. These are the details of the buys and sells.

For the details of blooom, inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/blooom%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of blooom, inc.
  1. Cerner Corp (CERN) - 668,057 shares, 39.14% of the total portfolio. Shares reduced by 7.17%
  2. Vanguard Total Stock Market ETF (VTI) - 107,466 shares, 19.79% of the total portfolio. Shares reduced by 2.12%
  3. Vanguard Total International Stock (VXUS) - 203,205 shares, 10.66% of the total portfolio. Shares added by 1.10%
  4. Vanguard Intermediate-Term Bond ETF (BIV) - 83,729 shares, 6.21% of the total portfolio. Shares reduced by 1.43%
  5. Microsoft Corp (MSFT) - 9,312 shares, 2.18% of the total portfolio. Shares reduced by 4.88%
New Purchase: Southwest Airlines Co (LUV)

blooom, inc. initiated holding in Southwest Airlines Co. The purchase prices were between $47.36 and $53.86, with an estimated average price of $50.53. The stock is now traded at around $48.660000. The impact to a portfolio due to this purchase was 0.29%. The holding were 3,541 shares as of 2021-09-30.

New Purchase: Direxion Daily S&P 500 Bear 1X Shares (SPDN)

blooom, inc. initiated holding in Direxion Daily S&P 500 Bear 1X Shares. The purchase prices were between $14.91 and $15.93, with an estimated average price of $15.33. The stock is now traded at around $14.820000. The impact to a portfolio due to this purchase was 0.18%. The holding were 13,839 shares as of 2021-09-30.

New Purchase: Valero Energy Corp (VLO)

blooom, inc. initiated holding in Valero Energy Corp. The purchase prices were between $60.2 and $78.07, with an estimated average price of $66.7. The stock is now traded at around $82.000000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,936 shares as of 2021-09-30.

Sold Out: Eversource Energy (ES)

blooom, inc. sold out a holding in Eversource Energy. The sale prices were between $79.86 and $92.62, with an estimated average price of $86.81.

Sold Out: iShares Core S&P Small-Cap ETF (IJR)

blooom, inc. sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $104.15 and $113.18, with an estimated average price of $109.65.

Sold Out: Schwab Emerging Markets Equity ETF (SCHE)

blooom, inc. sold out a holding in Schwab Emerging Markets Equity ETF. The sale prices were between $29.81 and $32.7, with an estimated average price of $31.25.

Sold Out: iShares 7-10 Year Treasury Bond ETF (IEF)

blooom, inc. sold out a holding in iShares 7-10 Year Treasury Bond ETF. The sale prices were between $114.88 and $118.02, with an estimated average price of $116.77.

Sold Out: iShares Core S&P 500 ETF (IVV)

blooom, inc. sold out a holding in iShares Core S&P 500 ETF. The sale prices were between $425.18 and $453.54, with an estimated average price of $441.59.

Sold Out: Magna International Inc (MGA)

blooom, inc. sold out a holding in Magna International Inc. The sale prices were between $74.21 and $94.14, with an estimated average price of $82.43.



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