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Platform Technology Partners Buys Driven Brands Holdings Inc, Spirit Airlines Inc, Visa Inc, Sells Bank of America Corp, Broadridge Financial Solutions Inc, AT&T Inc

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Nov 04, 2021
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Investment company Platform Technology Partners (Current Portfolio) buys Driven Brands Holdings Inc, Spirit Airlines Inc, Visa Inc, Petco Health and Wellness Co Inc, General Electric Co, sells Bank of America Corp, Broadridge Financial Solutions Inc, AT&T Inc, Southern Co, Blackrock Health Sciences Trust during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Platform Technology Partners. As of 2021Q3, Platform Technology Partners owns 237 stocks with a total value of $221 million. These are the details of the buys and sells.

For the details of Platform Technology Partners's stock buys and sells, go to https://www.gurufocus.com/guru/platform+technology+partners/current-portfolio/portfolio

These are the top 5 holdings of Platform Technology Partners
  1. Apple Inc (AAPL) - 131,436 shares, 8.43% of the total portfolio. Shares reduced by 2.44%
  2. S&P 500 ETF TRUST ETF (SPY) - 30,854 shares, 6.00% of the total portfolio. Shares added by 1.35%
  3. Microsoft Corp (MSFT) - 35,872 shares, 4.59% of the total portfolio. Shares reduced by 11.95%
  4. Amazon.com Inc (AMZN) - 1,843 shares, 2.75% of the total portfolio. Shares added by 1.71%
  5. Schwab US Dividend Equity ETF (SCHD) - 68,457 shares, 2.30% of the total portfolio. Shares added by 6.61%
New Purchase: Driven Brands Holdings Inc (DRVN)

Platform Technology Partners initiated holding in Driven Brands Holdings Inc. The purchase prices were between $27.27 and $31.82, with an estimated average price of $29.68. The stock is now traded at around $31.690000. The impact to a portfolio due to this purchase was 1.36%. The holding were 103,817 shares as of 2021-09-30.

New Purchase: Spirit Airlines Inc (SAVE)

Platform Technology Partners initiated holding in Spirit Airlines Inc. The purchase prices were between $22.89 and $31.29, with an estimated average price of $26.26. The stock is now traded at around $23.520000. The impact to a portfolio due to this purchase was 0.26%. The holding were 22,186 shares as of 2021-09-30.

New Purchase: Petco Health and Wellness Co Inc (WOOF)

Platform Technology Partners initiated holding in Petco Health and Wellness Co Inc. The purchase prices were between $19.2 and $22.7, with an estimated average price of $21.1. The stock is now traded at around $25.775000. The impact to a portfolio due to this purchase was 0.22%. The holding were 23,073 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Platform Technology Partners initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $104.900000. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,841 shares as of 2021-09-30.

New Purchase: Devon Energy Corp (DVN)

Platform Technology Partners initiated holding in Devon Energy Corp. The purchase prices were between $24.93 and $35.75, with an estimated average price of $28.39. The stock is now traded at around $42.215000. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,103 shares as of 2021-09-30.

New Purchase: Splunk Inc (SPLK)

Platform Technology Partners initiated holding in Splunk Inc. The purchase prices were between $133.06 and $158.44, with an estimated average price of $145.67. The stock is now traded at around $166.645000. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,326 shares as of 2021-09-30.

Added: Visa Inc (V)

Platform Technology Partners added to a holding in Visa Inc by 33.26%. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $208.850000. The impact to a portfolio due to this purchase was 0.24%. The holding were 9,399 shares as of 2021-09-30.

Added: PLBY Group Inc (PLBY)

Platform Technology Partners added to a holding in PLBY Group Inc by 283.75%. The purchase prices were between $20.62 and $37.72, with an estimated average price of $27.03. The stock is now traded at around $31.069200. The impact to a portfolio due to this purchase was 0.16%. The holding were 19,955 shares as of 2021-09-30.

Added: S&P MidCap 400 ETF (MDY)

Platform Technology Partners added to a holding in S&P MidCap 400 ETF by 38.97%. The purchase prices were between $467.11 and $504.69, with an estimated average price of $490.06. The stock is now traded at around $525.700000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,430 shares as of 2021-09-30.

Added: Blade Air Mobility Inc (BLDE)

Platform Technology Partners added to a holding in Blade Air Mobility Inc by 54.45%. The purchase prices were between $7.08 and $11.63, with an estimated average price of $8.76. The stock is now traded at around $9.855000. The impact to a portfolio due to this purchase was 0.08%. The holding were 51,452 shares as of 2021-09-30.

Added: Constellation Brands Inc (STZ)

Platform Technology Partners added to a holding in Constellation Brands Inc by 27.30%. The purchase prices were between $209.08 and $232.03, with an estimated average price of $218.36. The stock is now traded at around $218.660000. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,122 shares as of 2021-09-30.

Added: Penn National Gaming Inc (PENN)

Platform Technology Partners added to a holding in Penn National Gaming Inc by 29.98%. The purchase prices were between $65.08 and $84.84, with an estimated average price of $73.65. The stock is now traded at around $56.810000. The impact to a portfolio due to this purchase was 0.08%. The holding were 10,123 shares as of 2021-09-30.

Sold Out: Blackrock Health Sciences Trust (BME)

Platform Technology Partners sold out a holding in Blackrock Health Sciences Trust. The sale prices were between $47.27 and $49.44, with an estimated average price of $48.72.

Sold Out: iHeartMedia Inc (IHRT)

Platform Technology Partners sold out a holding in iHeartMedia Inc. The sale prices were between $20.9 and $26.99, with an estimated average price of $24.68.

Sold Out: Exelon Corp (EXC)

Platform Technology Partners sold out a holding in Exelon Corp. The sale prices were between $44.79 and $50.85, with an estimated average price of $47.9.

Sold Out: Reaves Utility Income Fund (UTG)

Platform Technology Partners sold out a holding in Reaves Utility Income Fund. The sale prices were between $32.7 and $36.33, with an estimated average price of $35.2.

Sold Out: Gabelli Dividend & Income Trust (GDV)

Platform Technology Partners sold out a holding in Gabelli Dividend & Income Trust. The sale prices were between $25.49 and $27.15, with an estimated average price of $26.51.

Sold Out: Altria Group Inc (MO)

Platform Technology Partners sold out a holding in Altria Group Inc. The sale prices were between $45.52 and $51.04, with an estimated average price of $48.33.



Here is the complete portfolio of Platform Technology Partners. Also check out:

1. Platform Technology Partners's Undervalued Stocks
2. Platform Technology Partners's Top Growth Companies, and
3. Platform Technology Partners's High Yield stocks
4. Stocks that Platform Technology Partners keeps buying
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