Chartist Inc Buys iShares S&P Small-Cap 600 Value ETF, Truist Financial Corp, iShares Global Tech ETF, Sells iShares Russell 1000 Value ETF, Schwab US Dividend Equity ETF, Schwab U.S. Mid-Cap ETF

Nov 17, 2021

Investment company Chartist Inc (Current Portfolio) buys iShares S&P Small-Cap 600 Value ETF, Truist Financial Corp, iShares Global Tech ETF, sells iShares Russell 1000 Value ETF, Schwab US Dividend Equity ETF, Schwab U.S. Mid-Cap ETF, SPDR Dividend ETF, Vanguard Value ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Chartist Inc . As of 2021Q3, Chartist Inc owns 31 stocks with a total value of $184 million. These are the details of the buys and sells.

New Purchases: IJS, TFC,
Added Positions: IXN, DVY, VTI,
Reduced Positions: SHW, IWB, DIA, IWD, SCHD, SCHM, SDY, VTV, IWO, IWM, MDYG, KBE, VB, XHB, XLI,
Sold Out: OUNZ,

For the details of CHARTIST INC 's stock buys and sells, go to https://www.gurufocus.com/guru/chartist+inc+/current-portfolio/portfolio

These are the top 5 holdings of CHARTIST INC

Sherwin-Williams Co (SHW) - 190,675 shares, 44.56% of the total portfolio. Shares reduced by 1.21%
SPDR Dow Jones Industrial Average ETF (DIA) - 96,425 shares, 17.76% of the total portfolio. Shares reduced by 1.53%
iShares Russell 1000 ETF (IWB) - 127,537 shares, 16.79% of the total portfolio. Shares reduced by 2.24%
iShares Russell 2000 ETF (IWM) - 57,077 shares, 6.80% of the total portfolio. Shares reduced by 2.12%
SPDR S&P 400 Mid Cap Growth ETF (MDYG) - 25,149 shares, 6.59% of the total portfolio. Shares reduced by 1.23%

New Purchase: iShares S&P Small-Cap 600 Value ETF (IJS)

Chartist Inc initiated holding in iShares S&P Small-Cap 600 Value ETF. The purchase prices were between $95.69 and $105.76, with an estimated average price of $100.49. The stock is now traded at around $110.040000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,453 shares as of 2021-09-30.

New Purchase: Truist Financial Corp (TFC)

Chartist Inc initiated holding in Truist Financial Corp. The purchase prices were between $52.18 and $60.15, with an estimated average price of $55.89. The stock is now traded at around $63.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,548 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Chartist Inc added to a holding in iShares Global Tech ETF by 486.22%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $63.020000. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,338 shares as of 2021-09-30.

Sold Out: VanEck Merk Gold Trust (OUNZ)

Chartist Inc sold out a holding in VanEck Merk Gold Trust. The sale prices were between $16.78 and $17.81, with an estimated average price of $17.41.

Here is the complete portfolio of CHARTIST INC . Also check out:

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

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