Price Wealth Management, Inc. Buys Vanguard Mid-Cap ETF, Amazon.com Inc, Comcast Corp, Sells Vanguard Small-Cap ETF, eBay Inc, Vanguard Total Stock Market ETF

Author's Avatar
Jan 16, 2020
Article's Main Image
Investment company Price Wealth Management, Inc. (Current Portfolio) buys Vanguard Mid-Cap ETF, Amazon.com Inc, Comcast Corp, Eaton Corp PLC, Tencent Music Entertainment Group, sells Vanguard Small-Cap ETF, eBay Inc, Vanguard Total Stock Market ETF, Fox Corp, Fox Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Price Wealth Management, Inc.. As of 2019Q4, Price Wealth Management, Inc. owns 394 stocks with a total value of $317 million. These are the details of the buys and sells.

For the details of Price Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/price+wealth+management%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Price Wealth Management, Inc.
  1. Berkshire Hathaway Inc (BRK.B) - 338,242 shares, 24.21% of the total portfolio. Shares reduced by 14.73%
  2. iShares Core S&P Small-Cap ETF (IJR) - 357,678 shares, 9.48% of the total portfolio. Shares added by 4.88%
  3. SPDR S&P 500 ETF Trust (SPY) - 90,633 shares, 9.22% of the total portfolio. Shares added by 1.97%
  4. iShares MSCI EAFE Small-Cap ETF (SCZ) - 396,634 shares, 7.80% of the total portfolio. Shares added by 4.99%
  5. iShares MSCI Emerging Markets ETF (EEM) - 461,892 shares, 6.55% of the total portfolio. Shares added by 2.31%
New Purchase: Eaton Corp PLC (ETN)

Price Wealth Management, Inc. initiated holding in Eaton Corp PLC. The purchase prices were between $76.25 and $95.13, with an estimated average price of $89.06. The stock is now traded at around $94.82. The impact to a portfolio due to this purchase was 0.13%. The holding were 4,235 shares as of .

New Purchase: Tencent Music Entertainment Group (TME)

Price Wealth Management, Inc. initiated holding in Tencent Music Entertainment Group. The purchase prices were between $11.42 and $14.37, with an estimated average price of $12.82. The stock is now traded at around $13.95. The impact to a portfolio due to this purchase was 0.08%. The holding were 20,381 shares as of .

New Purchase: Peloton Interactive Inc (PTON)

Price Wealth Management, Inc. initiated holding in Peloton Interactive Inc. The purchase prices were between $21.08 and $36.84, with an estimated average price of $27.12. The stock is now traded at around $30.83. The impact to a portfolio due to this purchase was 0.06%. The holding were 6,520 shares as of .

New Purchase: Datadog Inc (DDOG)

Price Wealth Management, Inc. initiated holding in Datadog Inc. The purchase prices were between $28.04 and $42.81, with an estimated average price of $36.14. The stock is now traded at around $40.61. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,260 shares as of .

New Purchase: Pinterest Inc (PINS)

Price Wealth Management, Inc. initiated holding in Pinterest Inc. The purchase prices were between $17.45 and $27.37, with an estimated average price of $21.44. The stock is now traded at around $22.95. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,156 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Price Wealth Management, Inc. initiated holding in PayPal Holdings Inc. The purchase prices were between $96.64 and $109.75, with an estimated average price of $104.36. The stock is now traded at around $115.40. The impact to a portfolio due to this purchase was 0.03%. The holding were 773 shares as of .

Added: Vanguard Mid-Cap ETF (VO)

Price Wealth Management, Inc. added to a holding in Vanguard Mid-Cap ETF by 28.51%. The purchase prices were between $162.13 and $178.73, with an estimated average price of $172.01. The stock is now traded at around $183.37. The impact to a portfolio due to this purchase was 0.28%. The holding were 21,940 shares as of .

Added: Amazon.com Inc (AMZN)

Price Wealth Management, Inc. added to a holding in Amazon.com Inc by 55.91%. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $1877.94. The impact to a portfolio due to this purchase was 0.24%. The holding were 1,135 shares as of .

Added: Comcast Corp (CMCSA)

Price Wealth Management, Inc. added to a holding in Comcast Corp by 4257.69%. The purchase prices were between $42.07 and $46.08, with an estimated average price of $44.51. The stock is now traded at around $46.87. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,064 shares as of .

Added: Booking Holdings Inc (BKNG)

Price Wealth Management, Inc. added to a holding in Booking Holdings Inc by 63.86%. The purchase prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19. The stock is now traded at around $2054.75. The impact to a portfolio due to this purchase was 0.07%. The holding were 272 shares as of .

Added: Charles Schwab Corp (SCHW)

Price Wealth Management, Inc. added to a holding in Charles Schwab Corp by 49.95%. The purchase prices were between $35.1 and $51.07, with an estimated average price of $44.34. The stock is now traded at around $49.00. The impact to a portfolio due to this purchase was 0.07%. The holding were 13,885 shares as of .

Added: Alphabet Inc (GOOG)

Price Wealth Management, Inc. added to a holding in Alphabet Inc by 53.03%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1451.70. The impact to a portfolio due to this purchase was 0.03%. The holding were 202 shares as of .

Sold Out: eBay Inc (EBAY)

Price Wealth Management, Inc. sold out a holding in eBay Inc. The sale prices were between $34.57 and $39.26, with an estimated average price of $36.19.

Sold Out: Fox Corp (FOX)

Price Wealth Management, Inc. sold out a holding in Fox Corp. The sale prices were between $30.04 and $36.8, with an estimated average price of $33.69.

Sold Out: Fox Corp (FOXA)

Price Wealth Management, Inc. sold out a holding in Fox Corp. The sale prices were between $30.06 and $37.57, with an estimated average price of $34.36.

Sold Out: Financial Select Sector SPDR Fund (XLF)

Price Wealth Management, Inc. sold out a holding in Financial Select Sector SPDR Fund. The sale prices were between $26.78 and $30.94, with an estimated average price of $29.41.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Price Wealth Management, Inc. sold out a holding in Royal Dutch Shell PLC. The sale prices were between $56.21 and $60.37, with an estimated average price of $58.39.

Sold Out: iShares International Select Dividend ETF (IDV)

Price Wealth Management, Inc. sold out a holding in iShares International Select Dividend ETF. The sale prices were between $29.45 and $33.61, with an estimated average price of $31.85.



Here is the complete portfolio of Price Wealth Management, Inc.. Also check out:

1. Price Wealth Management, Inc.'s Undervalued Stocks
2. Price Wealth Management, Inc.'s Top Growth Companies, and
3. Price Wealth Management, Inc.'s High Yield stocks
4. Stocks that Price Wealth Management, Inc. keeps buying