WEALTHFRONT CORP historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2014-03-31 to 2016-09-30, WEALTHFRONT CORP opened 1,054 positions, added to 2,483, reduced 591 and sold out of 1,286.
- Q2 2015: Stock META; Country of operation United States; Class COM; Shares before 252,052.
- Q2 2015: Stock AAPL; Country of operation United States; Class COM; Shares before 39,701.
- Q2 2015: Stock T; Country of operation United States; Class COM; Shares before 15,166.
- Q2 2015: Stock JPM; Country of operation United States; Class COM; Shares before 20,500.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1524566), 10 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-17); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-18); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-18); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-18); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-24). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2015 | META
FACEBOOK INC | United States | COM | 252,052 | 262,686 | +10,634 | $20,722,000 | $22,529,000 | +$1,807,000 | 2015-08-18 |
|---|
| Q2 2015 | AAPL
APPLE INC | United States | COM | 39,701 | 53,643 | +13,942 | $4,940,000 | $6,728,000 | +$1,788,000 | 2015-08-18 |
|---|
| Q2 2015 | T
AT&T INC | United States | COM | 15,166 | 50,948 | +35,782 | $495,000 | $1,810,000 | +$1,315,000 | 2015-08-18 |
|---|
| Q2 2015 | JPM
JPMORGAN CHASE | United States | COM | 20,500 | 37,483 | +16,983 | $1,242,000 | $2,540,000 | +$1,298,000 | 2015-08-18 |
|---|
| Q2 2015 | MSFT
MICROSOFT CORP | United States | COM | 39,872 | 66,082 | +26,210 | $1,621,000 | $2,918,000 | +$1,297,000 | 2015-08-18 |
|---|
| Q2 2015 | AMZN
AMAZON.COM INC | United States | COM | 2,305 | 4,950 | +2,645 | $858,000 | $2,149,000 | +$1,291,000 | 2015-08-18 |
|---|
| Q2 2015 | WFC
WELLS FARGO & C | United States | COM | 40,740 | 56,410 | +15,670 | $2,216,000 | $3,172,000 | +$956,000 | 2015-08-18 |
|---|
| Q2 2015 | BAC
BANK OF AMERICA | United States | COM | 27,081 | 77,172 | +50,091 | $417,000 | $1,313,000 | +$896,000 | 2015-08-18 |
|---|
| Q2 2015 | GILD
GILEAD SCIENCES | United States | COM | 9,380 | 15,228 | +5,848 | $920,000 | $1,783,000 | +$863,000 | 2015-08-18 |
|---|
| Q2 2015 | DIS
WALT DISNEY CO | United States | COM | 11,575 | 18,180 | +6,605 | $1,214,000 | $2,075,000 | +$861,000 | 2015-08-18 |
|---|
| Q2 2015 | ABBV
ABBVIE INC | United States | COM | 9,308 | 19,329 | +10,021 | $545,000 | $1,299,000 | +$754,000 | 2015-08-18 |
|---|
| Q2 2015 | MDLZ
MONDELEZ INTERN | United States | COM | 4,277 | 19,173 | +14,896 | $154,000 | $789,000 | +$635,000 | 2015-08-18 |
|---|
| Q2 2015 | NKE
NIKE INC-CL B | United States | COM | 5,839 | 10,588 | +4,749 | $586,000 | $1,144,000 | +$558,000 | 2015-08-18 |
|---|
| Q2 2015 | MRK
MERCK & CO INC | United States | COM | 11,153 | 20,658 | +9,505 | $641,000 | $1,176,000 | +$535,000 | 2015-08-18 |
|---|
| Q2 2015 | CAT
CATERPILLAR INC | United States | COM | 3,179 | 9,175 | +5,996 | $254,000 | $778,000 | +$524,000 | 2015-08-18 |
|---|
| Q2 2015 | CMCSA
COMCAST CORP | United States | COM | 16,923 | 24,475 | +7,552 | $956,000 | $1,472,000 | +$516,000 | 2015-08-18 |
|---|
| Q2 2015 | V
VISA INC | United States | COM | 9,274 | 16,530 | +7,256 | $607,000 | $1,110,000 | +$503,000 | 2015-08-18 |
|---|
| Q2 2015 | LLY
ELI LILLY & CO | United States | COM | 10,401 | 14,990 | +4,589 | $756,000 | $1,252,000 | +$496,000 | 2015-08-18 |
|---|
| Q2 2015 | CVS
CVS HEALTH CORP | United States | COM | 10,265 | 14,220 | +3,955 | $1,059,000 | $1,491,000 | +$432,000 | 2015-08-18 |
|---|
| Q2 2015 | PM
PHILIP MORRIS I | United States | COM | 2,125 | 7,125 | +5,000 | $160,000 | $571,000 | +$411,000 | 2015-08-18 |
|---|
| Q2 2015 | CVX
CHEVRON CORPORA | United States | COM | 3,498 | 7,989 | +4,491 | $367,000 | $771,000 | +$404,000 | 2015-08-18 |
|---|
| Q2 2015 | AIG
AMERICAN INTERN | United States | COM | 10,935 | 15,967 | +5,032 | $599,000 | $987,000 | +$388,000 | 2015-08-18 |
|---|
| Q2 2015 | PFE
PFIZER INC | United States | COM | 38,502 | 51,401 | +12,899 | $1,339,000 | $1,723,000 | +$384,000 | 2015-08-18 |
|---|
| Q2 2015 | MA
MASTERCARD INCO | United States | COM | 5,700 | 9,306 | +3,606 | $492,000 | $870,000 | +$378,000 | 2015-08-18 |
|---|
| Q2 2015 | KO
COCA COLA COMPA | United States | COM | 13,579 | 23,666 | +10,087 | $551,000 | $928,000 | +$377,000 | 2015-08-18 |
|---|
| Q2 2015 | SBUX
STARBUCKS CORP | United States | COM | 4,967 | 15,794 | +10,827 | $470,000 | $847,000 | +$377,000 | 2015-08-18 |
|---|
| Q2 2015 | GD
GENERAL DYNAMIC | United States | COM | 3,198 | 5,703 | +2,505 | $434,000 | $808,000 | +$374,000 | 2015-08-18 |
|---|
| Q2 2015 | HD
HOME DEPOT INC | United States | COM | 10,901 | 14,402 | +3,501 | $1,238,000 | $1,600,000 | +$362,000 | 2015-08-18 |
|---|
| Q2 2015 | OXY
OCCIDENTAL PETE | United States | COM | 1,627 | 5,977 | +4,350 | $119,000 | $465,000 | +$346,000 | 2015-08-18 |
|---|
| Q2 2015 | IBM
INTERNATIONAL B | United States | COM | 4,955 | 6,996 | +2,041 | $795,000 | $1,138,000 | +$343,000 | 2015-08-18 |
|---|
| Q2 2015 | C
CITIGROUP INC | United States | COM | 28,876 | 33,125 | +4,249 | $1,488,000 | $1,830,000 | +$342,000 | 2015-08-18 |
|---|
| Q2 2015 | BMY
BRISTOL MYERS S | United States | COM | 11,386 | 16,070 | +4,684 | $734,000 | $1,069,000 | +$335,000 | 2015-08-18 |
|---|
| Q2 2015 | GS
GOLDMAN SACHS G | United States | COM | 3,893 | 5,085 | +1,192 | $732,000 | $1,062,000 | +$330,000 | 2015-08-18 |
|---|
| Q2 2015 | ABT
ABBOTT LABORATO | United States | COM | 13,083 | 18,944 | +5,861 | $606,000 | $930,000 | +$324,000 | 2015-08-18 |
|---|
| Q2 2015 | NFLX
NETFLIX COM INC | United States | COM | 442 | 769 | +327 | $184,000 | $505,000 | +$321,000 | 2015-08-18 |
|---|
| Q2 2015 | ACN
ACCENTURE PLC I | | SHS CLASS A | 4,388 | 7,558 | +3,170 | $411,000 | $731,000 | +$320,000 | 2015-08-18 |
|---|
| Q2 2015 | COP
CONOCOPHILLIPS | United States | COM | 5,410 | 10,617 | +5,207 | $337,000 | $652,000 | +$315,000 | 2015-08-18 |
|---|
| Q2 2015 | UPS
UNITED PARCEL S | United States | COM | 4,130 | 7,201 | +3,071 | $400,000 | $698,000 | +$298,000 | 2015-08-18 |
|---|
| Q2 2015 | MET
METLIFE INC | United States | COM | 7,664 | 11,953 | +4,289 | $387,000 | $669,000 | +$282,000 | 2015-08-18 |
|---|
| Q2 2015 | UNH
UNITEDHEALTH GR | United States | COM | 9,646 | 11,635 | +1,989 | $1,141,000 | $1,419,000 | +$278,000 | 2015-08-18 |
|---|
| Q2 2015 | MS
MORGAN STANLEY | United States | COM | 20,077 | 24,273 | +4,196 | $717,000 | $942,000 | +$225,000 | 2015-08-18 |
|---|
| Q2 2015 | SLB
SCHLUMBERGER LT | | COM | 6,994 | 9,134 | +2,140 | $584,000 | $787,000 | +$203,000 | 2015-08-18 |
|---|
| Q2 2015 | YUM
YUM BRANDS INC | United States | COM | 5,027 | 6,514 | +1,487 | $396,000 | $587,000 | +$191,000 | 2015-08-18 |
|---|
| Q2 2015 | COF
CAPITAL ONE FIN | United States | COM | 3,023 | 4,859 | +1,836 | $238,000 | $427,000 | +$189,000 | 2015-08-18 |
|---|
| Q2 2015 | AXP
AMERICAN EXPRES | United States | COM | 2,492 | 4,877 | +2,385 | $195,000 | $379,000 | +$184,000 | 2015-08-18 |
|---|
| Q2 2015 | INTC
INTEL CORP | United States | COM | 26,396 | 32,934 | +6,538 | $825,000 | $1,002,000 | +$177,000 | 2015-08-18 |
|---|
| Q2 2015 | PRU
PRUDENTIAL FINA | United States | COM | 2,671 | 4,445 | +1,774 | $215,000 | $389,000 | +$174,000 | 2015-08-18 |
|---|
| Q2 2015 | FDX
FEDEX CORP | United States | COM | 2,125 | 3,081 | +956 | $352,000 | $525,000 | +$173,000 | 2015-08-18 |
|---|
| Q2 2015 | EBAY
EBAY INC | United States | COM | 8,800 | 11,056 | +2,256 | $508,000 | $666,000 | +$158,000 | 2015-08-18 |
|---|
| Q2 2015 | HONZZZZ
HONEYWELL INTL | | COM | 2,808 | 4,378 | +1,570 | $293,000 | $446,000 | +$153,000 | 2015-08-18 |
|---|
| Q2 2015 | LYB
LYONDELLBASELL | | COM | 2,999 | 4,010 | +1,011 | $263,000 | $415,000 | +$152,000 | 2015-08-18 |
|---|
| Q2 2015 | TGT
TARGET CORP | United States | COM | 5,360 | 7,191 | +1,831 | $440,000 | $587,000 | +$147,000 | 2015-08-18 |
|---|
| Q2 2015 | EMR
EMERSON ELECTRI | United States | COM | 2,476 | 5,172 | +2,696 | $140,000 | $287,000 | +$147,000 | 2015-08-18 |
|---|
| Q2 2015 | USB
US BANCORP DEL | United States | COM | 6,142 | 9,517 | +3,375 | $268,000 | $413,000 | +$145,000 | 2015-08-18 |
|---|
| Q2 2015 | MPC
MARATHON PETE C | United States | COM | 1,778 | 6,131 | +4,353 | $182,000 | $321,000 | +$139,000 | 2015-08-18 |
|---|
| Q2 2015 | BFB
BROWN-FORMAN CO | | COM | 1,888 | 3,053 | +1,165 | $171,000 | $306,000 | +$135,000 | 2015-08-18 |
|---|
| Q2 2015 | ORCL
ORACLE CORPORAT | United States | COM | 20,850 | 25,681 | +4,831 | $900,000 | $1,035,000 | +$135,000 | 2015-08-18 |
|---|
| Q2 2015 | HCA
HCA HOLDINGS IN | United States | COM | 1,125 | 2,419 | +1,294 | $85,000 | $219,000 | +$134,000 | 2015-08-18 |
|---|
| Q2 2015 | CAG
CONAGRA FOODS I | United States | COM | 6,309 | 8,277 | +1,968 | $230,000 | $362,000 | +$132,000 | 2015-08-18 |
|---|
| Q2 2015 | SYK
STRYKER CORP | United States | COM | 3,631 | 4,843 | +1,212 | $335,000 | $463,000 | +$128,000 | 2015-08-18 |
|---|
| Q2 2015 | MMM
3M COMPANY | United States | COM | 4,071 | 5,169 | +1,098 | $672,000 | $798,000 | +$126,000 | 2015-08-18 |
|---|
| Q2 2015 | REGN
REGENERON PHARM | United States | COM | 668 | 829 | +161 | $302,000 | $423,000 | +$121,000 | 2015-08-18 |
|---|
| Q2 2015 | VRTX
VERTEX PHARMACE | United States | COM | 3,386 | 4,205 | +819 | $399,000 | $519,000 | +$120,000 | 2015-08-18 |
|---|
| Q2 2015 | XOMXXXX
EXXON MOBIL COR | | COM | 10,747 | 12,405 | +1,658 | $913,000 | $1,032,000 | +$119,000 | 2015-08-18 |
|---|
| Q2 2015 | VLO
VALERO ENERGY C | United States | COM | 4,249 | 6,201 | +1,952 | $270,000 | $388,000 | +$118,000 | 2015-08-18 |
|---|
| Q2 2015 | EXC
EXELON CORPORAT | United States | COM | 5,641 | 9,772 | +4,131 | $190,000 | $307,000 | +$117,000 | 2015-08-18 |
|---|
| Q2 2015 | ADM
ARCHER-DANIELS- | United States | COM | 4,365 | 6,540 | +2,175 | $207,000 | $315,000 | +$108,000 | 2015-08-18 |
|---|
| Q2 2015 | BNY
BANK NEW YORK M | United States | COM | 9,022 | 11,229 | +2,207 | $363,000 | $471,000 | +$108,000 | 2015-08-18 |
|---|
| Q2 2015 | CRM
SALESFORCE.COM | United States | COM | 5,427 | 6,757 | +1,330 | $363,000 | $470,000 | +$107,000 | 2015-08-18 |
|---|
| Q2 2015 | AMGN
AMGEN INC | United States | COM | 4,530 | 5,394 | +864 | $724,000 | $828,000 | +$104,000 | 2015-08-18 |
|---|
| Q2 2015 | ELV
ANTHEM INC | United States | COM | 2,330 | 2,811 | +481 | $360,000 | $461,000 | +$101,000 | 2015-08-18 |
|---|
| Q2 2015 | PNC
PNC FINANCIAL S | United States | COM | 3,687 | 4,653 | +966 | $344,000 | $445,000 | +$101,000 | 2015-08-18 |
|---|
| Q2 2015 | M
MACYS INC | United States | COM | 2,804 | 4,158 | +1,354 | $182,000 | $281,000 | +$99,000 | 2015-08-18 |
|---|
| Q2 2015 | EMN
EASTMAN CHEMICA | United States | COM | 491 | 1,609 | +1,118 | $34,000 | $132,000 | +$98,000 | 2015-08-18 |
|---|
| Q2 2015 | TSN
TYSON FOODS INC | United States | COM | 2,010 | 3,836 | +1,826 | $77,000 | $164,000 | +$87,000 | 2015-08-18 |
|---|
| Q2 2015 | HAS
HASBRO INC | United States | COM | 1,648 | 2,544 | +896 | $104,000 | $190,000 | +$86,000 | 2015-08-18 |
|---|
| Q2 2015 | STT
STATE STREET CO | United States | COM | 3,159 | 4,110 | +951 | $232,000 | $316,000 | +$84,000 | 2015-08-18 |
|---|
| Q2 2015 | PRGO
PERRIGO COMPANY | Ireland | COM | 1,694 | 1,954 | +260 | $280,000 | $361,000 | +$81,000 | 2015-08-18 |
|---|
| Q2 2015 | HUM
HUMANA INC | United States | COM | 1,864 | 2,155 | +291 | $332,000 | $412,000 | +$80,000 | 2015-08-18 |
|---|
| Q2 2015 | EA
ELECTRONIC ARTS | United States | COM | 3,670 | 4,442 | +772 | $216,000 | $295,000 | +$79,000 | 2015-08-18 |
|---|
| Q2 2015 | MAT
MATTEL INC | United States | COM | 1,265 | 4,212 | +2,947 | $29,000 | $108,000 | +$79,000 | 2015-08-18 |
|---|
| Q2 2015 | MCK
MCKESSON CORP | United States | COM | 2,039 | 2,397 | +358 | $461,000 | $539,000 | +$78,000 | 2015-08-18 |
|---|
| Q2 2015 | MCO
MOODYS CORP | United States | COM | 2,231 | 2,864 | +633 | $232,000 | $309,000 | +$77,000 | 2015-08-18 |
|---|
| Q2 2015 | NEE
NEXTERA ENERGY | United States | COM | 2,318 | 3,236 | +918 | $241,000 | $317,000 | +$76,000 | 2015-08-18 |
|---|
| Q2 2015 | TMO
THERMO FISHER S | United States | COM | 1,445 | 2,074 | +629 | $194,000 | $269,000 | +$75,000 | 2015-08-18 |
|---|
| Q2 2015 | UHS
UNIVERSAL HEALT | United States | COM | 792 | 1,164 | +372 | $93,000 | $165,000 | +$72,000 | 2015-08-18 |
|---|
| Q2 2015 | TSCO
TRACTOR SUPPLY | United States | COM | 1,027 | 1,757 | +730 | $87,000 | $158,000 | +$71,000 | 2015-08-18 |
|---|
| Q2 2015 | BA
BOEING CO | United States | COM | 2,860 | 3,599 | +739 | $429,000 | $499,000 | +$70,000 | 2015-08-18 |
|---|
| Q2 2015 | SWK
STANLEY BLACK & | United States | COM | 1,565 | 2,081 | +516 | $149,000 | $219,000 | +$70,000 | 2015-08-18 |
|---|
| Q2 2015 | PSX
PHILLIPS 66 | United States | COM | 4,124 | 4,889 | +765 | $324,000 | $394,000 | +$70,000 | 2015-08-18 |
|---|
| Q2 2015 | GIS
GENERAL MILLS I | United States | COM | 4,953 | 6,256 | +1,303 | $280,000 | $349,000 | +$69,000 | 2015-08-18 |
|---|
| Q2 2015 | SWKS
SKYWORKS SOLUTI | United States | COM | 345 | 986 | +641 | $34,000 | $103,000 | +$69,000 | 2015-08-18 |
|---|
| Q2 2015 | ROK
ROCKWELL AUTOMA | United States | COM | 823 | 1,311 | +488 | $95,000 | $163,000 | +$68,000 | 2015-08-18 |
|---|
| Q2 2015 | DVN
DEVON ENERGY CO | United States | COM | 2,928 | 4,109 | +1,181 | $177,000 | $244,000 | +$67,000 | 2015-08-18 |
|---|
| Q2 2015 | ADBE
ADOBE SYSTEMS I | United States | COM | 4,512 | 4,920 | +408 | $334,000 | $399,000 | +$65,000 | 2015-08-18 |
|---|
| Q2 2015 | CF
CF INDUSTRIES H | United States | COM | 869 | 4,859 | +3,990 | $247,000 | $312,000 | +$65,000 | 2015-08-18 |
|---|
| Q2 2015 | STZ
CONSTELLATION B | United States | COM | 1,973 | 2,530 | +557 | $229,000 | $294,000 | +$65,000 | 2015-08-18 |
|---|
| Q2 2015 | ORLY
O REILLY AUTOMO | United States | COM | 1,386 | 1,610 | +224 | $300,000 | $364,000 | +$64,000 | 2015-08-18 |
|---|
| Q2 2015 | MRSH
MARSH & MCLENNA | United States | COM | 5,087 | 6,117 | +1,030 | $285,000 | $347,000 | +$62,000 | 2015-08-18 |
|---|
| Q2 2015 | DE
DEERE & CO | United States | COM | 3,388 | 3,666 | +278 | $297,000 | $356,000 | +$59,000 | 2015-08-18 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |