WEALTHFRONT CORP historic quarter change: USA Stocks, New
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.
- Q4 2014: Stock META; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock AAPL; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock MSFT; Country of operation United States; Class COM; Shares before 0.
- Q4 2014: Stock BRKB; Country of operation —; Class COM; Shares before 0.
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 |
|---|
| Q4 2014 | META
FACEBOOK INC | United States | COM | 0 | 244,332 | +244,332 | $0 | $19,063,000 | +$19,063,000 | 2015-02-17 |
|---|
| Q4 2014 | AAPL
APPLE INC | United States | COM | 0 | 34,822 | +34,822 | $0 | $3,844,000 | +$3,844,000 | 2015-02-17 |
|---|
| Q4 2014 | MSFT
MICROSOFT CORP | United States | COM | 0 | 53,604 | +53,604 | $0 | $2,490,000 | +$2,490,000 | 2015-02-17 |
|---|
| Q4 2014 | BRKB
BERKSHIRE HATHA | | COM | 0 | 14,840 | +14,840 | $0 | $2,228,000 | +$2,228,000 | 2015-02-17 |
|---|
| Q4 2014 | JNJ
JOHNSON & JOHNS | United States | COM | 0 | 19,009 | +19,009 | $0 | $1,988,000 | +$1,988,000 | 2015-02-17 |
|---|
| Q4 2014 | WFC
WELLS FARGO & C | United States | COM | 0 | 35,303 | +35,303 | $0 | $1,935,000 | +$1,935,000 | 2015-02-17 |
|---|
| Q4 2014 | PG
PROCTER & GAMBL | United States | COM | 0 | 17,966 | +17,966 | $0 | $1,637,000 | +$1,637,000 | 2015-02-17 |
|---|
| Q4 2014 | XOMXXXX
EXXON MOBIL COR | | COM | 0 | 16,599 | +16,599 | $0 | $1,535,000 | +$1,535,000 | 2015-02-17 |
|---|
| Q4 2014 | JPM
JPMORGAN CHASE | United States | COM | 0 | 21,602 | +21,602 | $0 | $1,352,000 | +$1,352,000 | 2015-02-17 |
|---|
| Q4 2014 | INTC
INTEL CORP | United States | COM | 0 | 35,866 | +35,866 | $0 | $1,302,000 | +$1,302,000 | 2015-02-17 |
|---|
| Q4 2014 | C
CITIGROUP INC | United States | COM | 0 | 24,061 | +24,061 | $0 | $1,302,000 | +$1,302,000 | 2015-02-17 |
|---|
| Q4 2014 | BAC
BANK OF AMERICA | United States | COM | 0 | 66,207 | +66,207 | $0 | $1,184,000 | +$1,184,000 | 2015-02-17 |
|---|
| Q4 2014 | KO
COCA COLA COMPA | United States | COM | 0 | 25,753 | +25,753 | $0 | $1,087,000 | +$1,087,000 | 2015-02-17 |
|---|
| Q4 2014 | PEP
PEPSICO INC | United States | COM | 0 | 11,439 | +11,439 | $0 | $1,082,000 | +$1,082,000 | 2015-02-17 |
|---|
| Q4 2014 | CSCO
CISCO SYSTEMS I | United States | COM | 0 | 37,932 | +37,932 | $0 | $1,055,000 | +$1,055,000 | 2015-02-17 |
|---|
| Q4 2014 | UNP
UNION PACIFIC C | United States | COM | 0 | 8,724 | +8,724 | $0 | $1,039,000 | +$1,039,000 | 2015-02-17 |
|---|
| Q4 2014 | DIS
WALT DISNEY CO | United States | COM | 0 | 10,142 | +10,142 | $0 | $955,000 | +$955,000 | 2015-02-17 |
|---|
| Q4 2014 | HD
HOME DEPOT INC | United States | COM | 0 | 9,038 | +9,038 | $0 | $949,000 | +$949,000 | 2015-02-17 |
|---|
| Q4 2014 | CVS
CVS HEALTH CORP | United States | COM | 0 | 9,107 | +9,107 | $0 | $877,000 | +$877,000 | 2015-02-17 |
|---|
| Q4 2014 | MRK
MERCK & CO INC | United States | COM | 0 | 15,219 | +15,219 | $0 | $864,000 | +$864,000 | 2015-02-17 |
|---|
| Q4 2014 | ORCL
ORACLE CORPORAT | United States | COM | 0 | 19,064 | +19,064 | $0 | $857,000 | +$857,000 | 2015-02-17 |
|---|
| Q4 2014 | WMT
WAL-MART STORES | United States | COM | 0 | 8,882 | +8,882 | $0 | $763,000 | +$763,000 | 2015-02-17 |
|---|
| Q4 2014 | CMCSA
COMCAST CORP | United States | COM | 0 | 13,105 | +13,105 | $0 | $760,000 | +$760,000 | 2015-02-17 |
|---|
| Q4 2014 | GS
GOLDMAN SACHS G | United States | COM | 0 | 3,910 | +3,910 | $0 | $758,000 | +$758,000 | 2015-02-17 |
|---|
| Q4 2014 | GILD
GILEAD SCIENCES | United States | COM | 0 | 7,977 | +7,977 | $0 | $752,000 | +$752,000 | 2015-02-17 |
|---|
| Q4 2014 | UNH
UNITEDHEALTH GR | United States | COM | 0 | 7,416 | +7,416 | $0 | $750,000 | +$750,000 | 2015-02-17 |
|---|
| Q4 2014 | PM
PHILIP MORRIS I | United States | COM | 0 | 8,722 | +8,722 | $0 | $710,000 | +$710,000 | 2015-02-17 |
|---|
| Q4 2014 | PFE
PFIZER INC | United States | COM | 0 | 21,132 | +21,132 | $0 | $658,000 | +$658,000 | 2015-02-17 |
|---|
| Q4 2014 | AMGN
AMGEN INC | United States | COM | 0 | 4,098 | +4,098 | $0 | $653,000 | +$653,000 | 2015-02-17 |
|---|
| Q4 2014 | ABBV
ABBVIE INC | United States | COM | 0 | 9,930 | +9,930 | $0 | $650,000 | +$650,000 | 2015-02-17 |
|---|
| Q4 2014 | LLY
ELI LILLY & CO | United States | COM | 0 | 9,316 | +9,316 | $0 | $643,000 | +$643,000 | 2015-02-17 |
|---|
| Q4 2014 | MS
MORGAN STANLEY | United States | COM | 0 | 16,428 | +16,428 | $0 | $637,000 | +$637,000 | 2015-02-17 |
|---|
| Q4 2014 | MO
ALTRIA GROUP IN | United States | COM | 0 | 12,371 | +12,371 | $0 | $610,000 | +$610,000 | 2015-02-17 |
|---|
| Q4 2014 | LMT
LOCKHEED MARTIN | United States | COM | 0 | 3,145 | +3,145 | $0 | $606,000 | +$606,000 | 2015-02-17 |
|---|
| Q4 2014 | BMY
BRISTOL MYERS S | United States | COM | 0 | 9,935 | +9,935 | $0 | $586,000 | +$586,000 | 2015-02-17 |
|---|
| Q4 2014 | IBM
INTERNATIONAL B | United States | COM | 0 | 3,600 | +3,600 | $0 | $578,000 | +$578,000 | 2015-02-17 |
|---|
| Q4 2014 | V
VISA INC | United States | COM | 0 | 2,004 | +2,004 | $0 | $525,000 | +$525,000 | 2015-02-17 |
|---|
| Q4 2014 | UPS
UNITED PARCEL S | United States | COM | 0 | 4,678 | +4,678 | $0 | $520,000 | +$520,000 | 2015-02-17 |
|---|
| Q4 2014 | MMM
3M COMPANY | United States | COM | 0 | 3,077 | +3,077 | $0 | $506,000 | +$506,000 | 2015-02-17 |
|---|
| Q4 2014 | NKE
NIKE INC-CL B | United States | COM | 0 | 5,088 | +5,088 | $0 | $489,000 | +$489,000 | 2015-02-17 |
|---|
| Q4 2014 | EOG
EOG RES INC | United States | COM | 0 | 5,213 | +5,213 | $0 | $480,000 | +$480,000 | 2015-02-17 |
|---|
| Q4 2014 | ABT
ABBOTT LABORATO | United States | COM | 0 | 10,218 | +10,218 | $0 | $460,000 | +$460,000 | 2015-02-17 |
|---|
| Q4 2014 | COST
COSTCO WHOLESAL | United States | COM | 0 | 3,209 | +3,209 | $0 | $455,000 | +$455,000 | 2015-02-17 |
|---|
| Q4 2014 | GD
GENERAL DYNAMIC | United States | COM | 0 | 3,256 | +3,256 | $0 | $448,000 | +$448,000 | 2015-02-17 |
|---|
| Q4 2014 | KMI
KINDER MORGAN I | United States | COM | 0 | 10,557 | +10,557 | $0 | $447,000 | +$447,000 | 2015-02-17 |
|---|
| Q4 2014 | VZ
VERIZON COMMUNI | United States | COM | 0 | 9,398 | +9,398 | $0 | $440,000 | +$440,000 | 2015-02-17 |
|---|
| Q4 2014 | AMZN
AMAZON.COM INC | United States | COM | 0 | 1,333 | +1,333 | $0 | $414,000 | +$414,000 | 2015-02-17 |
|---|
| Q4 2014 | DUK
DUKE ENERGY COR | United States | COM | 0 | 4,840 | +4,840 | $0 | $404,000 | +$404,000 | 2015-02-17 |
|---|
| Q4 2014 | MA
MASTERCARD INCO | United States | COM | 0 | 4,644 | +4,644 | $0 | $400,000 | +$400,000 | 2015-02-17 |
|---|
| Q4 2014 | CL
COLGATE PALMOLI | United States | COM | 0 | 5,763 | +5,763 | $0 | $399,000 | +$399,000 | 2015-02-17 |
|---|
| Q4 2014 | COF
CAPITAL ONE FIN | United States | COM | 0 | 4,763 | +4,763 | $0 | $393,000 | +$393,000 | 2015-02-17 |
|---|
| Q4 2014 | TRV
THE TRAVELERS C | United States | COM | 0 | 3,658 | +3,658 | $0 | $387,000 | +$387,000 | 2015-02-17 |
|---|
| Q4 2014 | SO
SOUTHERN CO | United States | COM | 0 | 7,584 | +7,584 | $0 | $372,000 | +$372,000 | 2015-02-17 |
|---|
| Q4 2014 | QCOM
QUALCOMM INC | United States | COM | 0 | 4,817 | +4,817 | $0 | $358,000 | +$358,000 | 2015-02-17 |
|---|
| Q4 2014 | COP
CONOCOPHILLIPS | United States | COM | 0 | 5,179 | +5,179 | $0 | $358,000 | +$358,000 | 2015-02-17 |
|---|
| Q4 2014 | OXY
OCCIDENTAL PETE | United States | COM | 0 | 4,340 | +4,340 | $0 | $350,000 | +$350,000 | 2015-02-17 |
|---|
| Q4 2014 | EXC
EXELON CORPORAT | United States | COM | 0 | 9,407 | +9,407 | $0 | $349,000 | +$349,000 | 2015-02-17 |
|---|
| Q4 2014 | LUV
SOUTHWEST AIRLI | United States | COM | 0 | 8,194 | +8,194 | $0 | $347,000 | +$347,000 | 2015-02-17 |
|---|
| Q4 2014 | SPG
SIMON PROPERTY | United States | COM | 0 | 1,900 | +1,900 | $0 | $346,000 | +$346,000 | 2015-02-17 |
|---|
| Q4 2014 | AMT
AMERICAN TOWER | United States | COM | 0 | 3,502 | +3,502 | $0 | $346,000 | +$346,000 | 2015-02-17 |
|---|
| Q4 2014 | ALL
ALLSTATE CORP | United States | COM | 0 | 4,885 | +4,885 | $0 | $343,000 | +$343,000 | 2015-02-17 |
|---|
| Q4 2014 | MCK
MCKESSON CORP | United States | COM | 0 | 1,647 | +1,647 | $0 | $342,000 | +$342,000 | 2015-02-17 |
|---|
| Q4 2014 | BIIB
BIOGEN IDEC INC | United States | COM | 0 | 985 | +985 | $0 | $334,000 | +$334,000 | 2015-02-17 |
|---|
| Q4 2014 | CSX
CSX CORP | United States | COM | 0 | 9,123 | +9,123 | $0 | $331,000 | +$331,000 | 2015-02-17 |
|---|
| Q4 2014 | VRTX
VERTEX PHARMACE | United States | COM | 0 | 2,745 | +2,745 | $0 | $326,000 | +$326,000 | 2015-02-17 |
|---|
| Q4 2014 | FDX
FEDEX CORP | United States | COM | 0 | 1,869 | +1,869 | $0 | $325,000 | +$325,000 | 2015-02-17 |
|---|
| Q4 2014 | CME
CME GROUP INC | United States | COM | 0 | 3,635 | +3,635 | $0 | $322,000 | +$322,000 | 2015-02-17 |
|---|
| Q4 2014 | SYK
STRYKER CORP | United States | COM | 0 | 3,399 | +3,399 | $0 | $321,000 | +$321,000 | 2015-02-17 |
|---|
| Q4 2014 | T
AT&T INC | United States | COM | 0 | 9,480 | +9,480 | $0 | $318,000 | +$318,000 | 2015-02-17 |
|---|
| Q4 2014 | ICE
INTERCONTINENTA | United States | COM | 0 | 1,436 | +1,436 | $0 | $315,000 | +$315,000 | 2015-02-17 |
|---|
| Q4 2014 | LOW
LOWES COMPANIES | United States | COM | 0 | 4,573 | +4,573 | $0 | $315,000 | +$315,000 | 2015-02-17 |
|---|
| Q4 2014 | PRGO
PERRIGO COMPANY | Ireland | COM | 0 | 1,809 | +1,809 | $0 | $302,000 | +$302,000 | 2015-02-17 |
|---|
| Q4 2014 | BDX
BECTON DICKINSO | United States | COM | 0 | 2,162 | +2,162 | $0 | $301,000 | +$301,000 | 2015-02-17 |
|---|
| Q4 2014 | EBAY
EBAY INC | United States | COM | 0 | 5,367 | +5,367 | $0 | $301,000 | +$301,000 | 2015-02-17 |
|---|
| Q4 2014 | KR
KROGER CO | United States | COM | 0 | 4,674 | +4,674 | $0 | $300,000 | +$300,000 | 2015-02-17 |
|---|
| Q4 2014 | AIG
AMERICAN INTERN | United States | COM | 0 | 5,355 | +5,355 | $0 | $300,000 | +$300,000 | 2015-02-17 |
|---|
| Q4 2014 | MCO
MOODYS CORP | United States | COM | 0 | 3,098 | +3,098 | $0 | $297,000 | +$297,000 | 2015-02-17 |
|---|
| Q4 2014 | NSC
NORFOLK SOUTHER | United States | COM | 0 | 2,660 | +2,660 | $0 | $292,000 | +$292,000 | 2015-02-17 |
|---|
| Q4 2014 | NAVI
NAVIENT CORPORA | United States | COM | 0 | 13,295 | +13,295 | $0 | $287,000 | +$287,000 | 2015-02-17 |
|---|
| Q4 2014 | DHR
DANAHER CORP | United States | COM | 0 | 3,234 | +3,234 | $0 | $277,000 | +$277,000 | 2015-02-17 |
|---|
| Q4 2014 | NOC
NORTHROP GRUMMA | United States | COM | 0 | 1,862 | +1,862 | $0 | $274,000 | +$274,000 | 2015-02-17 |
|---|
| Q4 2014 | ADBE
ADOBE SYSTEMS I | United States | COM | 0 | 3,771 | +3,771 | $0 | $274,000 | +$274,000 | 2015-02-17 |
|---|
| Q4 2014 | SBUX
STARBUCKS CORP | United States | COM | 0 | 3,325 | +3,325 | $0 | $273,000 | +$273,000 | 2015-02-17 |
|---|
| Q4 2014 | YUM
YUM BRANDS INC | United States | COM | 0 | 3,740 | +3,740 | $0 | $272,000 | +$272,000 | 2015-02-17 |
|---|
| Q4 2014 | PNC
PNC FINANCIAL S | United States | COM | 0 | 2,973 | +2,973 | $0 | $271,000 | +$271,000 | 2015-02-17 |
|---|
| Q4 2014 | TJX
TJX COMPANIES I | United States | COM | 0 | 3,953 | +3,953 | $0 | $271,000 | +$271,000 | 2015-02-17 |
|---|
| Q4 2014 | TGT
TARGET CORP | United States | COM | 0 | 3,524 | +3,524 | $0 | $268,000 | +$268,000 | 2015-02-17 |
|---|
| Q4 2014 | BNY
BANK NEW YORK M | United States | COM | 0 | 6,572 | +6,572 | $0 | $267,000 | +$267,000 | 2015-02-17 |
|---|
| Q4 2014 | SRE
SEMPRA ENERGY | United States | COM | 0 | 2,392 | +2,392 | $0 | $266,000 | +$266,000 | 2015-02-17 |
|---|
| Q4 2014 | APD
AIR PRODUCTS & | United States | COM | 0 | 1,842 | +1,842 | $0 | $266,000 | +$266,000 | 2015-02-17 |
|---|
| Q4 2014 | CTSH
COGNIZANT TECHN | United States | COM | 0 | 5,052 | +5,052 | $0 | $266,000 | +$266,000 | 2015-02-17 |
|---|
| Q4 2014 | CVX
CHEVRON CORPORA | United States | COM | 0 | 2,352 | +2,352 | $0 | $264,000 | +$264,000 | 2015-02-17 |
|---|
| Q4 2014 | ATI
ALLEGHENY TECHN | United States | COM | 0 | 7,431 | +7,431 | $0 | $258,000 | +$258,000 | 2015-02-17 |
|---|
| Q4 2014 | FFIV
F5 NETWORKS INC | United States | COM | 0 | 1,980 | +1,980 | $0 | $258,000 | +$258,000 | 2015-02-17 |
|---|
| Q4 2014 | HUM
HUMANA INC | United States | COM | 0 | 1,790 | +1,790 | $0 | $257,000 | +$257,000 | 2015-02-17 |
|---|
| Q4 2014 | MRSH
MARSH & MCLENNA | United States | COM | 0 | 4,469 | +4,469 | $0 | $256,000 | +$256,000 | 2015-02-17 |
|---|
| Q4 2014 | MSI
MOTOROLA SOLUTI | United States | COM | 0 | 3,795 | +3,795 | $0 | $255,000 | +$255,000 | 2015-02-17 |
|---|
| Q4 2014 | PCAR
PACCAR INC | United States | COM | 0 | 3,727 | +3,727 | $0 | $253,000 | +$253,000 | 2015-02-17 |
|---|
| Q4 2014 | VFC
VF CORPORATION | United States | COM | 0 | 3,364 | +3,364 | $0 | $252,000 | +$252,000 | 2015-02-17 |
|---|
| Q4 2014 | CCI
CROWN CASTLE IN | United States | COM | 0 | 3,195 | +3,195 | $0 | $251,000 | +$251,000 | 2015-02-17 |
|---|
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