Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Aug 22, 2022
3,644
$74.69 - $128.97 $272K - $470K
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Aug 22, 2022
1,677
$134.91 - $172.49 $226K - $289K
ANDE
Andersons, Inc.

Consumer Defensive
Q2 2022 Filed on Aug 22, 2022
5,531
$32.15 - $58.39 $178K - $323K
NGD
New Gold Inc.

Basic Materials
Q2 2022 Filed on Aug 22, 2022
61,772
$1.07 - $1.91 $66.1K - $118K
OTTR
Otter Tail Corp

Utilities
Q2 2022 Filed on Aug 22, 2022
5,492
$57.96 - $68.69 $318K - $377K
COLD
Americold Realty Trust

Real Estate
Q2 2022 Filed on Aug 22, 2022
90,181
$24.9 - $30.29 $2.25M - $2.73M
CALM
Cal Maine Foods Inc

Consumer Defensive
Q2 2022 Filed on Aug 22, 2022
3,685
$44.65 - $59.22 $165K - $218K
LNT
Alliant Energy Corp

Utilities
Q1 2022 Filed on May 19, 2022
4,310
$55.93 - $62.88 $241K - $271K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 19, 2022
56,517
$39.56 - $47.63 $2.24M - $2.69M
VVV
Valvoline Inc

Energy
Q1 2022 Filed on May 19, 2022
12,139
$28.65 - $37.32 $348K - $453K
KL
Kirkland Lake Gold Ltd.

Basic Materials
Q1 2022 Filed on May 19, 2022
65,749
$36.49 - $42.75 $2.4M - $2.81M
AON
Aon PLC

Financial Services
Q1 2022 Filed on May 19, 2022
978
$261.88 - $326.39 $256K - $319K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q1 2022 Filed on May 19, 2022
21,824
$25.9 - $29.13 $565K - $636K
ATIP
Ati Physical Therapy, Inc.

Healthcare
Q1 2022 Filed on May 19, 2022
23,228
$1.6 - $3.75 $37.2K - $87.1K
BV
Bright View Holdings, Inc.

Industrials
Q1 2022 Filed on May 19, 2022
17,045
$12.41 - $15.07 $212K - $257K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 19, 2022
3,227
$173.16 - $289.0 $559K - $933K
CRON
Cronos Group Inc.

Healthcare
Q1 2022 Filed on May 19, 2022
19,164
$3.0 - $4.25 $57.5K - $81.4K
DOLE
Dole PLC

Consumer Defensive
Q1 2022 Filed on May 19, 2022
10,535
$12.4 - $15.66 $131K - $165K
SIL
Global X Silver Miners ETF

ETFs
Q1 2022 Filed on May 19, 2022
6,878
$32.04 - $37.91 $220K - $261K
NJR
New Jersey Resources Corp

Utilities
Q1 2022 Filed on May 19, 2022
6,286
$38.29 - $46.38 $241K - $292K
NBEV
New Age, Inc.

Consumer Defensive
Q1 2022 Filed on May 19, 2022
48,396
$0.52 - $1.16 $25.2K - $56.1K
RCI
Rogers Communications Inc

Communication Services
Q1 2022 Filed on May 19, 2022
4,750
$47.74 - $56.75 $227K - $270K
SJI
South Jersey Industries Inc

Utilities
Q1 2022 Filed on May 19, 2022
16,116
$23.35 - $35.14 $376K - $566K
OLED
Universal Display Corp Pa

Technology
Q4 2021 Filed on Feb 11, 2022
5,299
$141.62 - $187.37 $750K - $993K
CNI
Canadian National Railway CO

Industrials
Q4 2021 Filed on Feb 11, 2022
1,795
$116.15 - $135.53 $208K - $243K
Stamps Com Inc
Q4 2021 Filed on Feb 11, 2022
1,202
N/A
UPLD
Upland Software, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
18,425
$17.94 - $34.13 $331K - $629K
WWE
World Wrestling Entertainmentinc

Communication Services
Q4 2021 Filed on Feb 11, 2022
12,123
$47.54 - $61.82 $576K - $749K
LPSN
Liveperson Inc

Technology
Q4 2021 Filed on Feb 11, 2022
13,536
$33.86 - $60.92 $458K - $825K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
18,275
$36.12 - $46.2 $660K - $844K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
10,142
$75.52 - $89.52 $766K - $908K
WATT
Energous Corp

Technology
Q4 2021 Filed on Feb 11, 2022
15,996
$1.21 - $2.19 $19.4K - $35K
Draftkings Inc
Q4 2021 Filed on Feb 11, 2022
22,413
N/A
CDNA
Care Dx, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
6,562
$41.2 - $73.6 $270K - $483K
SI
Silvergate Capital Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
5,395
$128.05 - $222.13 $691K - $1.2M
UPWK
Upwork, Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
10,835
$31.73 - $60.02 $344K - $650K
CPRK
Citigroup Inc. Dep Shs Repstg
Q3 2021 Filed on Nov 12, 2021
8,520
N/A
HEMP
Hemp Inc
Q3 2021 Filed on Nov 12, 2021
38,500
N/A
WFCPRQ
Wells Fargo&Co New Dep Shs Rep
Q3 2021 Filed on Nov 12, 2021
12,822
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
8,730
$43.46 - $53.08 $379K - $463K
SAM
Boston Beer CO Inc

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
443
$509.75 - $979.41 $226K - $434K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
5,797
$60.37 - $80.82 $350K - $469K
METPRE
Metlife Inc Depositary Shs Rep
Q3 2021 Filed on Nov 12, 2021
7,911
N/A
Ubs Ag London Var Cmtz 04/01/22 Usd10 Clbl
Q3 2021 Filed on Nov 12, 2021
20,000
N/A
WTRH
Waitr Holdings Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
34,383
$0.88 - $1.88 $30.3K - $64.6K
GDDY
Go Daddy Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
5,036
$69.38 - $89.11 $349K - $449K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
11,410
$37.92 - $47.65 $433K - $544K
INT
World Fuel Services Corp

Energy
Q3 2021 Filed on Nov 12, 2021
11,404
$28.51 - $34.68 $325K - $395K
Citibank, N.A. 3.25 Per Cent23 Cd Fdic Ins Due 01/09/23 Us
Q3 2021 Filed on Nov 12, 2021
171,000
N/A
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