180 Wealth Advisors, LLC Closed Holding Positions

180 Wealth Advisors, LLC

  • $632 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SBSW
Sibanye Stillwater LTD

Basic Materials
Q4 2020 Filed on Jan 27, 2021
10,223
$10.49 - $16.3 $107K - $167K
VGSH
Vanguard

ETFs
Q4 2020 Filed on Jan 27, 2021
10,647
$61.6 - $62.06 $656K - $661K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 23, 2020
20,129
$7.24 - $7.78 $146K - $157K
EXC
Exelon Corp

Utilities
Q3 2020 Filed on Oct 23, 2020
8,871
$24.59 - $28.1 $218K - $249K
Fiduciary Claymore Engry Inf
Q3 2020 Filed on Oct 23, 2020
83,806
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
14,700
$4.6 - $7.56 $67.6K - $111K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2020 Filed on Oct 23, 2020
1,983
$122.51 - $141.14 $243K - $280K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q3 2020 Filed on Oct 23, 2020
20,491
$31.54 - $34.47 $646K - $706K
CBT
Cabot Corp

Basic Materials
Q3 2020 Filed on Oct 23, 2020
11,335
$35.23 - $41.12 $399K - $466K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
Q3 2020 Filed on Oct 23, 2020
50,605
$44.65 - $49.39 $2.26M - $2.5M
Allianzgi Conv Income Fd Ii
Q3 2020 Filed on Oct 23, 2020
11,000
N/A
GL
Globe Life Inc.

Financial Services
Q3 2020 Filed on Oct 23, 2020
2,760
$70.19 - $85.76 $194K - $237K
KMX
Carmax Inc

Consumer Cyclical
Q2 2020 Filed on Jul 21, 2020
5,350
$48.6 - $98.35 $260K - $526K
PRU
Prudential Financial Inc

Financial Services
Q2 2020 Filed on Jul 21, 2020
5,853
$46.09 - $74.73 $270K - $437K
Office Depot Inc
Q2 2020 Filed on Jul 21, 2020
11,266
N/A
Tortoise Energy Infra Corp
Q2 2020 Filed on Jul 21, 2020
123,222
N/A
United Technologies Corp
Q2 2020 Filed on Jul 21, 2020
9,875
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Jul 21, 2020
5,315
$45.15 - $54.07 $240K - $287K
CNP
Centerpoint Energy Inc

Utilities
Q2 2020 Filed on Jul 21, 2020
42,071
$13.44 - $19.09 $565K - $803K
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2020 Filed on Jul 21, 2020
11,972
$34.76 - $49.42 $416K - $592K
Tiffany & CO New
Q1 2020 Filed on Apr 09, 2020
3,270
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 09, 2020
1,896
N/A
E Trade Financial Corp
Q1 2020 Filed on Apr 09, 2020
14,599
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2020 Filed on Apr 09, 2020
10,914
N/A
BX
Blackstone Inc.

Financial Services
Q1 2020 Filed on Apr 09, 2020
5,194
$36.04 - $64.41 $187K - $335K
Direxion Shs ETF Tr
Q1 2020 Filed on Apr 09, 2020
11,225
N/A
Concho Res Inc
Q1 2020 Filed on Apr 09, 2020
3,944
N/A
Chesapeake Energy Corp
Q1 2020 Filed on Apr 09, 2020
13,136
N/A
Aon PLC
Q1 2020 Filed on Apr 09, 2020
962
N/A
BBD
Bank Bradesco

Financial Services
Q1 2020 Filed on Apr 09, 2020
14,633
$3.4 - $9.25 $49.8K - $135K
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on Apr 09, 2020
374
$132.23 - $198.85 $49.5K - $74.4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2020 Filed on Apr 09, 2020
12,612
$40.75 - $81.0 $514K - $1.02M
ING
Ing Groep Nv

Financial Services
Q1 2020 Filed on Apr 09, 2020
15,139
$4.7 - $12.43 $71.2K - $188K
Celgene Corp
Q4 2019 Filed on Jan 17, 2020
3,643
N/A
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2019 Filed on Jan 17, 2020
12,307
$16.88 - $20.83 $208K - $256K
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q4 2019 Filed on Jan 17, 2020
25,000
$0.88 - $1.29 $22K - $32.3K
Suntrust Bks Inc
Q4 2019 Filed on Jan 17, 2020
7,405
N/A
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 17, 2020
227
$1838.03 - $2072.54 $417K - $470K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q4 2019 Filed on Jan 17, 2020
7,414
$30.76 - $34.33 $228K - $255K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2019 Filed on Jan 17, 2020
7,771
$26.57 - $28.31 $206K - $220K
SPG
Simon Property Group Inc

Real Estate
Q4 2019 Filed on Jan 17, 2020
1,921
$144.01 - $158.06 $277K - $304K
Raytheon CO
Q4 2019 Filed on Jan 17, 2020
3,162
N/A
KEY
Keycorp

Financial Services
Q4 2019 Filed on Jan 17, 2020
28,524
$16.74 - $20.4 $477K - $582K
Bb&T Corp
Q4 2019 Filed on Jan 17, 2020
9,049
N/A
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2019 Filed on Jan 17, 2020
4,405
$97.62 - $114.66 $430K - $505K
Cimarex Energy CO
Q4 2019 Filed on Jan 17, 2020
12,497
N/A
RCI
Rogers Communications Inc

Communication Services
Q4 2019 Filed on Jan 17, 2020
4,504
$46.17 - $50.73 $208K - $228K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2019 Filed on Oct 22, 2019
7,503
$40.49 - $41.5 $304K - $311K
Noble Energy Inc
Q3 2019 Filed on Oct 22, 2019
33,197
N/A
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