Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
106
$46.24 - $53.69 $4.9K - $5.69K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
4,000
$9.48 - $10.7 $37.9K - $42.8K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$23.15 - $24.45 $2.32K - $2.45K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q4 2021 Filed on Apr 21, 2022
665
$24.96 - $25.37 $16.6K - $16.9K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,020
$29.4 - $33.4 $59.4K - $67.5K
CHY
Calamos Convertible & High Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,325
$15.44 - $17.08 $51.3K - $56.8K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2021 Filed on Apr 21, 2022
265
$11.05 - $15.38 $2.93K - $4.08K
BG
Bungeltd

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
18
$82.52 - $96.15 $1.49K - $1.73K
ES
Eversource Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$81.84 - $91.14 $4.42K - $4.92K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,172
$8.73 - $15.27 $10.2K - $17.9K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Apr 21, 2022
49
$86.79 - $100.15 $4.25K - $4.91K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
31
$102.11 - $120.91 $3.17K - $3.75K
KODK
Eastman Kodak CO

Industrials
Q4 2021 Filed on Apr 21, 2022
70
$4.6 - $7.41 $322 - $519
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
272
$188.94 - $214.25 $51.4K - $58.3K
CIEN
Ciena Corp

Technology
Q4 2021 Filed on Apr 21, 2022
750
$51.73 - $77.6 $38.8K - $58.2K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
15
$148.36 - $174.66 $2.23K - $2.62K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,350
$13.79 - $15.05 $46.2K - $50.4K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,510
$10.58 - $11.27 $37.1K - $39.6K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,000
$10.03 - $10.7 $10K - $10.7K
CSL
Carlisle Companies Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
12
$200.94 - $248.12 $2.41K - $2.98K
CTRE
Care Trust Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1
$19.83 - $22.85 $19.8 - $22.9
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
31
$63.71 - $80.59 $1.98K - $2.5K
CAH
Cardinal Health Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
93
$45.87 - $52.17 $4.27K - $4.85K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
186
$106.37 - $130.68 $19.8K - $24.3K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$72.5 - $100.68 $29K - $40.3K
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
17
$62.8 - $88.06 $1.07K - $1.5K
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
10
$214.16 - $283.8 $2.14K - $2.84K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
300
$75.52 - $89.52 $22.7K - $26.9K
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
10
$271.82 - $301.88 $2.72K - $3.02K
MAIN
Main Street Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
482
$41.35 - $46.61 $19.9K - $22.5K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
21
$255.99 - $314.27 $5.38K - $6.6K
MMM
3 M CO

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$170.04 - $183.66 $34K - $36.7K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
39
$75.2 - $88.55 $2.93K - $3.45K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q4 2021 Filed on Apr 21, 2022
301
$47.67 - $57.89 $14.3K - $17.4K
AGNC
Agnc Investment Corp.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,000
$14.76 - $16.6 $14.8K - $16.6K
9 Investors Bancorp
Q4 2021 Filed on Apr 21, 2022
719
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
48
$22.21 - $37.37 $1.07K - $1.79K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
6,348
$49.93 - $50.12 $317K - $318K
IDU
Ishares Tr U S Utils ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
613
$79.02 - $88.43 $48.4K - $54.2K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,099
$17.93 - $20.54 $19.7K - $22.6K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
299
$38.3 - $50.37 $11.5K - $15.1K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
198
$254.66 - $279.11 $50.4K - $55.3K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
250
$150.99 - $175.61 $37.7K - $43.9K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
35
$145.8 - $156.8 $5.1K - $5.49K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$79.13 - $87.9 $15.8K - $17.6K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
66
$1052.95 - $1709.98 $69.5K - $113K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
443
$111.96 - $177.7 $49.6K - $78.7K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
10
$77.91 - $88.5 $779 - $885
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q4 2021 Filed on Apr 21, 2022
330
$130.52 - $143.62 $43.1K - $47.4K
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