Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NGG
National Grid PLC

Utilities
Q3 2021 Filed on Oct 26, 2021
26
$59.63 - $67.01 $1.55K - $1.74K
General Electric
Q3 2021 Filed on Oct 26, 2021
27,876
N/A
NFG
National Fuel Gas CO

Energy
Q3 2021 Filed on Oct 26, 2021
27
$49.82 - $54.28 $1.35K - $1.47K
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
$279.35 - $342.27 $3.07K - $3.76K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2021 Filed on Oct 26, 2021
78
$72.22 - $79.08 $5.63K - $6.17K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
2
$309.15 - $360.85 $618 - $722
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2021 Filed on Oct 26, 2021
700
$8.59 - $9.15 $6.01K - $6.41K
INGR
Ingredion Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
20
$84.69 - $93.28 $1.69K - $1.87K
ALGN
Align Technology Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
5
$595.56 - $729.92 $2.98K - $3.65K
Churchill Capital
Q3 2021 Filed on Oct 26, 2021
500
N/A
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
131
$221.9 - $484.47 $29.1K - $63.5K
FDS
Factset Research Systems Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
15
$335.5 - $394.78 $5.03K - $5.92K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
250
$34.95 - $37.35 $8.74K - $9.34K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
4
$405.61 - $524.84 $1.62K - $2.1K
PEGA
Pegasystems Inc

Technology
Q3 2021 Filed on Oct 26, 2021
10
$126.48 - $142.39 $1.26K - $1.42K
GL
Globe Life Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
25
$86.57 - $97.49 $2.16K - $2.44K
Cimarex Energy
Q3 2021 Filed on Oct 26, 2021
33
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
75
$24.19 - $29.37 $1.81K - $2.2K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
91
$9.65 - $12.25 $878 - $1.11K
DG
Dollar General Corp

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
15
$212.14 - $238.22 $3.18K - $3.57K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
53
$56.38 - $72.1 $2.99K - $3.82K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
1,850
$3.38 - $3.54 $6.25K - $6.55K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Oct 26, 2021
37
$79.11 - $86.51 $2.93K - $3.2K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2021 Filed on Oct 26, 2021
14
$55.36 - $66.72 $775 - $934
ELME
Elme Communities
Q3 2021 Filed on Oct 26, 2021
0
N/A
PFPT
Proofpoint, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
N/A
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2021 Filed on Oct 26, 2021
22
$61.26 - $76.04 $1.35K - $1.67K
FAAR
First Trust Vii Alternative Ab

ETFs
Q3 2021 Filed on Oct 26, 2021
500
$28.8 - $32.8 $14.4K - $16.4K
Ashford Hospitality
Q3 2021 Filed on Oct 26, 2021
2,096
N/A
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
46
$37.41 - $47.31 $1.72K - $2.18K
BNTX
Bio N Tech Se

Healthcare
Q3 2021 Filed on Oct 26, 2021
118
$205.93 - $447.23 $24.3K - $52.8K
SAN
Banco Santander, S.A.

Financial Services
Q2 2021 Filed on Aug 02, 2021
859
$3.37 - $4.28 $2.89K - $3.68K
HUBS
Hubspot Inc

Technology
Q2 2021 Filed on Aug 02, 2021
9
$472.71 - $596.44 $4.25K - $5.37K
RPRX
Royalty Pharma PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
10
$39.85 - $46.63 $399 - $466
Call 6 Toll Brothers Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
6
$203.89 - $222.66 $1.22K - $1.34K
Call 6 Blackstone Group
Q2 2021 Filed on Aug 02, 2021
4
N/A
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
12,000
$2.66 - $3.47 $31.9K - $41.6K
ING
Ing Groep Nv

Financial Services
Q2 2021 Filed on Aug 02, 2021
32
$12.02 - $14.21 $385 - $455
Call 7 Ishares Dj Us Hom
Q2 2021 Filed on Aug 02, 2021
1
N/A
FISV
Fiserv Inc

Technology
Q2 2021 Filed on Aug 02, 2021
17
$106.59 - $126.55 $1.81K - $2.15K
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q2 2021 Filed on Aug 02, 2021
335
$50.05 - $54.92 $16.8K - $18.4K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Aug 02, 2021
296
$103.96 - $118.18 $30.8K - $35K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Aug 02, 2021
598
$58.75 - $63.84 $35.1K - $38.2K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
1,000
$14.09 - $16.78 $14.1K - $16.8K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 02, 2021
396
$41.47 - $43.59 $16.4K - $17.3K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 02, 2021
169
$75.58 - $81.4 $12.8K - $13.8K
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2021 Filed on Aug 02, 2021
236
$45.24 - $48.4 $10.7K - $11.4K
LLY
Eli Lilly & CO

Healthcare
Q2 2021 Filed on Aug 02, 2021
43
$180.55 - $233.54 $7.76K - $10K
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