Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PDN
Invesco Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
231
$36.96 - $39.61 $8.54K - $9.15K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
8
$299.29 - $336.13 $2.39K - $2.69K
Call 6 Cisco Systems Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
CHH
Choice Hotels International Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
31
$108.74 - $123.08 $3.37K - $3.82K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
7
$148.6 - $174.86 $1.04K - $1.22K
AYI
Acuity Brands Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
4
$166.99 - $193.11 $668 - $772
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Aug 02, 2021
42
$68.32 - $82.2 $2.87K - $3.45K
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
20
$154.37 - $165.63 $3.09K - $3.31K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2021 Filed on Aug 02, 2021
718
$22.26 - $24.3 $16K - $17.4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
7
$80.69 - $88.61 $565 - $620
WRB
Berkley W R Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
87
$48.49 - $54.3 $4.22K - $4.72K
BLKB
Blackbaud Inc

Technology
Q2 2021 Filed on Aug 02, 2021
10
$65.98 - $79.02 $660 - $790
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
3
$576.64 - $649.04 $1.73K - $1.95K
ATKR
Atkore Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
78
$67.51 - $89.11 $5.27K - $6.95K
TECH
Bio Techne Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
9
$387.35 - $450.26 $3.49K - $4.05K
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2021 Filed on Aug 02, 2021
29
$37.12 - $40.79 $1.08K - $1.18K
OLED
Universal Display Corp Pa

Technology
Q1 2021 Filed on Apr 28, 2021
75
$189.08 - $260.29 $14.2K - $19.5K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
$21.37 - $34.38 $2.14K - $3.44K
180 Degree
Q1 2021 Filed on Apr 28, 2021
500
N/A
Oaktree Strategic
Q1 2021 Filed on Apr 28, 2021
25,681
N/A
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
22
$153.25 - $174.4 $3.37K - $3.84K
SQ
Block, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
74
$201.87 - $276.57 $14.9K - $20.5K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2021 Filed on Apr 28, 2021
2,382
$97.73 - $99.18 $233K - $236K
Allianzgi Conv
Q1 2021 Filed on Apr 28, 2021
2,000
N/A
Allianzgi Conv
Q1 2021 Filed on Apr 28, 2021
375
N/A
RH
Rh

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
26
$441.46 - $600.0 $11.5K - $15.6K
Call 1 Sirius Xm Hldgs I
Q1 2021 Filed on Apr 28, 2021
5
N/A
SE
Sea LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
44
$194.37 - $280.0 $8.55K - $12.3K
American Intl
Q1 2021 Filed on Apr 28, 2021
10
N/A
Call 4 Verizon Commns In
Q1 2021 Filed on Apr 28, 2021
1
N/A
Call 4 Crestwood Equity
Q1 2021 Filed on Apr 28, 2021
6
N/A
Call 1 Duke Energy Corp
Q1 2021 Filed on Apr 28, 2021
1
N/A
IYR
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
15
$82.27 - $92.74 $1.23K - $1.39K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
158
$31.04 - $38.61 $4.9K - $6.1K
AVAV
Aero Vironment Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
153
$85.93 - $137.94 $13.1K - $21.1K
BB
Blackberry LTD

Technology
Q1 2021 Filed on Apr 28, 2021
125
$6.58 - $25.1 $823 - $3.14K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 28, 2021
933
N/A
VLDR
Velodyne Lidar, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
1,000
$11.4 - $25.82 $11.4K - $25.8K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
1,200
$27.01 - $49.1 $32.4K - $58.9K
Wyndham Destinations
Q1 2021 Filed on Apr 28, 2021
11
N/A
Colonnade Acquisition
Q1 2021 Filed on Apr 28, 2021
634
N/A
Bristol Myers
Q1 2021 Filed on Apr 28, 2021
1,703
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
50
$123.21 - $185.27 $6.16K - $9.26K
WES
Western Midstream Partners, LP

Energy
Q1 2021 Filed on Apr 28, 2021
107
$14.13 - $20.1 $1.51K - $2.15K
ASND
Ascendis Pharma A/S

Healthcare
Q1 2021 Filed on Apr 28, 2021
35
$124.92 - $173.33 $4.37K - $6.07K
Medley Capital
Q1 2021 Filed on Apr 28, 2021
1,645
N/A
ENTG
Entegris Inc

Technology
Q1 2021 Filed on Apr 28, 2021
74
$93.99 - $113.56 $6.96K - $8.4K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2021 Filed on Apr 28, 2021
3,165
$28.65 - $32.81 $90.7K - $104K
Indexiq Iq
Q1 2021 Filed on Apr 28, 2021
15,694
N/A
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