Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$44.57 - $55.81 $1.43K - $1.79K
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
1,292
$68.76 - $83.14 $88.8K - $107K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
245
$63.26 - $108.62 $15.5K - $26.6K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Apr 21, 2022
80
$230.08 - $250.94 $18.4K - $20.1K
Invesco Bulletshares
Q4 2021 Filed on Apr 21, 2022
4,748
N/A
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$74.57 - $87.19 $2.61K - $3.05K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
347
$21.86 - $22.24 $7.59K - $7.72K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
1,207
$21.79 - $22.14 $26.3K - $26.7K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
2,363
$21.45 - $21.68 $50.7K - $51.2K
BHB
Bar Harbor Bankshares

Financial Services
Q4 2021 Filed on Apr 21, 2022
450
$27.23 - $32.64 $12.3K - $14.7K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
42
$52.85 - $60.09 $2.22K - $2.52K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
100
$136.3 - $180.96 $13.6K - $18.1K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2021 Filed on Apr 21, 2022
138
$98.24 - $107.61 $13.6K - $14.9K
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
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
115
$139.73 - $176.87 $16.1K - $20.3K
DEO
Diageo PLC

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
15
$192.75 - $221.79 $2.89K - $3.33K
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Apr 21, 2022
15
$83.58 - $97.11 $1.25K - $1.46K
DE
Deere & CO

Industrials
Q4 2021 Filed on Apr 21, 2022
189
$329.0 - $367.86 $62.2K - $69.5K
DBVT
Dbv Technologies S.A.

Healthcare
Q4 2021 Filed on Apr 21, 2022
215
$1.39 - $5.58 $299 - $1.2K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
106
$46.24 - $53.69 $4.9K - $5.69K
DDOG
Datadog, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$137.1 - $196.56 $6.86K - $9.83K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$292.08 - $329.01 $73K - $82.3K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
320
$83.15 - $103.7 $26.6K - $33.2K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1
$3.85 - $6.71 $3.85 - $6.71
CEQP
Crestwood Equity Partners LP

Energy
Q4 2021 Filed on Apr 21, 2022
590
$24.37 - $30.38 $14.4K - $17.9K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q4 2021 Filed on Apr 21, 2022
665
$24.96 - $25.37 $16.6K - $16.9K
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Apr 21, 2022
614
$36.89 - $43.3 $22.7K - $26.6K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Apr 21, 2022
215
$106.13 - $132.99 $22.8K - $28.6K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Apr 21, 2022
49
$86.79 - $100.15 $4.25K - $4.91K
ETN
Eaton Corp PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
15
$148.36 - $174.66 $2.23K - $2.62K
KODK
Eastman Kodak CO

Industrials
Q4 2021 Filed on Apr 21, 2022
70
$4.6 - $7.41 $322 - $519
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
31
$102.11 - $120.91 $3.17K - $3.75K
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
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
31
$63.71 - $80.59 $1.98K - $2.5K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
186
$106.37 - $130.68 $19.8K - $24.3K
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Apr 21, 2022
24
$29.58 - $35.1 $710 - $842
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
1,383
$69.13 - $81.02 $95.6K - $112K
Draftkings Inc
Q4 2021 Filed on Apr 21, 2022
700
N/A
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
113
$52.76 - $60.06 $5.96K - $6.79K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
25
$97.11 - $146.61 $2.43K - $3.67K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$135.09 - $284.11 $6.75K - $14.2K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q4 2021 Filed on Apr 21, 2022
265
$11.05 - $15.38 $2.93K - $4.08K
ES
Eversource Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$81.84 - $91.14 $4.42K - $4.92K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$72.5 - $100.68 $29K - $40.3K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q4 2021 Filed on Apr 21, 2022
496
$20.26 - $20.68 $10K - $10.3K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
23
$166.95 - $218.76 $3.84K - $5.03K
CIEN
Ciena Corp

Technology
Q4 2021 Filed on Apr 21, 2022
750
$51.73 - $77.6 $38.8K - $58.2K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Apr 21, 2022
44
$173.61 - $196.09 $7.64K - $8.63K
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email