Advanced Research Investment Solutions, LLC Closed Holding Positions

Advanced Research Investment Solutions, LLC

  • $0
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
Q1 2022 Filed on May 10, 2022
2,261
$58.11 - $63.04 $131K - $143K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2022 Filed on May 10, 2022
2,073
$75.14 - $81.94 $156K - $170K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 10, 2022
284
$233.59 - $339.12 $66.3K - $96.3K
DFAI
Dimensional ETF Tr

ETFs
Q1 2022 Filed on May 10, 2022
1,449
$25.94 - $30.08 $37.6K - $43.6K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 10, 2022
1
$107.24 - $115.01 $107 - $115
NEM
Newmont Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
10,636
$58.67 - $79.96 $624K - $850K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
45,000
$18.02 - $25.36 $811K - $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2022 Filed on May 10, 2022
45
$246.62 - $307.78 $11.1K - $13.9K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on May 10, 2022
487
$191.52 - $225.32 $93.3K - $110K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on May 10, 2022
2,533
$72.29 - $82.89 $183K - $210K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2022 Filed on May 10, 2022
834
$190.9 - $221.63 $159K - $185K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2022 Filed on May 10, 2022
273
$91.4 - $91.43 $25K - $25K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q1 2022 Filed on May 10, 2022
426
$382.7 - $439.25 $163K - $187K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
100
$63.11 - $82.31 $6.31K - $8.23K
AMT
American Tower Corp

Real Estate
Q1 2022 Filed on May 10, 2022
60
$226.87 - $286.38 $13.6K - $17.2K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,025
$73.24 - $157.01 $75.1K - $161K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on May 10, 2022
15
$94.08 - $130.2 $1.41K - $1.95K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2022 Filed on May 10, 2022
1
$454300.0 - $539180.0 $454K - $539K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
24,935
$52.13 - $60.52 $1.3M - $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
Q1 2022 Filed on May 10, 2022
35
$156.77 - $227.08 $5.49K - $7.95K
CMPS
Compass Pathways PLC

Healthcare
Q1 2022 Filed on May 10, 2022
5,000
$11.13 - $23.04 $55.7K - $115K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 10, 2022
35
$127.62 - $186.6 $4.47K - $6.53K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
10
$1313.6 - $1690.67 $13.1K - $16.9K
DG
Dollar General Corp

Consumer Defensive
Q1 2022 Filed on May 10, 2022
50
$188.34 - $238.27 $9.42K - $11.9K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on May 10, 2022
75
$101.96 - $128.34 $7.65K - $9.63K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
10,000
$13.3 - $36.3 $133K - $363K
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
20
$116.51 - $209.93 $2.33K - $4.2K
LLY
Eli Lilly & CO

Healthcare
Q1 2022 Filed on May 10, 2022
40
$234.69 - $291.66 $9.39K - $11.7K
APPN
Appian Corp

Technology
Q1 2022 Filed on May 10, 2022
2,700
$47.69 - $66.56 $129K - $180K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on May 10, 2022
150
$57.22 - $78.74 $8.58K - $11.8K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
100
$36.87 - $57.48 $3.69K - $5.75K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on May 10, 2022
100
$68.48 - $120.67 $6.85K - $12.1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 10, 2022
8,900
$52.29 - $96.99 $465K - $863K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q4 2021 Filed on Feb 09, 2022
35
$234.3 - $265.79 $8.2K - $9.3K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 09, 2022
40
$269.22 - $305.79 $10.8K - $12.2K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2021 Filed on Feb 09, 2022
5,003
$6.66 - $8.1 $33.3K - $40.5K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 09, 2022
66
$141.52 - $154.35 $9.34K - $10.2K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Feb 09, 2022
99
$230.08 - $250.94 $22.8K - $24.8K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 09, 2022
1,570
$70.22 - $134.72 $110K - $212K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
4,000
$15.25 - $16.52 $61K - $66.1K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
7,852
$15.26 - $16.1 $120K - $126K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
8,396
$14.87 - $15.6 $125K - $131K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 09, 2022
3,595
$15.32 - $16.11 $55.1K - $57.9K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
7,108
$14.78 - $15.7 $105K - $112K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
835
$85.94 - $98.85 $71.8K - $82.5K
VOX
Vanguard Communication Service

ETFs
Q4 2021 Filed on Feb 09, 2022
41
$129.36 - $145.06 $5.3K - $5.95K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 09, 2022
862
$84.47 - $85.89 $72.8K - $74K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2021 Filed on Feb 09, 2022
6,778
$12.56 - $13.84 $85.1K - $93.8K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q4 2021 Filed on Feb 09, 2022
172
$59.87 - $66.15 $10.3K - $11.4K
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