Aj Wealth Strategies, LLC Closed Holding Positions

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
6,000
$20.2 - $38.77 $121K - $233K
TECH
Bio Techne Corp

Healthcare
Q1 2022 Filed on May 13, 2022
398
$353.85 - $487.79 $141K - $194K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on May 13, 2022
2,250
$64.28 - $91.3 $145K - $205K
MNDY
Monday.Com Ltd.

Technology
Q1 2022 Filed on May 13, 2022
806
$116.34 - $301.21 $93.8K - $243K
KKR
Kkr & Co. Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
2,758
$50.85 - $74.31 $140K - $205K
Best Inc
Q1 2022 Filed on May 13, 2022
120,000
N/A
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q1 2022 Filed on May 13, 2022
30,800
$49.13 - $52.58 $1.51M - $1.62M
Silverbox Engaged Merger CO
Q1 2022 Filed on May 13, 2022
46,523
N/A
LPI
Laredo Petroleum, Inc.

Energy
Q1 2022 Filed on May 13, 2022
4,137
$62.24 - $83.63 $257K - $346K
FLNC
Fluence Energy, Inc.

Utilities
Q1 2022 Filed on May 13, 2022
6,675
$9.85 - $34.87 $65.7K - $233K
CRTX
Cortexyme, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
4,520
$11.35 - $97.17 $51.3K - $439K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Jan 26, 2022
1,324
$249.49 - $325.25 $330K - $431K
Cloudera Inc
Q4 2021 Filed on Jan 26, 2022
294,305
N/A
OPRT
Oportun Financial Corp

Financial Services
Q4 2021 Filed on Jan 26, 2022
18,534
$19.46 - $27.74 $361K - $514K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
2,800
$65.63 - $91.55 $184K - $256K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
Q4 2021 Filed on Jan 26, 2022
19,399
$12.03 - $14.41 $233K - $280K
NOVA
Sunnova Energy International Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
7,795
$25.19 - $44.63 $196K - $348K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 26, 2022
6,323
$32.47 - $76.09 $205K - $481K
PSFE
Paysafe LTD

Technology
Q4 2021 Filed on Jan 26, 2022
18,995
$3.38 - $8.27 $64.2K - $157K
RIOT
Riot Blockchain, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
13,930
$22.33 - $44.19 $311K - $616K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Jan 26, 2022
1,267
$111.22 - $196.03 $141K - $248K
YJ
Yunji Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 26, 2022
23,740
$0.51 - $1.08 $12.1K - $25.6K
AFRM
Affirm Holdings, Inc.

Technology
Q4 2021 Filed on Jan 26, 2022
5,441
$97.37 - $168.52 $530K - $917K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q3 2021 Filed on Oct 20, 2021
4,000
$72.88 - $98.98 $292K - $396K
ZG
Zillow Group, Inc.

Communication Services
Q3 2021 Filed on Oct 20, 2021
1,874
$86.88 - $121.5 $163K - $228K
Slack Technologies Inc
Q3 2021 Filed on Oct 20, 2021
12,976
N/A
General Electric CO
Q3 2021 Filed on Oct 20, 2021
16,286
N/A
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Oct 20, 2021
2,595
$65.67 - $112.75 $170K - $293K
IFRA
Ishares Tr

ETFs
Q3 2021 Filed on Oct 20, 2021
9,638
$33.99 - $36.93 $328K - $356K
XPO
Xpo Logistics, Inc.

Industrials
Q3 2021 Filed on Oct 20, 2021
2,250
$79.58 - $90.39 $179K - $203K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
8,219
$50.73 - $50.82 $417K - $418K
IWN
Ishares Russell2000 Val ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,445
$156.91 - $173.97 $227K - $251K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
4,500
$46.31 - $52.31 $208K - $235K
Acies Acquisition Corp
Q2 2021 Filed on Aug 16, 2021
30,000
N/A
Experience Invt Corp
Q2 2021 Filed on Aug 16, 2021
25,000
N/A
T
At&T Inc.

Communication Services
Q2 2021 Filed on Aug 16, 2021
8,018
$21.64 - $24.65 $174K - $198K
Ishares Inc
Q1 2021 Filed on May 06, 2021
6,000
N/A
Entercom Communications Corp
Q1 2021 Filed on May 06, 2021
217,983
N/A
SLQT
Select Quote, Inc.

Financial Services
Q1 2021 Filed on May 06, 2021
17,801
$21.12 - $32.22 $376K - $574K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2021 Filed on May 06, 2021
9,000
$28.65 - $32.81 $258K - $295K
Ishares Gold Trust
Q1 2021 Filed on May 06, 2021
46,339
N/A
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
Q1 2021 Filed on May 06, 2021
41,219
$26.71 - $28.14 $1.1M - $1.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on May 06, 2021
1,036
$282.5 - $336.63 $293K - $349K
CONN
Conns Inc

Consumer Cyclical
Q1 2021 Filed on May 06, 2021
20,000
$11.31 - $19.45 $226K - $389K
Concho Res Inc
Q1 2021 Filed on May 06, 2021
6,267
N/A
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2021 Filed on May 06, 2021
5,581
$67.52 - $76.0 $377K - $424K
Scorpio Bulkers Inc Com
Q4 2020 Filed on Feb 16, 2021
41,920
N/A
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
26,614
$21.6 - $27.59 $575K - $734K
ITB
Ishares Tr

ETFs
Q4 2020 Filed on Feb 16, 2021
4,300
$51.98 - $59.98 $224K - $258K
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