Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NOC
Northrop Grumman Corp

Industrials
Q1 2022 Filed on May 09, 2022
48
$369.75 - $477.95 $17.7K - $22.9K
OXY
Occidental Petroleum Corp

Energy
Q1 2022 Filed on May 09, 2022
582
$31.06 - $60.96 $18.1K - $35.5K
OXYWS
Occidental Pete Corp Wt Exp 08
Q1 2022 Filed on May 09, 2022
7
N/A
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
2,929
$13.3 - $14.91 $39K - $43.7K
OPK
Opko Health, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
1,000
$2.87 - $4.93 $2.87K - $4.93K
OPEN
Opendoor Technologies Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
725
$6.47 - $15.07 $4.69K - $10.9K
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 09, 2022
158
$58.53 - $72.27 $9.25K - $11.4K
OMC
Omnicom Group Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
51
$73.29 - $90.12 $3.74K - $4.6K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
34
$282.48 - $354.98 $9.6K - $12.1K
NTRS
Northern Trust Corp

Financial Services
Q1 2022 Filed on May 09, 2022
19
$104.09 - $133.62 $1.98K - $2.54K
OCGN
Ocugen, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
20
$2.34 - $4.72 $46.8 - $94.4
OCFC
Oceanfirst Financial Corp

Financial Services
Q1 2022 Filed on May 09, 2022
116
$20.1 - $24.04 $2.33K - $2.79K
NU
Nu Holdings Ltd.

Financial Services
Q1 2022 Filed on May 09, 2022
500
$5.93 - $10.2 $2.97K - $5.1K
RCI
Rogers Communications Inc

Communication Services
Q1 2022 Filed on May 09, 2022
141
$47.74 - $56.75 $6.73K - $8K
RTX
Raytheon Technologies Corp

Industrials
Q1 2022 Filed on May 09, 2022
3,959
$86.97 - $102.73 $344K - $407K
RJF
Raymond James Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
71
$92.96 - $115.44 $6.6K - $8.2K
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
8
$101.01 - $134.11 $808 - $1.07K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on May 09, 2022
82
$129.09 - $164.35 $10.6K - $13.5K
PWR
Quanta Services, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
21
$96.89 - $135.54 $2.03K - $2.85K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 09, 2022
653
$141.29 - $188.69 $92.3K - $123K
QRVO
Qorvo, Inc.

Technology
Q1 2022 Filed on May 09, 2022
25
$118.61 - $160.45 $2.97K - $4.01K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
24
$41.9 - $57.09 $1.01K - $1.37K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2022 Filed on May 09, 2022
367
$62.32 - $70.0 $22.9K - $25.7K
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 09, 2022
17
$342.38 - $396.47 $5.82K - $6.74K
O
Realty Income Corp

Real Estate
Q1 2022 Filed on May 09, 2022
49
$64.67 - $72.25 $3.17K - $3.54K
UTG
Reaves Utility Income Fund

Financial Services
Q1 2022 Filed on May 09, 2022
100
$31.16 - $35.22 $3.12K - $3.52K
ROK
Rockwell Automation, Inc

Industrials
Q1 2022 Filed on May 09, 2022
58
$256.35 - $343.1 $14.9K - $19.9K
RKLB
Rocket Lab Usa, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
200
$7.64 - $12.2 $1.53K - $2.44K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
62
$10.25 - $14.98 $636 - $929
HOOD
Robinhood Markets, Inc.

Technology
Q1 2022 Filed on May 09, 2022
214
$10.65 - $18.44 $2.28K - $3.95K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
100
$35.83 - $102.72 $3.58K - $10.3K
RAD
Rite Aid Corp

Healthcare
Q1 2022 Filed on May 09, 2022
10
$8.58 - $15.03 $85.8 - $150
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
252
$53.98 - $60.13 $13.6K - $15.2K
RMD
Resmed Inc

Healthcare
Q1 2022 Filed on May 09, 2022
101
$216.12 - $261.47 $21.8K - $26.4K
RSG
Republic Services, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
172
$115.96 - $136.58 $19.9K - $23.5K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2022 Filed on May 09, 2022
22
$137.77 - $171.32 $3.03K - $3.77K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
33
$595.12 - $698.43 $19.6K - $23K
PRU
Prudential Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
337
$102.05 - $121.38 $34.4K - $40.9K
Proshares Ultrashort S&P 500
Q1 2022 Filed on May 09, 2022
24,000
N/A
PHUN
Phunware, Inc.

Technology
Q1 2022 Filed on May 09, 2022
20
$2.09 - $3.58 $41.8 - $71.6
PHR
Phreesia, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
341
$23.5 - $42.96 $8.01K - $14.6K
PSX
Phillips 66

Energy
Q1 2022 Filed on May 09, 2022
727
$75.34 - $93.2 $54.8K - $67.8K
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
660
$11.55 - $20.06 $7.62K - $13.2K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$13.87 - $16.1 $69.4K - $80.5K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$12.8 - $15.16 $64K - $75.8K
PCG
Pg&E Corp

Utilities
Q1 2022 Filed on May 09, 2022
101
$10.51 - $13.01 $1.06K - $1.31K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 09, 2022
16
$162.31 - $192.2 $2.6K - $3.08K
Peoples United Financial Inc Com
Q1 2022 Filed on May 09, 2022
136
N/A
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 09, 2022
57
$53.68 - $71.86 $3.06K - $4.1K
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