Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KBE
Spdr S&P Bank ETF

ETFs
Q1 2022 Filed on May 09, 2022
3,610
$51.35 - $60.41 $185K - $218K
STNE
Stone Co Ltd.

Technology
Q1 2022 Filed on May 09, 2022
0
$8.26 - $19.32 $0 - $0
SSYS
Stratasys Ltd.

Technology
Q1 2022 Filed on May 09, 2022
106
$21.07 - $27.89 $2.23K - $2.96K
SYK
Stryker Corp

Healthcare
Q1 2022 Filed on May 09, 2022
294
$245.33 - $277.77 $72.1K - $81.7K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2022 Filed on May 09, 2022
70
$141.82 - $181.9 $9.93K - $12.7K
TTOO
T2 Biosystems, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
500
$0.36 - $0.57 $180 - $285
SYY
Sysco Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
127
$75.31 - $88.37 $9.56K - $11.2K
SNPS
Synopsys Inc

Technology
Q1 2022 Filed on May 09, 2022
110
$278.98 - $361.1 $30.7K - $39.7K
SLVM
Sylvamo Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
102
$27.44 - $39.78 $2.8K - $4.06K
SIVB
Svb Financial Group

Financial Services
Q1 2022 Filed on May 09, 2022
36
$494.35 - $737.77 $17.8K - $26.6K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
424
$6.77 - $9.73 $2.87K - $4.13K
SLF
Sun Life Financial Inc

Financial Services
Q1 2022 Filed on May 09, 2022
3,149
$51.02 - $58.25 $161K - $183K
SUMO
Sumo Logic, Inc.

Technology
Q1 2022 Filed on May 09, 2022
100
$9.02 - $13.95 $902 - $1.4K
SPH
Suburban Propane Partners LP

Utilities
Q1 2022 Filed on May 09, 2022
500
$14.5 - $16.36 $7.25K - $8.18K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q1 2022 Filed on May 09, 2022
175
$107.27 - $126.95 $18.8K - $22.2K
CMA
Comerica Inc

Financial Services
Q1 2022 Filed on May 09, 2022
86
$84.49 - $101.24 $7.27K - $8.71K
CMPR
Cimpress PLC

Communication Services
Q1 2022 Filed on May 09, 2022
180
$59.87 - $73.9 $10.8K - $13.3K
CI
Cigna Corp

Healthcare
Q1 2022 Filed on May 09, 2022
366
$217.56 - $245.83 $79.6K - $90K
CIEN
Ciena Corp

Technology
Q1 2022 Filed on May 09, 2022
87
$53.7 - $77.38 $4.67K - $6.73K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
203
$95.06 - $104.22 $19.3K - $21.2K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
10
$1313.6 - $1690.67 $13.1K - $16.9K
CIM
Chimera Investment Corp

Real Estate
Q1 2022 Filed on May 09, 2022
73
$11.85 - $15.32 $865 - $1.12K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
306
$36.87 - $57.48 $11.3K - $17.6K
CKPT
Checkpoint Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
500
$1.53 - $3.25 $765 - $1.63K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
173
$545.52 - $647.58 $94.4K - $112K
CTAS
Cintas Corp

Industrials
Q1 2022 Filed on May 09, 2022
19
$363.91 - $432.01 $6.91K - $8.21K
C
Citigroup Inc

Financial Services
Q1 2022 Filed on May 09, 2022
2,989
$53.4 - $67.84 $160K - $203K
CEM
Clear Bridge Mlp & Midstream Fund Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
167
$27.77 - $34.01 $4.64K - $5.68K
Columbia Emerging Markets Consumer ETF
Q1 2022 Filed on May 09, 2022
798
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
676
$72.2 - $85.22 $48.8K - $57.6K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 09, 2022
162
$153.19 - $251.05 $24.8K - $40.7K
CGNT
Cognyte Software Ltd.

Technology
Q1 2022 Filed on May 09, 2022
9
$9.4 - $15.51 $84.6 - $140
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2022 Filed on May 09, 2022
118
$81.79 - $93.12 $9.65K - $11K
CMS
Cms Energy Corp

Utilities
Q1 2022 Filed on May 09, 2022
13
$61.85 - $69.99 $804 - $910
CME
Cme Group Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
536
$220.13 - $250.76 $118K - $134K
NET
Cloudflare, Inc.

Technology
Q1 2022 Filed on May 09, 2022
20
$80.07 - $130.02 $1.6K - $2.6K
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
19
$127.62 - $186.6 $2.42K - $3.55K
CTR
Clear Bridge Mlp & Midstream Total Return Fund Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
0
$24.55 - $29.31 $0 - $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,000
$11.45 - $19.88 $11.5K - $19.9K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
57
$64.3 - $109.52 $3.67K - $6.24K
COF
Capital One Financial Corp

Financial Services
Q1 2022 Filed on May 09, 2022
75
$124.8 - $161.37 $9.36K - $12.1K
CGC
Canopy Growth Corp

Healthcare
Q1 2022 Filed on May 09, 2022
1,300
$5.7 - $9.3 $7.41K - $12.1K
CANG
Cango Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
170
$1.95 - $3.7 $332 - $629
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 09, 2022
64
$68.8 - $83.58 $4.4K - $5.35K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2022 Filed on May 09, 2022
308
$41.87 - $46.38 $12.9K - $14.3K
SYLD
Cambria Shareholder Yld ETF

ETFs
Q1 2022 Filed on May 09, 2022
103
$60.72 - $66.33 $6.25K - $6.83K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
575
$20.77 - $27.96 $11.9K - $16.1K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q1 2022 Filed on May 09, 2022
1,250
$15.44 - $19.24 $19.3K - $24K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
167
$69.64 - $93.47 $11.6K - $15.6K
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