Apriem Advisors Closed Holding Positions

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
83,600
$50.42 - $62.43 $4.22M - $5.22M
BX
Blackstone Inc.

Financial Services
Q2 2022 Filed on Aug 08, 2022
1,682
$89.68 - $130.57 $151K - $220K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on Aug 08, 2022
1,649
$114.07 - $132.3 $188K - $218K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Aug 08, 2022
4,000
$49.13 - $51.51 $197K - $206K
Draftkings Inc
Q2 2022 Filed on Aug 08, 2022
10,903
N/A
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 08, 2022
4,644
$31.42 - $43.18 $146K - $201K
NSTG
Nano String Technologies Inc

Healthcare
Q2 2022 Filed on Aug 08, 2022
6,000
$12.29 - $36.1 $73.7K - $217K
GE
General Electric CO

Industrials
Q2 2022 Filed on Aug 08, 2022
2,832
$63.67 - $92.49 $180K - $262K
Kirkland Lake Gold LTD
Q1 2022 Filed on May 10, 2022
12,000
N/A
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on May 10, 2022
3,557
$56.23 - $67.41 $200K - $240K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,258
$117.57 - $166.39 $148K - $209K
Xilinx Inc
Q1 2022 Filed on May 10, 2022
2,225
N/A
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 10, 2022
4,044
$44.47 - $67.62 $180K - $273K
Blackrock Muniyield Calif Qu
Q1 2022 Filed on May 10, 2022
12,500
N/A
Blackrock Muniyield Calif Fd
Q1 2022 Filed on May 10, 2022
13,000
N/A
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 09, 2022
1,430
$158.3 - $265.08 $226K - $379K
BNTX
Bio N Tech Se

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,076
$216.64 - $362.52 $233K - $390K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 09, 2022
1,051
$225.82 - $368.51 $237K - $387K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 09, 2022
2,082
$63.26 - $108.62 $132K - $226K
General Electric CO
Q3 2021 Filed on Nov 12, 2021
19,654
N/A
RBLX
Roblox Corp

Communication Services
Q3 2021 Filed on Nov 12, 2021
3,331
$75.55 - $90.34 $252K - $301K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
4,981
$34.9 - $50.9 $174K - $254K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
1,918
$73.78 - $107.52 $142K - $206K
NUE
Nucor Corp

Basic Materials
Q2 2021 Filed on Aug 10, 2021
2,530
$76.09 - $110.74 $193K - $280K
NM
Navios Maritime Holdings Inc.

Industrials
Q2 2021 Filed on Aug 10, 2021
14,000
$6.92 - $11.01 $96.9K - $154K
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on May 10, 2021
14,086
$13.59 - $18.54 $191K - $261K
BFB
Brown Forman Corp Cl B
Q1 2021 Filed on May 10, 2021
2,829
N/A
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q3 2020 Filed on Nov 10, 2020
16,150
$11.67 - $12.87 $188K - $208K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
430,241
$14.18 - $14.94 $6.1M - $6.43M
Slack Technologies Inc
Q3 2020 Filed on Nov 10, 2020
6,650
N/A
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q3 2020 Filed on Nov 10, 2020
10,595
$18.84 - $20.68 $200K - $219K
Allergan PLC
Q2 2020 Filed on Aug 07, 2020
2,600
N/A
United Technologies Corp
Q2 2020 Filed on Aug 07, 2020
41,118
N/A
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q2 2020 Filed on Aug 07, 2020
151,749
$11.42 - $14.21 $1.73M - $2.16M
DOW
Dow Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
4,686
$22.0 - $53.75 $103K - $252K
XLI
Industrial Sector Spdr

ETFs
Q1 2020 Filed on May 07, 2020
2,875
$48.77 - $85.23 $140K - $245K
PPG
Ppg Industries Inc

Basic Materials
Q1 2020 Filed on May 07, 2020
3,000
$72.5 - $131.6 $218K - $395K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on May 07, 2020
72,576
$17.66 - $31.17 $1.28M - $2.26M
FISV
Fiserv Inc

Technology
Q1 2020 Filed on May 07, 2020
1,750
$77.0 - $123.89 $135K - $217K
CVS
Cvs Health Corp

Healthcare
Q1 2020 Filed on May 07, 2020
3,178
$52.3 - $76.05 $166K - $242K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 07, 2020
6,325
$16.97 - $63.05 $107K - $399K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on May 07, 2020
2,879
$46.5 - $70.38 $134K - $203K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q1 2020 Filed on May 07, 2020
37,650
$9.41 - $16.83 $354K - $634K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2020 Filed on May 07, 2020
4,519
$28.46 - $63.5 $129K - $287K
EIX
Edison International

Utilities
Q1 2020 Filed on May 07, 2020
3,071
$44.47 - $78.2 $137K - $240K
NOK
Nokia Corp

Technology
Q1 2020 Filed on May 07, 2020
31,000
$2.42 - $4.41 $75K - $137K
Alps ETF Tr
Q1 2020 Filed on May 07, 2020
56,000
N/A
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on May 07, 2020
23,300
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 07, 2020
5,050
$44.32 - $58.93 $224K - $298K
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