Aries Wealth Management Closed Holding Positions

Aries Wealth Management

  • $359 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2022 Filed on Apr 25, 2022
1,171
$140.89 - $180.95 $165K - $212K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2022 Filed on Apr 25, 2022
2,500
$86.42 - $109.81 $216K - $275K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 25, 2022
5,022
$44.64 - $55.71 $224K - $280K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 25, 2022
48,742
$46.47 - $53.72 $2.27M - $2.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on Apr 25, 2022
15,799
$81.03 - $87.06 $1.28M - $1.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 25, 2022
1,107
$93.61 - $194.94 $104K - $216K
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2022 Filed on Apr 25, 2022
2,000
$106.97 - $129.67 $214K - $259K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2022 Filed on Apr 25, 2022
12,873
$100.54 - $114.92 $1.29M - $1.48M
OPK
Opko Health, Inc.

Healthcare
Q4 2021 Filed on Jan 18, 2022
15,200
$3.52 - $5.15 $53.5K - $78.3K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2021 Filed on Jan 18, 2022
7,888
$61.08 - $68.63 $482K - $541K
General Electric CO
Q3 2021 Filed on Oct 13, 2021
53,538
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q2 2021 Filed on Jul 14, 2021
10,800
$30.93 - $38.73 $334K - $418K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 20, 2021
10,000
$1.98 - $19.9 $19.8K - $199K
GAB
Gabelli Equity Trust Inc

Financial Services
Q1 2021 Filed on Apr 20, 2021
14,375
$6.07 - $7.05 $87.3K - $101K
DGRO
Ishares Core Dividend Growth E

ETFs
Q3 2020 Filed on Oct 14, 2020
17,348
$37.36 - $41.95 $648K - $728K
Alps ETF Tr
Q2 2020 Filed on Jul 09, 2020
54,000
N/A
United Technologies Corp
Q2 2020 Filed on Jul 09, 2020
5,311
N/A
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 09, 2020
3,325
$43.23 - $70.85 $144K - $236K
NIO
Nio Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 09, 2020
20,000
$2.37 - $5.17 $47.4K - $103K
AIG
American International Group, Inc.

Financial Services
Q1 2020 Filed on Apr 09, 2020
5,500
$18.78 - $54.47 $103K - $300K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q1 2020 Filed on Apr 09, 2020
11,203
$19.02 - $21.76 $213K - $244K
Organovo Hldgs Inc
Q4 2019 Filed on Jan 13, 2020
20,000
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2019 Filed on Jan 13, 2020
5,900
$28.89 - $40.8 $170K - $241K
Direxion Shs ETF Tr
Q4 2019 Filed on Jan 13, 2020
10,000
N/A
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Jan 13, 2020
2,817
$55.15 - $74.56 $155K - $210K
IDV
Ishares Tr

ETFs
Q3 2019 Filed on Oct 22, 2019
6,587
$30.41 - $31.26 $200K - $206K
F
Ford Motor CO

Consumer Cyclical
Q3 2019 Filed on Oct 22, 2019
10,213
$8.76 - $10.51 $89.5K - $107K
Altaba Inc
Q3 2019 Filed on Oct 22, 2019
3,150
N/A
Dowdupont Inc
Q2 2019 Filed on Jul 15, 2019
26,913
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Jul 15, 2019
11,020
$20.72 - $21.2 $228K - $234K
Rite Aid Corp
Q2 2019 Filed on Jul 15, 2019
20,000
N/A
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q2 2019 Filed on Jul 15, 2019
10,700
N/A
Allergan PLC
Q2 2019 Filed on Jul 15, 2019
1,598
N/A
Blue Apron Hldgs Inc
Q2 2019 Filed on Jul 15, 2019
30,000
N/A
PM
Philip Morris International Inc.

Consumer Defensive
Q2 2019 Filed on Jul 15, 2019
2,457
$76.65 - $88.2 $188K - $217K
First Data Corp New
Q1 2019 Filed on Apr 09, 2019
16,060
N/A
BA
Boeing CO

Industrials
Q1 2019 Filed on Apr 09, 2019
1,677
$310.9 - $440.62 $521K - $739K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 15, 2019
2,203
N/A
Celgene Corp
Q4 2018 Filed on Jan 15, 2019
3,848
N/A
OXY
Occidental Petroleum Corp

Energy
Q4 2018 Filed on Jan 15, 2019
2,890
$57.11 - $83.13 $165K - $240K
Praxair Inc
Q4 2018 Filed on Jan 15, 2019
1,533
N/A
Apache Corp
Q4 2018 Filed on Jan 15, 2019
5,069
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
4,930
N/A
Cigna Corporation
Q4 2018 Filed on Jan 15, 2019
4,350
N/A
HAL
Halliburton CO

Energy
Q3 2018 Filed on Nov 14, 2018
5,481
$36.69 - $46.26 $201K - $254K
Red Hat Inc
Q3 2018 Filed on Nov 14, 2018
1,415
N/A
Kkr & CO L P Del
Q2 2018 Filed on Aug 07, 2018
15,460
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2018 Filed on Apr 17, 2018
2,654
$60.03 - $80.27 $159K - $213K
OLED
Universal Display Corp Pa

Technology
Q1 2018 Filed on Apr 17, 2018
1,000
$99.6 - $205.6 $99.6K - $206K
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