Atlas Capital Advisors LLC Closed Holding Positions

Atlas Capital Advisors LLC

  • $819 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2022 Filed on May 11, 2022
18
$262.77 - $360.0 $4.73K - $6.48K
TYL
Tyler Technologies Inc

Technology
Q1 2022 Filed on May 11, 2022
8
$391.52 - $523.85 $3.13K - $4.19K
BIG
Big Lots Inc

Consumer Defensive
Q1 2022 Filed on May 11, 2022
7
$31.99 - $49.67 $224 - $348
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q1 2022 Filed on May 11, 2022
1,003
$19.51 - $21.82 $19.6K - $21.9K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 11, 2022
20
$132.23 - $175.09 $2.64K - $3.5K
EWJV
Ishares Tr Msci Japan Value Et
Q1 2022 Filed on May 11, 2022
500
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
150
$47.69 - $58.69 $7.15K - $8.8K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 11, 2022
12
$159.93 - $207.74 $1.92K - $2.49K
Capital Wrld Grth Inc F1
Q1 2022 Filed on May 11, 2022
15,073
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 11, 2022
2,957
$68.8 - $83.58 $203K - $247K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 11, 2022
7,000
$6.79 - $8.11 $47.5K - $56.8K
Ihs Markit LTD
Q1 2022 Filed on May 11, 2022
39
N/A
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q1 2022 Filed on May 11, 2022
381
$100.42 - $138.6 $38.3K - $52.8K
CTXS
Citrix Systems Inc

Technology
Q1 2022 Filed on May 11, 2022
28
$94.3 - $106.34 $2.64K - $2.98K
FRT
Federal Realty Investment Trust

Real Estate
Q1 2022 Filed on May 11, 2022
8
$115.79 - $139.37 $926 - $1.11K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
609
$21.55 - $45.47 $13.1K - $27.7K
CRSP
Crispr Therapeutics Ag

Healthcare
Q1 2022 Filed on May 11, 2022
1,600
$53.19 - $79.24 $85.1K - $127K
Bhp Billiton PLC
Q1 2022 Filed on May 11, 2022
206
N/A
JPMPRK
Jpmorgan Chase & CO Repstg 1/4
Q1 2022 Filed on May 11, 2022
3,000
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 11, 2022
34
$88.34 - $100.29 $3K - $3.41K
PROSY
Prosus N V Adr(Nld)

Communication Services
Q1 2022 Filed on May 11, 2022
2,303
$4.26 - $8.27 $9.81K - $19K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q1 2022 Filed on May 11, 2022
5,000
$10.12 - $28.9 $50.6K - $145K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on May 11, 2022
12
$233.59 - $339.12 $2.8K - $4.07K
Shelton S P Midcap Index
Q1 2022 Filed on May 11, 2022
4,578
N/A
Shelton S P 500 Index Fd
Q1 2022 Filed on May 11, 2022
11,635
N/A
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on May 11, 2022
10
$218.27 - $304.24 $2.18K - $3.04K
NOV
Nov Inc.

Energy
Q4 2021 Filed on Feb 01, 2022
876
$11.73 - $15.5 $10.3K - $13.6K
EPU
Ishares Msci Peru ETF
Q4 2021 Filed on Feb 01, 2022
1,212
N/A
IMVT
Immunovant, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
1,000
$7.33 - $9.32 $7.33K - $9.32K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q4 2021 Filed on Feb 01, 2022
301
$95.76 - $106.67 $28.8K - $32.1K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2021 Filed on Feb 01, 2022
298
$100.51 - $106.41 $30K - $31.7K
New Oriental Education And Technology Grou
Q4 2021 Filed on Feb 01, 2022
10,700
N/A
Sk Telecom CO LTD
Q4 2021 Filed on Feb 01, 2022
7,919
N/A
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 01, 2022
600
$35.92 - $42.41 $21.6K - $25.4K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 01, 2022
561
$42.07 - $66.11 $23.6K - $37.1K
RWX
Spdr Dow Jones International R

ETFs
Q4 2021 Filed on Feb 01, 2022
9,487
$34.44 - $37.33 $327K - $354K
Onvia Inc
Q4 2021 Filed on Feb 01, 2022
8,553
N/A
BCE
Bce Inc

Communication Services
Q4 2021 Filed on Feb 01, 2022
68
$50.04 - $52.31 $3.4K - $3.56K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q4 2021 Filed on Feb 01, 2022
260
$58.91 - $60.23 $15.3K - $15.7K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 01, 2022
6
$55.11 - $57.44 $331 - $345
A
Agilent Technologies, Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
68
$147.95 - $164.3 $10.1K - $11.2K
GDS
Gds Holdings LTD

Technology
Q4 2021 Filed on Feb 01, 2022
1,746
$42.8 - $63.86 $74.7K - $111K
Pacific E Link Corp
Q4 2021 Filed on Feb 01, 2022
200
N/A
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q4 2021 Filed on Feb 01, 2022
2
$51.25 - $51.8 $103 - $104
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2021 Filed on Feb 01, 2022
6
$28.27 - $30.05 $170 - $180
HYD
Vaneck High Yield Muni ETF

ETFs
Q4 2021 Filed on Feb 01, 2022
5
$61.76 - $62.59 $309 - $313
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2021 Filed on Feb 01, 2022
360
$59.71 - $64.17 $21.5K - $23.1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q4 2021 Filed on Feb 01, 2022
3
$38.5 - $43.37 $116 - $130
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 01, 2022
1,026
N/A
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