Atlas Capital Advisors LLC Closed Holding Positions

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TCDA
Tricida, Inc.

Healthcare
Q3 2020 Filed on Oct 23, 2020
610
$8.56 - $26.93 $5.22K - $16.4K
Neuberger Berman Sustainable Eq Inv Mf
Q3 2020 Filed on Oct 23, 2020
2,994
N/A
Vanguard Total Intl Stock Index Adm Mf
Q3 2020 Filed on Oct 23, 2020
415
N/A
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
30
$26.77 - $33.22 $803 - $997
Schwab 1000 Index Mf
Q3 2020 Filed on Oct 23, 2020
2,016
N/A
Vanguard Dividend Growth Inv Mf
Q3 2020 Filed on Oct 23, 2020
2,033
N/A
RWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 23, 2020
380
$50.42 - $57.27 $19.2K - $21.8K
PKW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 23, 2020
70
$56.98 - $63.63 $3.99K - $4.45K
Dreyfus Small Cap Stock Index Inv Mf
Q3 2020 Filed on Oct 23, 2020
1,915
N/A
SCPL
Sci Play Corp

Communication Services
Q3 2020 Filed on Oct 23, 2020
2,000
$12.34 - $16.6 $24.7K - $33.2K
Schwab Market Track All Equity Mf
Q3 2020 Filed on Oct 23, 2020
920
N/A
Vanguard Health Care Inv Mf
Q3 2020 Filed on Oct 23, 2020
348
N/A
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
Q3 2020 Filed on Oct 23, 2020
3,000
N/A
Schwab Small Cap Index Mf
Q3 2020 Filed on Oct 23, 2020
609
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
424
$118.34 - $135.96 $50.2K - $57.6K
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Oct 23, 2020
430
$27.09 - $42.14 $11.6K - $18.1K
LBTYK
Liberty Global PLC

Communication Services
Q3 2020 Filed on Oct 23, 2020
177
$20.09 - $23.44 $3.56K - $4.15K
Pimco Gurtin California Municipal Opportunistic Va
Q3 2020 Filed on Oct 23, 2020
146,824
N/A
Vanguard Total Bond Market Index Adm Mf
Q3 2020 Filed on Oct 23, 2020
11,028
N/A
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
Q3 2020 Filed on Oct 23, 2020
4,468
N/A
Sl Green Realty Corp
Q3 2020 Filed on Oct 23, 2020
4,613
N/A
Vanguard Total World Stock Index Admiral Mf
Q3 2020 Filed on Oct 23, 2020
11,058
N/A
STE
Steris PLC

Healthcare
Q3 2020 Filed on Oct 23, 2020
114
$150.16 - $176.19 $17.1K - $20.1K
Vanguard Ca Long Term Tax Exempt Inv Mf
Q3 2020 Filed on Oct 23, 2020
2,921
N/A
National Oilwell Varco Inc
Q3 2020 Filed on Oct 23, 2020
876
N/A
APVO
Aptevo Therapeutics Inc.

Healthcare
Q3 2020 Filed on Oct 23, 2020
2,288
$7.21 - $9.37 $16.5K - $21.4K
Vanguard Selected Value Inv Mf
Q3 2020 Filed on Oct 23, 2020
4,052
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2020 Filed on Oct 23, 2020
1,131
$27.33 - $30.91 $30.9K - $35K
T Mobile Us Inc Rights
Q3 2020 Filed on Oct 23, 2020
10,360
N/A
REAL
The Real Real, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
244
$12.01 - $17.67 $2.93K - $4.31K
Public Storage Pfd
Q3 2020 Filed on Oct 23, 2020
500
N/A
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q3 2020 Filed on Oct 23, 2020
335
$43.48 - $47.56 $14.6K - $15.9K
Vanguard Ma Tax Exempt Mf
Q3 2020 Filed on Oct 23, 2020
22,719
N/A
Telefonica Brasil Adr Pref
Q3 2020 Filed on Oct 23, 2020
974
N/A
Accesso Technology Group PLC
Q3 2020 Filed on Oct 23, 2020
3,320
N/A
Vanguard Total Stock Mkt Idx Adm Mf
Q3 2020 Filed on Oct 23, 2020
522
N/A
BRFS
Brf S.A.

Consumer Defensive
Q3 2020 Filed on Oct 23, 2020
2,202
$3.23 - $4.25 $7.11K - $9.36K
58.Com Inc
Q3 2020 Filed on Oct 23, 2020
1,316
N/A
Vanguard Pa Long Term Tax Exempt Mf
Q3 2020 Filed on Oct 23, 2020
9,342
N/A
SE
Sea LTD

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
453
$107.12 - $161.8 $48.5K - $73.3K
XSW
Spdr S&P Software & Services E

ETFs
Q3 2020 Filed on Oct 23, 2020
500
$108.86 - $128.69 $54.4K - $64.3K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2020 Filed on Oct 23, 2020
8,679
$26.04 - $26.97 $226K - $234K
Vanguard 500 Index Fund Adm Mf
Q3 2020 Filed on Oct 23, 2020
647
N/A
COO
Cooper Companies, Inc.

Healthcare
Q2 2020 Filed on Jul 28, 2020
19
$270.93 - $320.3 $5.15K - $6.09K
FVD
First Tr Value Line Divid Inde

ETFs
Q2 2020 Filed on Jul 28, 2020
4,481
$26.27 - $33.19 $118K - $149K
REET
Ishares Global Reit ETF

ETFs
Q2 2020 Filed on Jul 28, 2020
320
$17.29 - $23.44 $5.53K - $7.5K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2020 Filed on Jul 28, 2020
8,565
$28.26 - $37.71 $242K - $323K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q2 2020 Filed on Jul 28, 2020
7,368
$29.5 - $41.87 $217K - $308K
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2020 Filed on Jul 28, 2020
9,250
$13.52 - $17.74 $125K - $164K
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