Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2022 Filed on Nov 14, 2022
3,084
$25.08 - $67.8 $77.3K - $209K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2022 Filed on Nov 14, 2022
47,824
$20.19 - $21.46 $966K - $1.03M
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q3 2022 Filed on Nov 14, 2022
10,667
$5.94 - $7.22 $63.4K - $77K
IAG
Iamgold Corp

Basic Materials
Q3 2022 Filed on Nov 14, 2022
91,164
$0.98 - $1.67 $89.3K - $152K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2022 Filed on Nov 14, 2022
21,823
$26.13 - $34.72 $570K - $758K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Aug 15, 2022
27,214
$29.45 - $30.11 $801K - $819K
PNNT
Pennantpark Investment Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
11,697
$6.0 - $7.98 $70.2K - $93.3K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
18,936
$31.42 - $43.18 $595K - $818K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2022 Filed on Aug 15, 2022
111,154
$31.38 - $37.78 $3.49M - $4.2M
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
3,469
$90.7 - $106.19 $315K - $368K
VIS
Vanguard Industrial ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
54
$189.71 - $207.5 $10.2K - $11.2K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2021 Filed on Apr 21, 2022
145
$104.33 - $112.16 $15.1K - $16.3K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$92.55 - $94.67 $9.26K - $9.47K
VHT
Vanguard Health Care ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
102
$243.71 - $267.51 $24.9K - $27.3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Apr 21, 2022
60
$87.51 - $89.66 $5.25K - $5.38K
VV
Vanguard Large Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
240
$200.26 - $221.75 $48.1K - $53.2K
VTR
Ventas, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
704
$45.69 - $56.9 $32.2K - $40.1K
VEEV
Veeva Systems Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
22
$249.49 - $325.25 $5.49K - $7.16K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
350
$136.43 - $147.24 $47.8K - $51.5K
VT
Vanguard Total World Stk Index

ETFs
Q4 2021 Filed on Apr 21, 2022
230
$101.45 - $109.23 $23.3K - $25.1K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
414
$215.13 - $239.37 $89.1K - $99.1K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
775
$168.72 - $185.72 $131K - $144K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2021 Filed on Apr 21, 2022
1,473
$102.53 - $116.01 $151K - $171K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
133
$236.98 - $261.2 $31.5K - $34.7K
USVM
Victory Portfolios Ii Victorys

ETFs
Q4 2021 Filed on Apr 21, 2022
262
$69.38 - $77.39 $18.2K - $20.3K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2021 Filed on Apr 21, 2022
516
$65.16 - $70.02 $33.6K - $36.1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Apr 21, 2022
287
$47.81 - $52.33 $13.7K - $15K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
4,251
$5.03 - $5.49 $21.4K - $23.3K
TDC
Teradata Corp

Technology
Q4 2021 Filed on Apr 21, 2022
6
$41.42 - $58.89 $249 - $353
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2021 Filed on Apr 21, 2022
355
$7.9 - $10.19 $2.8K - $3.62K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
22
$569.0 - $667.24 $12.5K - $14.7K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
156
$62.97 - $75.92 $9.82K - $11.8K
NTG
Tortoise Midstream Energy Fund, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
498
$28.61 - $33.78 $14.2K - $16.8K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
70
$42.07 - $66.11 $2.94K - $4.63K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Apr 21, 2022
108
$54.85 - $62.74 $5.92K - $6.78K
UBER
Uber Technologies, Inc

Technology
Q4 2021 Filed on Apr 21, 2022
200
$35.73 - $48.36 $7.15K - $9.67K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
20
$358.15 - $413.86 $7.16K - $8.28K
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
360
$39.06 - $53.11 $14.1K - $19.1K
UPS
United Parcel Service Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
462
$178.42 - $218.07 $82.4K - $101K
UHS
Universal Health Services Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$116.39 - $138.83 $4.07K - $4.86K
VIG
Vanguard Dividend Appreciation

ETFs
Q4 2021 Filed on Apr 21, 2022
357
N/A
VDE
Vanguard Energy ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
53
$74.1 - $83.72 $3.93K - $4.44K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
779
$92.72 - $100.95 $72.2K - $78.6K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
55
$66.98 - $78.01 $3.68K - $4.29K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,612
$87.43 - $154.29 $141K - $249K
BLHY
Virtus Newfleet High Yield Bon

ETFs
Q4 2021 Filed on Apr 21, 2022
50
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
3
$41.96 - $48.55 $126 - $146
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2021 Filed on Apr 21, 2022
37
N/A
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
41
$9.25 - $15.44 $379 - $633
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