Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$15.9 - $24.77 $398 - $619
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
321
$31.71 - $41.99 $10.2K - $13.5K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
19
$1592.1 - $1863.0 $30.2K - $35.4K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
1,030
$51.76 - $79.62 $53.3K - $82K
CC
Chemours CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
47
$27.95 - $33.56 $1.31K - $1.58K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
258
$36.84 - $49.39 $9.5K - $12.7K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2021 Filed on Apr 21, 2022
10
$109.26 - $123.86 $1.09K - $1.24K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1
$605.55 - $747.79 $606 - $748
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
272
$188.94 - $214.25 $51.4K - $58.3K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2021 Filed on Apr 21, 2022
1,805
$47.04 - $48.28 $84.9K - $87.1K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
34
$44.49 - $51.04 $1.51K - $1.74K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Apr 21, 2022
12
$78.72 - $108.43 $945 - $1.3K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
14
$41.95 - $48.7 $587 - $682
GLW
Corning Inc

Technology
Q4 2021 Filed on Apr 21, 2022
267
$35.39 - $39.43 $9.45K - $10.5K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,000
$12.9 - $14.69 $38.7K - $44.1K
EXC
Exelon Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
372
$33.93 - $41.2 $12.6K - $15.3K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
947
$71.6 - $85.32 $67.8K - $80.8K
CNDT
Conduent Inc

Technology
Q4 2021 Filed on Apr 21, 2022
275
$5.0 - $7.11 $1.38K - $1.96K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,706
$47.71 - $57.4 $81.4K - $97.9K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
40
$41.18 - $45.59 $1.65K - $1.82K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
41
$74.42 - $85.34 $3.05K - $3.5K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Apr 21, 2022
710
$32.91 - $35.56 $23.4K - $25.2K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
300
$24.18 - $25.48 $7.25K - $7.64K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
51
$58.85 - $65.41 $3K - $3.34K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
58
$50.3 - $57.15 $2.92K - $3.31K
AMCR
Amcor PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
15
$11.26 - $12.39 $169 - $186
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
249
$33.98 - $42.64 $8.46K - $10.6K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q4 2021 Filed on Apr 21, 2022
3,604
$36.22 - $40.04 $131K - $144K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$23.04 - $28.28 $4.61K - $5.66K
ALL
Allstate Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
4
$107.13 - $129.0 $429 - $516
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
443
$111.96 - $177.7 $49.6K - $78.7K
LPTH
Lightpath Technologies Inc

Technology
Q4 2021 Filed on Apr 21, 2022
3,206
$1.76 - $2.44 $5.64K - $7.82K
LIND
Lindblad Expeditions Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
850
$13.21 - $17.64 $11.2K - $15K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Apr 21, 2022
66
$294.65 - $346.43 $19.4K - $22.9K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
10
$77.91 - $88.5 $779 - $885
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
68
$326.31 - $376.33 $22.2K - $25.6K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
178
$152.65 - $175.02 $27.2K - $31.2K
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
10
$214.16 - $283.8 $2.14K - $2.84K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
300
$75.52 - $89.52 $22.7K - $26.9K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
39
$370.57 - $477.91 $14.5K - $18.6K
LRCX
Lam Research Corp

Technology
Q4 2021 Filed on Apr 21, 2022
39
$544.41 - $726.75 $21.2K - $28.3K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$202.02 - $244.73 $6.06K - $7.34K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$47.41 - $61.01 $332 - $427
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
6,348
$49.93 - $50.12 $317K - $318K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,730
$3.24 - $5.18 $5.61K - $8.96K
J
Jacobs Engineering Group Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
1,022
$131.36 - $148.45 $134K - $152K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
125
$119.87 - $145.67 $15K - $18.2K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
26
$42.64 - $48.7 $1.11K - $1.27K
JD
Jd.Com, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
10
$65.63 - $91.55 $656 - $916
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