Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$66.03 - $111.64 $3.3K - $5.58K
LVHD
Franklin U.S. Low Volatility H

ETFs
Q4 2021 Filed on Apr 21, 2022
3,604
$36.22 - $40.04 $131K - $144K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
249
$33.98 - $42.64 $8.46K - $10.6K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
40
$41.18 - $45.59 $1.65K - $1.82K
TPST
Tempest Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
7
$5.28 - $15.2 $37 - $106
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
GKOS
Glaukos Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$40.27 - $56.99 $4.03K - $5.7K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
36
$114.7 - $138.81 $4.13K - $5K
KIM
Kimco Realty Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$21.48 - $24.65 $4.3K - $4.93K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$225.59 - $260.0 $7.9K - $9.1K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
800
$29.95 - $34.72 $24K - $27.8K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
276
$22.06 - $24.2 $6.09K - $6.68K
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2021 Filed on Apr 21, 2022
6,578
$10.73 - $11.44 $70.6K - $75.3K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Apr 21, 2022
78
$26.48 - $38.1 $2.07K - $2.97K
IRM
Iron Mountain Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
355
$42.63 - $52.77 $15.1K - $18.7K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$54.44 - $58.74 $0 - $0
JCI
Johnson Controls International PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$68.16 - $81.31 $409 - $488
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.31 - $57.77 $0 - $0
ILPT
Industrial Logistics Properties Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
651
$21.83 - $28.4 $14.2K - $18.5K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$30.22 - $33.49 $0 - $0
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$14.28 - $19.53 $3.57K - $4.88K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Apr 21, 2022
250
$54.61 - $70.5 $13.7K - $17.6K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Apr 21, 2022
152
$21.15 - $26.46 $3.21K - $4.02K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
134
$38.88 - $45.31 $5.21K - $6.07K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$47.41 - $61.01 $332 - $427
STX
Seagate Technology Holdings PLC

Technology
Q4 2021 Filed on Apr 21, 2022
107
$79.01 - $115.0 $8.45K - $12.3K
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$202.02 - $244.73 $6.06K - $7.34K
GPRO
Go Pro, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
100
$8.56 - $11.64 $856 - $1.16K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2021 Filed on Apr 21, 2022
13
$51.87 - $56.86 $674 - $739
KGC
Kinross Gold Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
400
$5.04 - $7.02 $2.02K - $2.81K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2021 Filed on Oct 26, 2021
78
$72.22 - $79.08 $5.63K - $6.17K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
33
$29.39 - $33.29 $970 - $1.1K
FAAR
First Trust Vii Alternative Ab

ETFs
Q3 2021 Filed on Oct 26, 2021
500
$28.8 - $32.8 $14.4K - $16.4K
INGR
Ingredion Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
20
$84.69 - $93.28 $1.69K - $1.87K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
44
$66.68 - $77.38 $2.93K - $3.4K
Maxim Integrated
Q3 2021 Filed on Oct 26, 2021
379
N/A
Call 9 Philip Morris Int
Q3 2021 Filed on Oct 26, 2021
1
N/A
GL
Globe Life Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
25
$86.57 - $97.49 $2.16K - $2.44K
IT
Gartner Inc

Technology
Q3 2021 Filed on Oct 26, 2021
16
$248.43 - $324.69 $3.97K - $5.2K
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 26, 2021
33
$47.89 - $53.12 $1.58K - $1.75K
Quidel Corp
Q3 2021 Filed on Oct 26, 2021
600
N/A
SNR
New Senior Investment Group Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
4,002
N/A
Call 7 Amazon Com Inc
Q3 2021 Filed on Oct 26, 2021
7
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
2
$309.15 - $360.85 $618 - $722
MMAC
Mma Capital Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
120
N/A
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
41
$52.18 - $60.15 $2.14K - $2.47K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
4
$405.61 - $524.84 $1.62K - $2.1K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
53
$56.38 - $72.1 $2.99K - $3.82K
SPAK
ETF Ser Solutions Defiance Nex
Q3 2021 Filed on Oct 26, 2021
125
N/A
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