Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $680 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2021 Filed on Oct 26, 2021
22
$61.26 - $76.04 $1.35K - $1.67K
Quidel Corp
Q3 2021 Filed on Oct 26, 2021
600
N/A
Call 7 Lion Electric CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 26, 2021
33
$47.89 - $53.12 $1.58K - $1.75K
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
46
$37.41 - $47.31 $1.72K - $2.18K
NFG
National Fuel Gas CO

Energy
Q3 2021 Filed on Oct 26, 2021
27
$49.82 - $54.28 $1.35K - $1.47K
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
41
$52.18 - $60.15 $2.14K - $2.47K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
91
$9.65 - $12.25 $878 - $1.11K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2021 Filed on Oct 26, 2021
14
$55.36 - $66.72 $775 - $934
Churchill Capital
Q3 2021 Filed on Oct 26, 2021
500
N/A
SPAK
ETF Ser Solutions Defiance Nex
Q3 2021 Filed on Oct 26, 2021
125
N/A
ELME
Elme Communities
Q3 2021 Filed on Oct 26, 2021
0
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
75
$24.19 - $29.37 $1.81K - $2.2K
CXP
Columbia Property Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
626
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
53
$56.38 - $72.1 $2.99K - $3.82K
FAAR
First Trust Vii Alternative Ab

ETFs
Q3 2021 Filed on Oct 26, 2021
500
$28.8 - $32.8 $14.4K - $16.4K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Oct 26, 2021
37
$79.11 - $86.51 $2.93K - $3.2K
INGR
Ingredion Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
20
$84.69 - $93.28 $1.69K - $1.87K
ALGN
Align Technology Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
5
$595.56 - $729.92 $2.98K - $3.65K
NGG
National Grid PLC

Utilities
Q3 2021 Filed on Oct 26, 2021
26
$59.63 - $67.01 $1.55K - $1.74K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
4
$405.61 - $524.84 $1.62K - $2.1K
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
$279.35 - $342.27 $3.07K - $3.76K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
33
$29.39 - $33.29 $970 - $1.1K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q3 2021 Filed on Oct 26, 2021
75
$60.61 - $69.99 $4.55K - $5.25K
GL
Globe Life Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
25
$86.57 - $97.49 $2.16K - $2.44K
Cimarex Energy
Q3 2021 Filed on Oct 26, 2021
33
N/A
Maxim Integrated
Q3 2021 Filed on Oct 26, 2021
379
N/A
BNTX
Bio N Tech Se

Healthcare
Q3 2021 Filed on Oct 26, 2021
118
$205.93 - $447.23 $24.3K - $52.8K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
250
$34.95 - $37.35 $8.74K - $9.34K
PFPT
Proofpoint, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
N/A
MMAC
Mma Capital Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
120
N/A
General Electric
Q3 2021 Filed on Oct 26, 2021
27,876
N/A
DG
Dollar General Corp

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
15
$212.14 - $238.22 $3.18K - $3.57K
Ashford Hospitality
Q3 2021 Filed on Oct 26, 2021
2,096
N/A
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
131
$221.9 - $484.47 $29.1K - $63.5K
PEGA
Pegasystems Inc

Technology
Q3 2021 Filed on Oct 26, 2021
10
$126.48 - $142.39 $1.26K - $1.42K
IT
Gartner Inc

Technology
Q3 2021 Filed on Oct 26, 2021
16
$248.43 - $324.69 $3.97K - $5.2K
SNR
New Senior Investment Group Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
4,002
N/A
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2021 Filed on Oct 26, 2021
700
$8.59 - $9.15 $6.01K - $6.41K
FDS
Factset Research Systems Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
15
$335.5 - $394.78 $5.03K - $5.92K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$92.19 - $123.86 $3.69K - $4.95K
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
100
$66.57 - $77.09 $6.66K - $7.71K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Aug 02, 2021
130
$54.57 - $54.92 $7.09K - $7.14K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2021 Filed on Aug 02, 2021
85
$40.95 - $41.72 $3.48K - $3.55K
JAX
J. Alexander'S Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
485
N/A
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Aug 02, 2021
6
$35.08 - $39.98 $210 - $240
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Aug 02, 2021
3
$153.58 - $169.59 $461 - $509
LKQ
Lkq Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
16
$42.95 - $51.15 $687 - $818
IX
Orix Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
14
$79.91 - $91.26 $1.12K - $1.28K
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