Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $731 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
12,000
$2.66 - $3.47 $31.9K - $41.6K
SCHQ
Schwab Strategic Tr Long Term

ETFs
Q2 2021 Filed on Aug 02, 2021
31
$47.35 - $50.59 $1.47K - $1.57K
Call 6 Toll Brothers Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
HXL
Hexcel Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
112
$50.53 - $64.39 $5.66K - $7.21K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
3
$576.64 - $649.04 $1.73K - $1.95K
WRB
Berkley W R Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
87
$48.49 - $54.3 $4.22K - $4.72K
ASML
Asml Holding Nv

Technology
Q2 2021 Filed on Aug 02, 2021
10
$601.88 - $709.33 $6.02K - $7.09K
ARMK
Aramark

Industrials
Q2 2021 Filed on Aug 02, 2021
117
$35.96 - $40.03 $4.21K - $4.68K
ATR
Aptargroup, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
28
$140.1 - $157.56 $3.92K - $4.41K
APH
Amphenol Corp

Technology
Q2 2021 Filed on Aug 02, 2021
170
$64.17 - $69.16 $10.9K - $11.8K
AVA
Avista Corp

Utilities
Q2 2021 Filed on Aug 02, 2021
1,346
$42.67 - $47.75 $57.4K - $64.3K
SAN
Banco Santander, S.A.

Financial Services
Q2 2021 Filed on Aug 02, 2021
859
$3.37 - $4.28 $2.89K - $3.68K
Marvell Technology
Q2 2021 Filed on Aug 02, 2021
125
N/A
Colony Capital
Q2 2021 Filed on Aug 02, 2021
8,806
N/A
TECH
Bio Techne Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
9
$387.35 - $450.26 $3.49K - $4.05K
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
20
$154.37 - $165.63 $3.09K - $3.31K
HEI
Heico Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
10
$127.98 - $148.24 $1.28K - $1.48K
HDB
Hdfc Bank LTD

Financial Services
Q2 2021 Filed on Aug 02, 2021
65
$68.25 - $77.74 $4.44K - $5.05K
CLOU
Global X Fds Cloud Computing E

ETFs
Q2 2021 Filed on Aug 02, 2021
201
$24.49 - $29.03 $4.92K - $5.84K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
20
$135.35 - $156.96 $2.71K - $3.14K
NVST
Envista Holdings Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
117
$40.83 - $45.48 $4.78K - $5.32K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
61
$63.18 - $69.12 $3.85K - $4.22K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
27
$98.32 - $113.49 $2.65K - $3.06K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
1,000
$14.09 - $16.78 $14.1K - $16.8K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2021 Filed on Aug 02, 2021
42
$68.32 - $82.2 $2.87K - $3.45K
CHH
Choice Hotels International Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
31
$108.74 - $123.08 $3.37K - $3.82K
NMTR
9 Meters Biopharma, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
5,000
$1.04 - $1.5 $5.2K - $7.5K
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
237
$65.71 - $72.59 $15.6K - $17.2K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
8
$221.25 - $243.02 $1.77K - $1.94K
Seagate Technology
Q2 2021 Filed on Aug 02, 2021
57
N/A
IXP
Ishares Global Comm Services E

ETFs
Q2 2021 Filed on Aug 02, 2021
500
$81.8 - $87.04 $40.9K - $43.5K
Ishares Gold
Q2 2021 Filed on Aug 02, 2021
187
N/A
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
100
$66.57 - $77.09 $6.66K - $7.71K
JAX
J. Alexander'S Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
485
N/A
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
300
$73.02 - $88.3 $21.9K - $26.5K
MLND
Millendo Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
118
N/A
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
1,619
$46.54 - $56.8 $75.3K - $92K
Perspecta Inc
Q2 2021 Filed on Aug 02, 2021
5
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
500
$73.78 - $107.52 $36.9K - $53.8K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2021 Filed on Aug 02, 2021
1,000
$45.56 - $46.09 $45.6K - $46.1K
SSYS
Stratasys Ltd.

Technology
Q2 2021 Filed on Aug 02, 2021
87
$18.65 - $27.69 $1.62K - $2.41K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q2 2021 Filed on Aug 02, 2021
110
$16.55 - $18.64 $1.82K - $2.05K
VMW
Vmware, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
1
$150.72 - $170.03 $151 - $170
VVR
Invesco Senior Income Trust

Financial Services
Q2 2021 Filed on Aug 02, 2021
500
$4.19 - $4.47 $2.1K - $2.24K
Fs Kkr
Q2 2021 Filed on Aug 02, 2021
2,255
N/A
FNKO
Funko, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
150
$19.49 - $26.38 $2.92K - $3.96K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 02, 2021
292
$8.17 - $11.19 $2.39K - $3.27K
DIV
Global X Superdividend Us ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
250
$19.38 - $20.57 $4.85K - $5.14K
ITW
Illinois Tool Works Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
34
$218.3 - $239.06 $7.42K - $8.13K
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email