Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

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

Utilities
Q2 2021 Filed on Aug 02, 2021
1,346
$42.67 - $47.75 $57.4K - $64.3K
UMC
United Microelectronics Corp

Technology
Q2 2021 Filed on Aug 02, 2021
292
$8.17 - $11.19 $2.39K - $3.27K
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
XEL
Xcel Energy Inc

Utilities
Q2 2021 Filed on Aug 02, 2021
237
$65.71 - $72.59 $15.6K - $17.2K
VLO
Valero Energy Corp

Energy
Q2 2021 Filed on Aug 02, 2021
11
$68.48 - $84.39 $753 - $928
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
39
$55.86 - $61.05 $2.18K - $2.38K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2021 Filed on Aug 02, 2021
169
$51.28 - $52.56 $8.67K - $8.88K
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
2
$361.2 - $412.36 $722 - $825
RPRX
Royalty Pharma PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
10
$39.85 - $46.63 $399 - $466
RIO
Rio Tinto PLC

Basic Materials
Q2 2021 Filed on Aug 02, 2021
4
$77.98 - $94.65 $312 - $379
Fs Kkr
Q2 2021 Filed on Aug 02, 2021
2,255
N/A
RELX
Relx PLC

Communication Services
Q2 2021 Filed on Aug 02, 2021
53
$25.53 - $27.25 $1.35K - $1.44K
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$79.48 - $119.0 $3.18K - $4.76K
RGA
Reinsurance Group Of America Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$112.61 - $134.43 $563 - $672
RJF
Raymond James Financial Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$82.71 - $91.09 $414 - $455
SEEL
Seelos Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
4,240
$2.64 - $6.32 $11.2K - $26.8K
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
7
$51.36 - $56.71 $360 - $397
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
35
$17.47 - $19.38 $611 - $678
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
200
$56.4 - $67.65 $11.3K - $13.5K
TFX
Teleflex Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
1
$385.96 - $443.85 $386 - $444
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
156
$96.47 - $109.38 $15K - $17.1K
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2021 Filed on Aug 02, 2021
202
$50.55 - $56.39 $10.2K - $11.4K
POOL
Pool Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
5
$351.57 - $465.04 $1.76K - $2.33K
SSYS
Stratasys Ltd.

Technology
Q2 2021 Filed on Aug 02, 2021
87
$18.65 - $27.69 $1.62K - $2.41K
BWX
Spdr Bloomberg International T

ETFs
Q2 2021 Filed on Aug 02, 2021
50
$29.28 - $30.06 $1.46K - $1.5K
FNKO
Funko, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
150
$19.49 - $26.38 $2.92K - $3.96K
PB
Prosperity Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
11
$69.86 - $77.29 $768 - $850
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2021 Filed on Aug 02, 2021
157
$174.76 - $191.37 $27.4K - $30K
PEO
Adams Natural Resources Fund, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
240
$14.48 - $16.8 $3.48K - $4.03K
TRMB
Trimble Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
44
$73.84 - $84.12 $3.25K - $3.7K
EEFT
Euronet Worldwide, Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
20
$135.35 - $156.96 $2.71K - $3.14K
TRU
Trans Union

Industrials
Q2 2021 Filed on Aug 02, 2021
22
$92.26 - $111.56 $2.03K - $2.45K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
88
$46.57 - $51.33 $4.1K - $4.52K
STLD
Steel Dynamics Inc

Basic Materials
Q2 2021 Filed on Aug 02, 2021
86
$50.12 - $66.51 $4.31K - $5.72K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
14
$194.92 - $220.69 $2.73K - $3.09K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
34
$66.05 - $72.25 $2.25K - $2.46K
Call 4 Astrazeneca PLC
Q2 2021 Filed on Aug 02, 2021
1
N/A
JLL
Jones Lang Lasalle Inc

Real Estate
Q2 2021 Filed on Aug 02, 2021
14
$176.19 - $211.63 $2.47K - $2.96K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
1,619
$46.54 - $56.8 $75.3K - $92K
XYL
Xylem Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
47
$104.64 - $119.96 $4.92K - $5.64K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
239
$152.89 - $163.76 $36.5K - $39.1K
COLM
Columbia Sportswear CO

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
27
$98.32 - $113.49 $2.65K - $3.06K
WEX
Wex Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
30
$187.76 - $229.02 $5.63K - $6.87K
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
61
$63.18 - $69.12 $3.85K - $4.22K
Innovator S&P
Q2 2021 Filed on Aug 02, 2021
611
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
68
$100.83 - $107.15 $6.86K - $7.29K
Call 4 Spirit Airlines I
Q2 2021 Filed on Aug 02, 2021
2
N/A
NVST
Envista Holdings Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
117
$40.83 - $45.48 $4.78K - $5.32K
Call 4 Vodafone Group Pl
Q2 2021 Filed on Aug 02, 2021
12
N/A
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