Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
PH
Parker Hannifin Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
9
$280.99 - $321.84 $2.53K - $2.9K
AOS
Smith A O Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
34
$66.05 - $72.25 $2.25K - $2.46K
POOL
Pool Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
5
$351.57 - $465.04 $1.76K - $2.33K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
14
$194.92 - $220.69 $2.73K - $3.09K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
500
$73.78 - $107.52 $36.9K - $53.8K
RPM
Rpm International Inc

Basic Materials
Q2 2021 Filed on Aug 02, 2021
39
$86.99 - $97.92 $3.39K - $3.82K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
40
$56.38 - $57.16 $2.26K - $2.29K
DLB
Dolby Laboratories, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
6
$92.17 - $103.53 $553 - $621
OLED
Universal Display Corp Pa

Technology
Q1 2021 Filed on Apr 28, 2021
75
$189.08 - $260.29 $14.2K - $19.5K
Allianzgi Conv
Q1 2021 Filed on Apr 28, 2021
375
N/A
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
22
$153.25 - $174.4 $3.37K - $3.84K
Allianzgi Conv
Q1 2021 Filed on Apr 28, 2021
2,000
N/A
BB
Blackberry LTD

Technology
Q1 2021 Filed on Apr 28, 2021
125
$6.58 - $25.1 $823 - $3.14K
180 Degree
Q1 2021 Filed on Apr 28, 2021
500
N/A
Wyndham Destinations
Q1 2021 Filed on Apr 28, 2021
11
N/A
ASND
Ascendis Pharma A/S

Healthcare
Q1 2021 Filed on Apr 28, 2021
35
$124.92 - $173.33 $4.37K - $6.07K
BHC
Bausch Health Companies Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
$21.37 - $34.38 $2.14K - $3.44K
Indexiq Iq
Q1 2021 Filed on Apr 28, 2021
15,694
N/A
SQ
Block, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
74
$201.87 - $276.57 $14.9K - $20.5K
American Intl
Q1 2021 Filed on Apr 28, 2021
10
N/A
GILT
Gilat Satellite Networks LTD

Technology
Q1 2021 Filed on Apr 28, 2021
132
$6.81 - $21.3 $899 - $2.81K
SE
Sea LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
44
$194.37 - $280.0 $8.55K - $12.3K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2021 Filed on Apr 28, 2021
3,165
$28.65 - $32.81 $90.7K - $104K
Call 4 Verizon Commns In
Q1 2021 Filed on Apr 28, 2021
1
N/A
IYR
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
15
$82.27 - $92.74 $1.23K - $1.39K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
1,200
$27.01 - $49.1 $32.4K - $58.9K
Call 4 Crestwood Equity
Q1 2021 Filed on Apr 28, 2021
6
N/A
Colonnade Acquisition
Q1 2021 Filed on Apr 28, 2021
634
N/A
ENTG
Entegris Inc

Technology
Q1 2021 Filed on Apr 28, 2021
74
$93.99 - $113.56 $6.96K - $8.4K
Call 1 Duke Energy Corp
Q1 2021 Filed on Apr 28, 2021
1
N/A
KRBP
Kiromic Biopharma, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
2,000
$8.2 - $11.81 $16.4K - $23.6K
FCEL
Fuelcell Energy Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
300
$10.61 - $27.96 $3.18K - $8.39K
Eaton Vance
Q1 2021 Filed on Apr 28, 2021
36
N/A
RMBL
Rumble On, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
94
$30.36 - $57.5 $2.85K - $5.41K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
350
$21.75 - $37.73 $7.61K - $13.2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q1 2021 Filed on Apr 28, 2021
2,382
$97.73 - $99.18 $233K - $236K
DVAX
Dynavax Technologies Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
50
$4.57 - $11.18 $229 - $559
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Apr 28, 2021
933
N/A
VLDR
Velodyne Lidar, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
1,000
$11.4 - $25.82 $11.4K - $25.8K
RH
Rh

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
26
$441.46 - $600.0 $11.5K - $15.6K
AVAV
Aero Vironment Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
153
$85.93 - $137.94 $13.1K - $21.1K
Medley Capital
Q1 2021 Filed on Apr 28, 2021
1,645
N/A
WES
Western Midstream Partners, LP

Energy
Q1 2021 Filed on Apr 28, 2021
107
$14.13 - $20.1 $1.51K - $2.15K
Bristol Myers
Q1 2021 Filed on Apr 28, 2021
1,703
N/A
Oaktree Strategic
Q1 2021 Filed on Apr 28, 2021
25,681
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
50
$123.21 - $185.27 $6.16K - $9.26K
Call 1 Sirius Xm Hldgs I
Q1 2021 Filed on Apr 28, 2021
5
N/A
BNDC
Flexshares Tr Core Select Bd F

ETFs
Q1 2021 Filed on Apr 28, 2021
185
$25.85 - $26.94 $4.78K - $4.98K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2020 Filed on Jan 29, 2021
4,090
$12.27 - $15.38 $50.2K - $62.9K
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