Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FBT
First Trust Nyse Arca Biotechn

ETFs
Q4 2021 Filed on Apr 21, 2022
86
$153.09 - $169.84 $13.2K - $14.6K
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Apr 21, 2022
20
$74.94 - $91.73 $1.5K - $1.83K
BEPC
Brookfield Renewable Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
79
$33.76 - $42.58 $2.67K - $3.36K
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
103
$54.02 - $63.83 $5.56K - $6.57K
ZNGA
Zynga Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
NKLA
Nikola Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
41
$9.25 - $15.44 $379 - $633
OXYWS
Occidental Pete Corp Wt Exp 08
Q4 2021 Filed on Apr 21, 2022
37
N/A
SPYG
Spdr Portfolio

ETFs
Q4 2021 Filed on Apr 21, 2022
233
$63.39 - $73.48 $14.8K - $17.1K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Apr 21, 2022
370
$39.23 - $54.4 $14.5K - $20.1K
AAL
American Airlines Group Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
2,650
$16.28 - $22.26 $43.1K - $59K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
100
$156.38 - $207.21 $15.6K - $20.7K
ACN
Accenture PLC

Technology
Q4 2021 Filed on Apr 21, 2022
25
$319.49 - $415.42 $7.99K - $10.4K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
125
$4.36 - $7.77 $545 - $971
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Apr 21, 2022
371
$84.47 - $85.89 $31.3K - $31.9K
TNP
Tsakos Energy Navigation LTD

Energy
Q4 2021 Filed on Apr 21, 2022
72
$7.01 - $11.61 $505 - $836
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2021 Filed on Apr 21, 2022
262
$38.92 - $42.05 $10.2K - $11K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
145
$193.69 - $247.03 $28.1K - $35.8K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,050
$12.56 - $13.84 $13.2K - $14.5K
WFC
Wells Fargo & Company

Financial Services
Q4 2021 Filed on Apr 21, 2022
198
$45.31 - $52.0 $8.97K - $10.3K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$86.93 - $98.36 $4.69K - $5.31K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
200
$43.72 - $52.25 $8.74K - $10.5K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
19
$86.81 - $97.12 $1.65K - $1.85K
WPC
W. P. Carey Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
152
$74.14 - $83.05 $11.3K - $12.6K
VOD
Vodafone Group Public LTD CO

Communication Services
Q4 2021 Filed on Apr 21, 2022
108
$14.62 - $16.1 $1.58K - $1.74K
BLHY
Virtus Newfleet High Yield Bon

ETFs
Q4 2021 Filed on Apr 21, 2022
50
N/A
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Apr 21, 2022
82
$52.29 - $66.13 $4.29K - $5.42K
WRK
West Rock CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$42.48 - $51.63 $340 - $413
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Apr 21, 2022
151
$25.35 - $29.55 $3.83K - $4.46K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$115.43 - $146.63 $11.5K - $14.7K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$47.2 - $61.06 $9.44K - $12.2K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$122.0 - $138.86 $24.4K - $27.8K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
5,180
$15.39 - $20.12 $79.7K - $104K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
310
$76.06 - $98.05 $23.6K - $30.4K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
11
$76.42 - $90.18 $841 - $992
WDAY
Workday, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
10
$249.68 - $300.9 $2.5K - $3.01K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q4 2021 Filed on Apr 21, 2022
2,250
$30.94 - $33.79 $69.6K - $76K
USVM
Victory Portfolios Ii Victorys

ETFs
Q4 2021 Filed on Apr 21, 2022
262
$69.38 - $77.39 $18.2K - $20.3K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,260
$22.75 - $26.5 $51.4K - $59.9K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
256
$68.66 - $75.95 $17.6K - $19.4K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
611
$34.93 - $62.68 $21.3K - $38.3K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2021 Filed on Apr 21, 2022
150
$112.05 - $114.68 $16.8K - $17.2K
PHK
Pimco High Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,200
$5.98 - $6.46 $13.2K - $14.2K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2021 Filed on Apr 21, 2022
325
$101.54 - $101.91 $33K - $33.1K
Pimco Dynamic
Q4 2021 Filed on Apr 21, 2022
500
N/A
DOC
Physicians Realty Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,250
$17.52 - $19.23 $21.9K - $24K
PSX
Phillips 66

Energy
Q4 2021 Filed on Apr 21, 2022
36
$68.67 - $83.73 $2.47K - $3.01K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
173
$179.32 - $271.7 $31K - $47K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
33
$192.55 - $216.56 $6.35K - $7.15K
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
20
$102.55 - $132.2 $2.05K - $2.64K
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