Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

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

Utilities
Q4 2021 Filed on Apr 21, 2022
51
$27.83 - $30.06 $1.42K - $1.53K
PINC
Premier, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
200
$36.98 - $41.54 $7.4K - $8.31K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
256
$68.66 - $75.95 $17.6K - $19.4K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
50
$94.49 - $123.26 $4.72K - $6.16K
PSA
Public Storage

Real Estate
Q4 2021 Filed on Apr 21, 2022
20
$295.26 - $374.56 $5.91K - $7.49K
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
756
$59.28 - $66.73 $44.8K - $50.4K
PFS
Provident Financial Services Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
681
$23.27 - $25.71 $15.8K - $17.5K
PSEC
Prospect Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
8,001
$7.83 - $9.0 $62.6K - $72K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
20
$90.01 - $103.97 $1.8K - $2.08K
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
234
$65.12 - $73.93 $15.2K - $17.3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
173
$179.32 - $271.7 $31K - $47K
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
135
$115.01 - $137.38 $15.5K - $18.5K
PTEN
Patterson Uti Energy Inc

Energy
Q4 2021 Filed on Apr 21, 2022
47
$6.94 - $9.85 $326 - $463
OPI
Office Properties Income Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
745
$23.13 - $28.32 $17.2K - $21.1K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Apr 21, 2022
212
$26.98 - $35.36 $5.72K - $7.5K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Apr 21, 2022
53
$183.1 - $238.9 $9.7K - $12.7K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
300
$9.23 - $9.94 $2.77K - $2.98K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
7,000
$9.22 - $9.99 $64.5K - $69.9K
Nuveen Diversified Div
Q4 2021 Filed on Apr 21, 2022
4,053
N/A
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,300
$6.22 - $6.6 $8.09K - $8.58K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$27.42 - $31.63 $5.48K - $6.33K
OMC
Omnicom Group Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
35
$66.57 - $76.57 $2.33K - $2.68K
OPRT
Oportun Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
400
$19.46 - $27.74 $7.78K - $11.1K
PANW
Palo Alto Networks Inc

Technology
Q4 2021 Filed on Apr 21, 2022
6
$469.54 - $568.34 $2.82K - $3.41K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$128.17 - $142.67 $1.03K - $1.14K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$47.97 - $62.21 $4.8K - $6.22K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q4 2021 Filed on Apr 21, 2022
608
$38.19 - $43.28 $23.2K - $26.3K
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
9
$78.77 - $91.66 $709 - $825
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
43
$79.72 - $87.07 $3.43K - $3.74K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Apr 21, 2022
247
$87.21 - $103.65 $21.5K - $25.6K
OCC
Optical Cable Corp

Technology
Q4 2021 Filed on Apr 21, 2022
500
$3.66 - $6.44 $1.83K - $3.22K
NUVA
Nuvasive Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
9
$47.19 - $62.68 $425 - $564
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
131
$23.51 - $27.83 $3.08K - $3.65K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,260
$22.75 - $26.5 $51.4K - $59.9K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$109.09 - $125.62 $21.8K - $25.1K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q4 2021 Filed on Apr 21, 2022
1,144
$103.56 - $114.25 $118K - $131K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2021 Filed on Apr 21, 2022
780
$30.89 - $32.39 $24.1K - $25.3K
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
5
$163.92 - $174.5 $820 - $873
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q4 2021 Filed on Apr 21, 2022
325
$47.29 - $48.28 $15.4K - $15.7K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2021 Filed on Apr 21, 2022
32
$106.55 - $109.3 $3.41K - $3.5K
SRLN
Ssga Active Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
34
$45.27 - $45.96 $1.54K - $1.56K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Apr 21, 2022
75
$39.36 - $55.06 $2.95K - $4.13K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
1,375
$66.5 - $72.84 $91.4K - $100K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2021 Filed on Apr 21, 2022
1,022
$90.95 - $111.47 $93K - $114K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$20.04 - $27.01 $4.01K - $5.4K
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Apr 21, 2022
32
$140.29 - $166.05 $4.49K - $5.31K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
352
$217.74 - $266.39 $76.6K - $93.8K
SYY
Sysco Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
73
$68.07 - $83.35 $4.97K - $6.08K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Apr 21, 2022
64
$43.76 - $52.36 $2.8K - $3.35K
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