Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SPLK
Splunk Inc

Technology
Q4 2021 Filed on Apr 21, 2022
24
$108.91 - $173.31 $2.61K - $4.16K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$20.04 - $27.01 $4.01K - $5.4K
SONY
Sony Group Corp

Technology
Q4 2021 Filed on Apr 21, 2022
100
$105.56 - $127.48 $10.6K - $12.7K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Apr 21, 2022
50
$44.42 - $77.34 $2.22K - $3.87K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,063
$5.96 - $6.63 $6.34K - $7.05K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
32
$12.49 - $15.43 $400 - $494
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
3
$64.27 - $96.67 $193 - $290
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Apr 21, 2022
20
$203.94 - $344.46 $4.08K - $6.89K
RMR
Rmr Group Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
12
$32.67 - $37.55 $392 - $451
RAD
Rite Aid Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
145
$11.52 - $15.36 $1.67K - $2.23K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
300
$53.24 - $87.79 $16K - $26.3K
RPAI
Retail Properties Of America, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
131
$23.51 - $27.83 $3.08K - $3.65K
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
110
$247.21 - $309.96 $27.2K - $34.1K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Apr 21, 2022
4
$28.38 - $34.74 $114 - $139
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
661
$73.11 - $83.4 $48.3K - $55.1K
SWIR
Sierra Wireless Inc

Technology
Q4 2021 Filed on Apr 21, 2022
100
$14.91 - $19.02 $1.49K - $1.9K
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
30
$285.04 - $352.16 $8.55K - $10.6K
SFL
Sfl Corp Ltd.

Industrials
Q4 2021 Filed on Apr 21, 2022
2,701
$7.85 - $9.07 $21.2K - $24.5K
NOW
Service Now, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
9
$599.57 - $701.73 $5.4K - $6.32K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Apr 21, 2022
777
$63.88 - $71.58 $49.6K - $55.6K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Apr 21, 2022
311
$53.01 - $59.14 $16.5K - $18.4K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$62.25 - $63.89 $0 - $0
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
11
$120.01 - $139.45 $1.32K - $1.53K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2021 Filed on Apr 21, 2022
13
$51.87 - $56.86 $674 - $739
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
40
$142.5 - $168.39 $5.7K - $6.74K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2021 Filed on Apr 21, 2022
24
$45.28 - $55.09 $1.09K - $1.32K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
94
$270.99 - $309.52 $25.5K - $29.1K
IAU
Ishares Gold Trust

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$33.36 - $35.53 $0 - $0
IRM
Iron Mountain Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
355
$42.63 - $52.77 $15.1K - $18.7K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q4 2021 Filed on Apr 21, 2022
3,598
$50.27 - $50.46 $181K - $182K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
15
$586.54 - $666.48 $8.8K - $10K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2021 Filed on Apr 21, 2022
159
$78.69 - $96.31 $12.5K - $15.3K
MRVL
Marvell Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
125
$57.59 - $91.51 $7.2K - $11.4K
MNMDXXXX
Mind Medicine Mindmed Inc
Q4 2021 Filed on Apr 21, 2022
6,000
N/A
NOC
Northrop Grumman Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
6
$345.98 - $406.62 $2.08K - $2.44K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$54.44 - $58.74 $0 - $0
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.31 - $57.77 $0 - $0
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$30.22 - $33.49 $0 - $0
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$63.81 - $71.97 $12.8K - $14.4K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Apr 21, 2022
11
$172.65 - $193.08 $1.9K - $2.12K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Apr 21, 2022
2,050
$28.67 - $37.13 $58.8K - $76.1K
OMF
One Main Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
675
$47.89 - $60.29 $32.3K - $40.7K
OTLY
Oatly Group Ab

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
192
$7.61 - $14.87 $1.46K - $2.86K
Global X
Q4 2021 Filed on Apr 21, 2022
504
N/A
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
434
$44.74 - $50.03 $19.4K - $21.7K
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
15
$105.3 - $120.66 $1.58K - $1.81K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
1
$2067.01 - $2648.2 $2.07K - $2.65K
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
102
$28.81 - $33.74 $2.94K - $3.44K
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