Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FE
Firstenergy Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
160
$35.64 - $41.59 $5.7K - $6.65K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Apr 21, 2022
2,371
$35.92 - $42.41 $85.2K - $101K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$77.54 - $94.91 $15.5K - $19K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
327
$3.82 - $4.29 $1.25K - $1.4K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,000
$4.87 - $5.49 $9.74K - $11K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Apr 21, 2022
280
$108.95 - $110.71 $30.5K - $31K
Phenixfin Corp
Q4 2021 Filed on Apr 21, 2022
546
N/A
PAAS
Pan American Silver Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
201
$22.09 - $27.79 $4.44K - $5.59K
LUMN
Lumen Technologies, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
869
$11.79 - $14.27 $10.2K - $12.4K
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
101
$91.85 - $116.91 $9.28K - $11.8K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
225
$11.35 - $19.77 $2.55K - $4.45K
KBH
Kb Home

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
750
$38.37 - $45.13 $28.8K - $33.8K
MCHI
Ishares Msci China ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
209
$60.7 - $72.72 $12.7K - $15.2K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
32
$144.01 - $172.44 $4.61K - $5.52K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Apr 21, 2022
171
$37.77 - $40.6 $6.46K - $6.94K
SRE
Sempra Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
19
$119.66 - $132.28 $2.27K - $2.51K
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
Q4 2021 Filed on Apr 21, 2022
75
$145.64 - $179.45 $10.9K - $13.5K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
707
$29.33 - $34.9 $20.7K - $24.7K
TNL
Travel & Leisure Co.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
11
$47.15 - $59.42 $519 - $654
SRCL
Stericycle Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
166
$56.45 - $69.95 $9.37K - $11.6K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$35.97 - $36.6 $0 - $0
Sos LTD
Q4 2021 Filed on Apr 21, 2022
1,450
N/A
SIEB
Siebert Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,500
$2.06 - $3.46 $3.09K - $5.19K
ICLN
Ishares

ETFs
Q4 2021 Filed on Apr 21, 2022
355
$20.44 - $25.79 $7.26K - $9.16K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
52
$238.37 - $282.61 $12.4K - $14.7K
DNLI
Denali Therapeutics Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
15
$42.59 - $55.02 $639 - $825
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
100
$6.29 - $12.18 $629 - $1.22K
BX
Blackstone Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
57
$110.95 - $148.88 $6.32K - $8.49K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
301
$223.92 - $287.77 $67.4K - $86.6K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Apr 21, 2022
296
$73.83 - $89.84 $21.9K - $26.6K
ABR
Arbor Realty Trust Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,200
$16.7 - $20.73 $20K - $24.9K
AMKR
Amkor Technology, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
75
$21.56 - $25.66 $1.62K - $1.92K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
24
$257.53 - $292.5 $6.18K - $7.02K
D
Dominion Energy, Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
204
$70.85 - $78.57 $14.5K - $16K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q4 2021 Filed on Apr 21, 2022
46
$53.73 - $58.47 $2.47K - $2.69K
FNV
Franco Nevada Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
100
$127.49 - $149.43 $12.7K - $14.9K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
95
$87.79 - $100.94 $8.34K - $9.59K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
63
$135.47 - $153.12 $8.53K - $9.65K
HOLX
Hologic Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$68.97 - $77.92 $27.6K - $31.2K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q4 2021 Filed on Apr 21, 2022
1,628
$39.69 - $41.02 $64.6K - $66.8K
HMOP
Hartford Fds Exchange Traded T

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$41.56 - $41.94 $8.31K - $8.39K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
Q4 2021 Filed on Apr 21, 2022
3,108
$15.33 - $17.1 $47.6K - $53.1K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
200
$29.84 - $34.89 $5.97K - $6.98K
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
12
$341.3 - $505.8 $4.1K - $6.07K
ALLE
Allegion PLC

Industrials
Q4 2021 Filed on Apr 21, 2022
23
$122.79 - $136.85 $2.82K - $3.15K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
15
$33.65 - $37.56 $505 - $563
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
1,292
$68.76 - $83.14 $88.8K - $107K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
245
$63.26 - $108.62 $15.5K - $26.6K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$25.57 - $33.13 $5.11K - $6.63K
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