Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Apr 21, 2022
80
$230.08 - $250.94 $18.4K - $20.1K
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$74.57 - $87.19 $2.61K - $3.05K
BHB
Bar Harbor Bankshares

Financial Services
Q4 2021 Filed on Apr 21, 2022
450
$27.23 - $32.64 $12.3K - $14.7K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
494
$25.5 - $27.57 $12.6K - $13.6K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$6.72 - $8.1 $53.8 - $64.8
GD
General Dynamics Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
27
$188.97 - $209.52 $5.1K - $5.66K
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
42
$52.85 - $60.09 $2.22K - $2.52K
GKOS
Glaukos Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$40.27 - $56.99 $4.03K - $5.7K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
134
$38.88 - $45.31 $5.21K - $6.07K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
100
$136.3 - $180.96 $13.6K - $18.1K
GPRO
Go Pro, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
100
$8.56 - $11.64 $856 - $1.16K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,650
$14.86 - $15.35 $24.5K - $25.3K
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
321
$31.71 - $41.99 $10.2K - $13.5K
EXC
Exelon Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
372
$33.93 - $41.2 $12.6K - $15.3K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
1,383
$69.13 - $81.02 $95.6K - $112K
FITB
Fifth Third Bancorp

Financial Services
Q4 2021 Filed on Apr 21, 2022
40
$41.18 - $45.59 $1.65K - $1.82K
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Apr 21, 2022
710
$32.91 - $35.56 $23.4K - $25.2K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
300
$24.18 - $25.48 $7.25K - $7.64K
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
30
$825.56 - $971.49 $24.8K - $29.1K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2021 Filed on Apr 21, 2022
1,805
$47.04 - $48.28 $84.9K - $87.1K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q4 2021 Filed on Apr 21, 2022
496
$20.26 - $20.68 $10K - $10.3K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1
$5.95 - $6.38 $5.95 - $6.38
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
23
$166.95 - $218.76 $3.84K - $5.03K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,000
$9.37 - $10.37 $18.7K - $20.7K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,300
$9.09 - $10.33 $11.8K - $13.4K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$15.9 - $24.77 $398 - $619
HAL
Halliburton CO

Energy
Q4 2021 Filed on Apr 21, 2022
152
$21.15 - $26.46 $3.21K - $4.02K
HCA
Hca Healthcare, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$225.59 - $260.0 $7.9K - $9.1K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
800
$29.95 - $34.72 $24K - $27.8K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Apr 21, 2022
252
$125.2 - $162.72 $31.6K - $41K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
1,207
$21.79 - $22.14 $26.3K - $26.7K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
379
$14.62 - $16.67 $5.54K - $6.32K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
8,897
$21.37 - $21.54 $190K - $192K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2021 Filed on Apr 21, 2022
2,000
$19.31 - $21.84 $38.6K - $43.7K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q4 2021 Filed on Apr 21, 2022
845
$53.05 - $58.54 $44.8K - $49.5K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
Q4 2021 Filed on Apr 21, 2022
4,818
$30.01 - $32.26 $145K - $155K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2021 Filed on Apr 21, 2022
385
$25.62 - $26.22 $9.86K - $10.1K
IVZ
Invesco Ltd.

Financial Services
Q4 2021 Filed on Apr 21, 2022
341
$21.76 - $26.53 $7.42K - $9.05K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q4 2021 Filed on Apr 21, 2022
1,070
$26.7 - $27.14 $28.6K - $29K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$37.78 - $44.19 $3.78K - $4.42K
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
390
$22.55 - $24.31 $8.79K - $9.48K
ATRS
Antares Pharma, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
4,575
$7.79 - $8.73 $35.6K - $39.9K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$152.7 - $178.12 $4.89K - $5.7K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2021 Filed on Apr 21, 2022
347
$21.86 - $22.24 $7.59K - $7.72K
HFRO
Highland Income Fund\Ma

Financial Services
Q4 2021 Filed on Apr 21, 2022
6,578
$10.73 - $11.44 $70.6K - $75.3K
HPQ
Hp Inc

Technology
Q4 2021 Filed on Apr 21, 2022
78
$26.48 - $38.1 $2.07K - $2.97K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Apr 21, 2022
250
$54.61 - $70.5 $13.7K - $17.6K
IRT
Independence Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
2,564
$20.65 - $25.83 $52.9K - $66.2K
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email