Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ADP
Automatic Data Processing Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
62
$199.97 - $248.01 $12.4K - $15.4K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
340
$5.41 - $8.5 $1.84K - $2.89K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
651
$21.83 - $28.4 $14.2K - $18.5K
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Apr 21, 2022
30
$343.33 - $458.13 $10.3K - $13.7K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$14.28 - $19.53 $3.57K - $4.88K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
36
$114.7 - $138.81 $4.13K - $5K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$44.57 - $55.81 $1.43K - $1.79K
AINC
Ashford Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
6
$14.45 - $24.37 $86.7 - $146
ARCC
Ares Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
823
$19.66 - $21.7 $16.2K - $17.9K
Invesco Bulletshares
Q4 2021 Filed on Apr 21, 2022
4,748
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
54
$73.76 - $100.53 $3.98K - $5.43K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,706
$47.71 - $57.4 $81.4K - $97.9K
DE
Deere & CO

Industrials
Q4 2021 Filed on Apr 21, 2022
189
$329.0 - $367.86 $62.2K - $69.5K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
310
$33.53 - $45.38 $10.4K - $14.1K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Apr 21, 2022
44
$173.61 - $196.09 $7.64K - $8.63K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
19
$1592.1 - $1863.0 $30.2K - $35.4K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
115
$139.73 - $176.87 $16.1K - $20.3K
DFS
Discover Financial Services

Financial Services
Q4 2021 Filed on Apr 21, 2022
215
$106.13 - $132.99 $22.8K - $28.6K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$135.09 - $284.11 $6.75K - $14.2K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
25
$97.11 - $146.61 $2.43K - $3.67K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
113
$52.76 - $60.06 $5.96K - $6.79K
Draftkings Inc
Q4 2021 Filed on Apr 21, 2022
700
N/A
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
1,030
$51.76 - $79.62 $53.3K - $82K
CC
Chemours CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
47
$27.95 - $33.56 $1.31K - $1.58K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
258
$36.84 - $49.39 $9.5K - $12.7K
DBVT
Dbv Technologies S.A.

Healthcare
Q4 2021 Filed on Apr 21, 2022
215
$1.39 - $5.58 $299 - $1.2K
DDOG
Datadog, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$137.1 - $196.56 $6.86K - $9.83K
CNDT
Conduent Inc

Technology
Q4 2021 Filed on Apr 21, 2022
275
$5.0 - $7.11 $1.38K - $1.96K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
947
$71.6 - $85.32 $67.8K - $80.8K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2021 Filed on Apr 21, 2022
50
$179.37 - $211.42 $8.97K - $10.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
41
$74.42 - $85.34 $3.05K - $3.5K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,000
$12.9 - $14.69 $38.7K - $44.1K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
51
$58.85 - $65.41 $3K - $3.34K
GLW
Corning Inc

Technology
Q4 2021 Filed on Apr 21, 2022
267
$35.39 - $39.43 $9.45K - $10.5K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
14
$41.95 - $48.7 $587 - $682
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Apr 21, 2022
12
$78.72 - $108.43 $945 - $1.3K
CEQP
Crestwood Equity Partners LP

Energy
Q4 2021 Filed on Apr 21, 2022
590
$24.37 - $30.38 $14.4K - $17.9K
CRON
Cronos Group Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1
$3.85 - $6.71 $3.85 - $6.71
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
34
$44.49 - $51.04 $1.51K - $1.74K
CVS
Cvs Health Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
320
$83.15 - $103.7 $26.6K - $33.2K
DHR
Danaher Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$292.08 - $329.01 $73K - $82.3K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2021 Filed on Apr 21, 2022
10
$109.26 - $123.86 $1.09K - $1.24K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1
$605.55 - $747.79 $606 - $748
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Apr 21, 2022
24
$29.58 - $35.1 $710 - $842
ENB
Enbridge Inc

Energy
Q4 2021 Filed on Apr 21, 2022
614
$36.89 - $43.3 $22.7K - $26.6K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
2,909
$29.24 - $36.14 $85.1K - $105K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2021 Filed on Apr 21, 2022
75
$66.32 - $77.89 $4.97K - $5.84K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,897
$17.51 - $19.55 $33.2K - $37.1K
EOG
Eog Resources Inc

Energy
Q4 2021 Filed on Apr 21, 2022
15
$83.58 - $97.11 $1.25K - $1.46K
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