Atlas Private Wealth Management Closed Holding Positions

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LRCX
Lam Research Corp

Technology
Q1 2020 Filed on May 12, 2020
550
$187.89 - $341.58 $103K - $188K
CDK
Cdk Global, Inc.

Technology
Q1 2020 Filed on May 12, 2020
50
$30.61 - $56.64 $1.53K - $2.83K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2020 Filed on May 12, 2020
175
$11.94 - $22.25 $2.09K - $3.89K
IRBT
Irobot Corp

Consumer Cyclical
Q1 2020 Filed on May 12, 2020
10
$33.91 - $57.82 $339 - $578
NG
Novagold Resources Inc

Basic Materials
Q1 2020 Filed on May 12, 2020
1,500
$5.87 - $9.51 $8.81K - $14.3K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on May 12, 2020
5
$199.77 - $247.81 $999 - $1.24K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2020 Filed on May 12, 2020
24
$136.74 - $171.29 $3.28K - $4.11K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2020 Filed on May 12, 2020
4,260
$67.9 - $128.19 $289K - $546K
IEF
Ishares Barclays

ETFs
Q1 2020 Filed on May 12, 2020
68
$110.73 - $121.48 $7.53K - $8.26K
Ingersoll Rand PLC Shs
Q1 2020 Filed on May 12, 2020
550
N/A
AOS
Smith A O Corp

Industrials
Q1 2020 Filed on May 12, 2020
61
$34.75 - $48.54 $2.12K - $2.96K
OXY
Occidental Petroleum Corp

Energy
Q1 2020 Filed on May 12, 2020
0
$9.69 - $47.26 $0 - $0
IHE
Ishares Tr

ETFs
Q1 2020 Filed on May 12, 2020
36
$117.05 - $165.25 $4.21K - $5.95K
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2020 Filed on May 12, 2020
200
$45.74 - $81.9 $9.15K - $16.4K
Sanofi Contgnt Val Rt
Q1 2020 Filed on May 12, 2020
400
N/A
ADI
Analog Devices Inc

Technology
Q1 2020 Filed on May 12, 2020
58
$82.23 - $124.55 $4.77K - $7.22K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2020 Filed on May 12, 2020
0
$80.33 - $87.96 $0 - $0
PETQ
Pet Iq, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
300
$16.59 - $34.94 $4.98K - $10.5K
TK
Teekay Corp

Energy
Q1 2020 Filed on May 12, 2020
250
$2.2 - $5.26 $550 - $1.32K
BFOR
Alps ETF Tr Barrons 400 ETF
Q1 2020 Filed on May 12, 2020
275
N/A
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