Atlas Private Wealth Management Closed Holding Positions

Atlas Private Wealth Management

  • $227 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TNDM
Tandem Diabetes Care Inc

Healthcare
Q4 2020 Filed on Jan 27, 2021
200
$86.4 - $121.75 $17.3K - $24.4K
Trustco Bk Corp N Y Com
Q4 2020 Filed on Jan 27, 2021
141
N/A
XYL
Xylem Inc.

Industrials
Q4 2020 Filed on Jan 27, 2021
250
$82.56 - $101.79 $20.6K - $25.4K
CNP
Centerpoint Energy Inc

Utilities
Q4 2020 Filed on Jan 27, 2021
500
$19.4 - $25.17 $9.7K - $12.6K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q4 2020 Filed on Jan 27, 2021
104
$38.33 - $42.89 $3.99K - $4.46K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2020 Filed on Jan 27, 2021
187
$109.93 - $128.18 $20.6K - $24K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q4 2020 Filed on Jan 27, 2021
108
$33.76 - $42.22 $3.65K - $4.56K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q4 2020 Filed on Jan 27, 2021
151
$7.37 - $11.07 $1.11K - $1.67K
CNQ
Canadian Natural Resources LTD

Energy
Q4 2020 Filed on Jan 27, 2021
155
$15.54 - $25.23 $2.41K - $3.91K
NBTB
Nbt Bancorp Inc

Financial Services
Q4 2020 Filed on Jan 27, 2021
521
$26.19 - $32.84 $13.6K - $17.1K
HYG
Ishares Tr

ETFs
Q4 2020 Filed on Jan 27, 2021
107
$83.46 - $87.3 $8.93K - $9.34K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2020 Filed on Nov 05, 2020
48
$10.19 - $12.06 $489 - $579
CRON
Cronos Group Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
100
$4.96 - $7.08 $496 - $708
GNW
Genworth Financial Inc

Financial Services
Q3 2020 Filed on Nov 05, 2020
17
$2.01 - $3.75 $34.2 - $63.8
YTRA
Yatra Online, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
700
$0.55 - $0.79 $385 - $553
RBKB
Rhinebeck Bancorp, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
100
$6.32 - $6.9 $632 - $690
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2020 Filed on Nov 05, 2020
100
$35.29 - $43.82 $3.53K - $4.38K
CI
Cigna Corp

Healthcare
Q3 2020 Filed on Nov 05, 2020
28
$160.5 - $190.5 $4.49K - $5.33K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 05, 2020
600
$8.71 - $10.98 $5.23K - $6.59K
DXC
Dxc Technology CO

Technology
Q3 2020 Filed on Nov 05, 2020
8
$15.16 - $22.37 $121 - $179
HPQ
Hp Inc

Technology
Q3 2020 Filed on Nov 05, 2020
100
$16.41 - $19.85 $1.64K - $1.99K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2020 Filed on Nov 05, 2020
200
$60.93 - $71.38 $12.2K - $14.3K
Marinus Pharmaceuticals Inc Com
Q3 2020 Filed on Nov 05, 2020
20,000
N/A
Match Group Inc Com
Q3 2020 Filed on Nov 05, 2020
60
N/A
OKTA
Okta, Inc.

Technology
Q3 2020 Filed on Nov 05, 2020
30
$193.16 - $230.6 $5.79K - $6.92K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
22
$49.97 - $63.68 $1.1K - $1.4K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
6,000
$9.98 - $18.42 $59.9K - $111K
SHOP
Shopify Inc.

Technology
Q3 2020 Filed on Nov 05, 2020
5
$87.08 - $113.43 $435 - $567
SLNO
Soleno Therapeutics Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
10,000
$1.71 - $2.51 $17.1K - $25.1K
UBER
Uber Technologies, Inc

Technology
Q3 2020 Filed on Nov 05, 2020
1
$29.42 - $37.95 $29.4 - $38
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
257
$16.36 - $25.09 $4.2K - $6.45K
VST
Vistra Corp.

Utilities
Q3 2020 Filed on Nov 05, 2020
0
$17.82 - $20.14 $0 - $0
WEX
Wex Inc.

Technology
Q3 2020 Filed on Nov 05, 2020
18
$137.84 - $170.27 $2.48K - $3.06K
TGT
Target Corp

Consumer Defensive
Q3 2020 Filed on Nov 05, 2020
54
$117.7 - $157.42 $6.36K - $8.5K
Iac Interactivecorp Com
Q3 2020 Filed on Nov 05, 2020
50
N/A
IDXX
Idexx Laboratories Inc

Healthcare
Q3 2020 Filed on Nov 05, 2020
27
$334.54 - $406.31 $9.03K - $11K
FSLR
First Solar, Inc.

Technology
Q3 2020 Filed on Nov 05, 2020
100
$49.09 - $80.0 $4.91K - $8K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q3 2020 Filed on Nov 05, 2020
3,000
$4.99 - $6.95 $15K - $20.9K
Nuance Communications Inc Com
Q3 2020 Filed on Nov 05, 2020
100
N/A
MLM
Martin Marietta Materials Inc

Basic Materials
Q3 2020 Filed on Nov 05, 2020
104
$202.87 - $235.36 $21.1K - $24.5K
Pyxus Intl Inc Com
Q3 2020 Filed on Nov 05, 2020
10
N/A
SONY
Sony Group Corp

Technology
Q3 2020 Filed on Nov 05, 2020
23
$69.16 - $83.45 $1.59K - $1.92K
EBAY
Ebay Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
73
$48.61 - $59.27 $3.55K - $4.33K
DHI
Horton D R Inc

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
1,510
$53.86 - $76.97 $81.3K - $116K
AEP
American Electric Power CO Inc

Utilities
Q3 2020 Filed on Nov 05, 2020
697
$77.82 - $89.28 $54.2K - $62.2K
AROW
Arrow Financial Corp

Financial Services
Q3 2020 Filed on Nov 05, 2020
387
$24.63 - $29.65 $9.53K - $11.5K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
135
$5.58 - $26.75 $753 - $3.61K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2020 Filed on Nov 05, 2020
100
$8.98 - $10.21 $898 - $1.02K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q3 2020 Filed on Nov 05, 2020
5
$80.13 - $100.07 $401 - $500
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