Atwood & Palmer Inc Closed Holding Positions

Atwood & Palmer Inc

  • $1.41 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FLS
Flowserve Corp

Industrials
Q1 2022 Filed on Apr 29, 2022
525
$29.7 - $35.9 $15.6K - $18.8K
ENB
Enbridge Inc

Energy
Q1 2022 Filed on Apr 29, 2022
296
$38.97 - $46.36 $11.5K - $13.7K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2022 Filed on Apr 29, 2022
47
$30.1 - $36.02 $1.41K - $1.69K
PIPR
Piper Sandler Companies

Financial Services
Q1 2022 Filed on Apr 29, 2022
20
$123.72 - $184.49 $2.47K - $3.69K
ACES
Alps ETF Tr Clean Energy ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
500
$48.6 - $65.5 $24.3K - $32.8K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2022 Filed on Apr 29, 2022
73
$29.49 - $38.77 $2.15K - $2.83K
SSO
Proshares Ultra S&P 500

ETFs
Q1 2022 Filed on Apr 29, 2022
50
$55.62 - $74.05 $2.78K - $3.7K
NP
Neenah Inc
Q1 2022 Filed on Apr 29, 2022
500
$32.66 - $49.65 $16.3K - $24.8K
CMP
Compass Minerals International Inc

Basic Materials
Q1 2022 Filed on Apr 29, 2022
25
$51.13 - $64.69 $1.28K - $1.62K
CSX
Csx Corp

Industrials
Q1 2022 Filed on Apr 29, 2022
711
$33.34 - $37.8 $23.7K - $26.9K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on Apr 29, 2022
175
$71.88 - $80.4 $12.6K - $14.1K
GSK
Gsk PLC

Healthcare
Q1 2022 Filed on Apr 29, 2022
62
$40.23 - $47.74 $2.49K - $2.96K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
70
$196.8 - $241.65 $13.8K - $16.9K
Monmouth Real Estate Invt CO
Q1 2022 Filed on Apr 29, 2022
12,480
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
228
$34.8 - $42.7 $7.93K - $9.74K
WOR
Worthington Industries Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
21
$51.15 - $62.14 $1.07K - $1.3K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 29, 2022
324
$44.64 - $55.71 $14.5K - $18.1K
AOA
Ishares Tr Core Aggressive All

ETFs
Q1 2022 Filed on Apr 29, 2022
66
$65.0 - $73.15 $4.29K - $4.83K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 24, 2022
6,625
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q4 2021 Filed on Jan 24, 2022
550
$39.06 - $53.11 $21.5K - $29.2K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 24, 2022
500
N/A
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q4 2021 Filed on Jan 24, 2022
5,940
$30.56 - $37.19 $182K - $221K
NTR
Nutrien Ltd.

Basic Materials
Q4 2021 Filed on Jan 24, 2022
200
$65.93 - $76.54 $13.2K - $15.3K
BBY
Best Buy CO Inc

Consumer Cyclical
Q4 2021 Filed on Jan 24, 2022
26
$95.77 - $138.0 $2.49K - $3.59K
YELL
Yellow Corp

Industrials
Q4 2021 Filed on Jan 24, 2022
3
$5.85 - $14.64 $17.5 - $43.9
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Jan 24, 2022
7,750
N/A
SNN
Smith & Nephew PLC

Healthcare
Q4 2021 Filed on Jan 24, 2022
600
$31.98 - $37.15 $19.2K - $22.3K
FNF
Fidelity National Financial, Inc.

Financial Services
Q4 2021 Filed on Jan 24, 2022
400
$45.67 - $52.62 $18.3K - $21K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2021 Filed on Oct 19, 2021
8
$60.41 - $67.15 $483 - $537
HDMV
First Tr ETF Iii Horizon Manag

ETFs
Q3 2021 Filed on Oct 19, 2021
700
$30.85 - $32.8 $21.6K - $23K
IXN
Ishares Global Information Tec

ETFs
Q3 2021 Filed on Oct 19, 2021
16
$56.11 - $60.64 $898 - $970
General Electric CO
Q3 2021 Filed on Oct 19, 2021
4,561
N/A
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q3 2021 Filed on Oct 19, 2021
160
$63.43 - $85.2 $10.1K - $13.6K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q3 2021 Filed on Oct 19, 2021
24
$167.02 - $183.38 $4.01K - $4.4K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 19, 2021
120
$60.14 - $68.66 $7.22K - $8.24K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2021 Filed on Oct 19, 2021
295
$26.48 - $26.97 $7.81K - $7.96K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q3 2021 Filed on Oct 19, 2021
146
$53.21 - $53.97 $7.77K - $7.88K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q3 2021 Filed on Oct 19, 2021
203
$40.74 - $44.79 $8.27K - $9.09K
EBIX
Ebix Inc

Technology
Q3 2021 Filed on Oct 19, 2021
140
$26.7 - $33.47 $3.74K - $4.69K
OVV
Ovintiv Inc.

Energy
Q3 2021 Filed on Oct 19, 2021
169
$22.64 - $33.45 $3.83K - $5.65K
Perspecta Inc
Q2 2021 Filed on Jul 26, 2021
8
N/A
TROW
Price T Rowe Group Inc

Financial Services
Q2 2021 Filed on Jul 26, 2021
125
$173.96 - $197.97 $21.7K - $24.7K
AI
C3.Ai, Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
100
$48.89 - $76.15 $4.89K - $7.62K
CNCR
ETF Ser Solutions Loncar Cance

ETFs
Q2 2021 Filed on Jul 26, 2021
665
$27.91 - $32.09 $18.6K - $21.3K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q2 2021 Filed on Jul 26, 2021
345
$34.91 - $39.92 $12K - $13.8K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q2 2021 Filed on Jul 26, 2021
390
$56.23 - $66.9 $21.9K - $26.1K
NWL
Newell Brands Inc.

Consumer Defensive
Q2 2021 Filed on Jul 26, 2021
140
$25.99 - $29.34 $3.64K - $4.11K
AVT
Avnet Inc

Technology
Q2 2021 Filed on Jul 26, 2021
83
$38.83 - $44.86 $3.22K - $3.72K
PXE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 26, 2021
680
$13.93 - $19.07 $9.47K - $13K
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