Burt Wealth Advisors Closed Holding Positions

Burt Wealth Advisors

  • $399 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ITW
Illinois Tool Works Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
63
$190.9 - $217.54 $12K - $13.7K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2020 Filed on Feb 11, 2021
248
$18.14 - $40.34 $4.5K - $10K
ADNT
Adient PLC

Consumer Cyclical
Q4 2020 Filed on Feb 11, 2021
1
$19.41 - $37.35 $19.4 - $37.4
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
316
$8.17 - $14.61 $2.58K - $4.62K
BNS
Bank Of Nova Scotia

Financial Services
Q4 2020 Filed on Feb 11, 2021
475
$40.78 - $54.04 $19.4K - $25.7K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Feb 11, 2021
296
$34.72 - $41.61 $10.3K - $12.3K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2020 Filed on Feb 11, 2021
286
$41.04 - $47.78 $11.7K - $13.7K
BECN
Beacon Roofing Supply Inc

Industrials
Q4 2020 Filed on Feb 11, 2021
90
$30.7 - $40.56 $2.76K - $3.65K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
4
$12.27 - $15.38 $49.1 - $61.5
PBH
Prestige Consumer Healthcare Inc.

Healthcare
Q4 2020 Filed on Feb 11, 2021
58
$32.69 - $37.69 $1.9K - $2.19K
LYG
Lloyds Banking Group PLC

Financial Services
Q4 2020 Filed on Feb 11, 2021
88
$1.31 - $2.09 $115 - $184
CNO
Cno Financial Group, Inc.

Financial Services
Q4 2020 Filed on Feb 11, 2021
291
$16.3 - $23.4 $4.74K - $6.81K
QCOM
Qualcomm Inc

Technology
Q4 2020 Filed on Feb 11, 2021
100
$115.47 - $158.8 $11.5K - $15.9K
CE
Celanese Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
22
$106.04 - $137.44 $2.33K - $3.02K
VRNT
Verint Systems Inc

Technology
Q3 2020 Filed on Nov 10, 2020
50
$21.42 - $26.17 $1.07K - $1.31K
CPS
Cooper Standard Holdings Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
57
$10.02 - $18.46 $571 - $1.05K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 10, 2020
196
$10.04 - $14.2 $1.97K - $2.78K
PRMW
Primo Water Corp

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
145
$13.24 - $15.09 $1.92K - $2.19K
Waddell & Reed Finl Inc
Q3 2020 Filed on Nov 10, 2020
77
N/A
WTM
White Mountains Insurance Group LTD

Financial Services
Q3 2020 Filed on Nov 10, 2020
5
$757.0 - $955.48 $3.79K - $4.78K
C
Citigroup Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
40
$41.85 - $53.76 $1.67K - $2.15K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q3 2020 Filed on Nov 10, 2020
21
$37.81 - $47.77 $794 - $1K
Direxion Shs ETF Tr
Q3 2020 Filed on Nov 10, 2020
250
N/A
EOG
Eog Resources Inc

Energy
Q3 2020 Filed on Nov 10, 2020
41
$35.94 - $50.89 $1.47K - $2.09K
T Mobile Us Inc
Q3 2020 Filed on Nov 10, 2020
11
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2020 Filed on Nov 10, 2020
19
$54.33 - $59.58 $1.03K - $1.13K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2020 Filed on Nov 10, 2020
7
$11.49 - $17.03 $80.4 - $119
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Nov 10, 2020
20
$90.78 - $102.52 $1.82K - $2.05K
COP
Conocophillips

Energy
Q3 2020 Filed on Nov 10, 2020
20
$32.46 - $41.78 $649 - $836
BLK
Black Rock Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
1
$535.05 - $608.0 $535 - $608
ANET
Arista Networks, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
4
$48.78 - $66.0 $195 - $264
NCR
Ncr Corp

Technology
Q3 2020 Filed on Nov 10, 2020
73
$16.17 - $22.14 $1.18K - $1.62K
PCH
Potlatchdeltic Corp

Real Estate
Q3 2020 Filed on Nov 10, 2020
33
$37.56 - $47.48 $1.24K - $1.57K
RYN
Rayonier Inc

Real Estate
Q3 2020 Filed on Nov 10, 2020
120
$24.49 - $30.1 $2.94K - $3.61K
HOPE
Hope Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
312
$7.11 - $9.12 $2.22K - $2.85K
GVA
Granite Construction Inc

Industrials
Q3 2020 Filed on Nov 10, 2020
148
$16.96 - $20.24 $2.51K - $3K
Glatfelter
Q3 2020 Filed on Nov 10, 2020
96
N/A
FE
Firstenergy Corp

Utilities
Q3 2020 Filed on Nov 10, 2020
173
$27.09 - $42.14 $4.69K - $7.29K
FHB
First Hawaiian, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
96
$14.47 - $18.59 $1.39K - $1.78K
El Paso Elec CO
Q3 2020 Filed on Nov 10, 2020
82
N/A
DBI
Designer Brands Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 10, 2020
162
$5.41 - $8.26 $876 - $1.34K
COMM
Comm Scope Holding Company, Inc.

Technology
Q3 2020 Filed on Nov 10, 2020
140
$7.75 - $11.07 $1.09K - $1.55K
Colony Cap Inc New
Q3 2020 Filed on Nov 10, 2020
250
N/A
CLDT
Chatham Lodging Trust

Real Estate
Q3 2020 Filed on Nov 10, 2020
151
$5.16 - $8.05 $779 - $1.22K
CBT
Cabot Corp

Basic Materials
Q3 2020 Filed on Nov 10, 2020
110
$35.23 - $41.12 $3.88K - $4.52K
BRKL
Brookline Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 10, 2020
181
$8.23 - $10.56 $1.49K - $1.91K
RDS-A
Shell PLC

Energy
Q3 2020 Filed on Nov 10, 2020
1,950
$23.93 - $31.98 $46.7K - $62.4K
TBBK
Bancorp, Inc.

Financial Services
Q3 2020 Filed on Nov 10, 2020
103
$8.07 - $10.69 $831 - $1.1K
AVT
Avnet Inc

Technology
Q3 2020 Filed on Nov 10, 2020
43
$25.05 - $29.22 $1.08K - $1.26K
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