Darwin Advisors, LLC Closed Holding Positions

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WEX
Wex Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
50
$93.17 - $180.49 $4.66K - $9.02K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on Aug 06, 2020
42
$15.34 - $24.64 $644 - $1.03K
WTW
Willis Towers Watson PLC

Financial Services
Q2 2020 Filed on Aug 06, 2020
13
$156.19 - $206.81 $2.03K - $2.69K
Wisdomtree Trust Floatng Rat Trea ETF
Q2 2020 Filed on Aug 06, 2020
189
N/A
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q2 2020 Filed on Aug 06, 2020
100
$11.27 - $12.96 $1.13K - $1.3K
TRNS
Transcat Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
1
$23.05 - $28.89 $23.1 - $28.9
Proshares Trust Pshs Uldow30 New ETF
Q2 2020 Filed on Aug 06, 2020
5,300
N/A
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 06, 2020
150
$28.36 - $36.98 $4.25K - $5.55K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
6,774
$8.89 - $17.33 $60.2K - $117K
SAP
Sap Se

Technology
Q2 2020 Filed on Aug 06, 2020
28
$104.99 - $141.07 $2.94K - $3.95K
SLB
Schlumberger Limited

Energy
Q2 2020 Filed on Aug 06, 2020
19
$12.59 - $23.65 $239 - $449
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q2 2020 Filed on Aug 06, 2020
255
$39.01 - $57.03 $9.95K - $14.5K
SSP
E.W. Scripps CO

Communication Services
Q2 2020 Filed on Aug 06, 2020
3,000
$5.52 - $11.86 $16.6K - $35.6K
SA
Seabridge Gold Inc

Basic Materials
Q2 2020 Filed on Aug 06, 2020
340
$9.2 - $17.54 $3.13K - $5.96K
SEAC
Seachange International Inc

Technology
Q2 2020 Filed on Aug 06, 2020
1,000
$1.42 - $3.63 $1.42K - $3.63K
SEM
Select Medical Holdings Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
87
$12.0 - $18.84 $1.04K - $1.64K
SIEN
Sientra, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
9,000
$1.65 - $4.7 $14.9K - $42.3K
SWKS
Skyworks Solutions, Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
100
$80.3 - $136.16 $8.03K - $13.6K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
201
$74.75 - $102.76 $15K - $20.7K
RAD
Rite Aid Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
100
$11.43 - $17.31 $1.14K - $1.73K
Retail Prop Of America Inc Cl A
Q2 2020 Filed on Aug 06, 2020
4,359
N/A
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q2 2020 Filed on Aug 06, 2020
200
$42.21 - $58.1 $8.44K - $11.6K
Proshares Trust Ultrashrt S&P500 ETF
Q2 2020 Filed on Aug 06, 2020
2,100
N/A
PSEC
Prospect Capital Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
1,800
$3.78 - $5.74 $6.8K - $10.3K
PRTA
Prothena Corp Public LTD CO

Healthcare
Q2 2020 Filed on Aug 06, 2020
2
$9.56 - $12.51 $19.1 - $25
PUK
Prudential PLC

Financial Services
Q2 2020 Filed on Aug 06, 2020
57
$21.9 - $31.11 $1.25K - $1.77K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2020 Filed on Aug 06, 2020
200
$6.56 - $7.51 $1.31K - $1.5K
DGX
Quest Diagnostics Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
100
$73.34 - $122.61 $7.33K - $12.3K
R1 Rcm Inc Com
Q2 2020 Filed on Aug 06, 2020
869
N/A
Rbb Fund Inc Mfaf Small Cap Growth ETF
Q2 2020 Filed on Aug 06, 2020
400
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
834
$24.29 - $36.06 $20.3K - $30.1K
RGEN
Repligen Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
100
$94.33 - $140.48 $9.43K - $14K
RMD
Resmed Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
60
$142.29 - $192.0 $8.54K - $11.5K
SJI
South Jersey Industries Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
318
$22.44 - $29.63 $7.14K - $9.42K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q2 2020 Filed on Aug 06, 2020
22
$32.9 - $43.96 $724 - $967
TEL
Te Connectivity Ltd.

Technology
Q2 2020 Filed on Aug 06, 2020
37
$58.69 - $91.65 $2.17K - $3.39K
Tech Data Corp Com
Q2 2020 Filed on Aug 06, 2020
180
N/A
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
150
$139.1 - $204.94 $20.9K - $30.7K
TDY
Teledyne Technologies Inc

Technology
Q2 2020 Filed on Aug 06, 2020
30
$277.11 - $380.44 $8.31K - $11.4K
CC
Chemours CO

Basic Materials
Q2 2020 Filed on Aug 06, 2020
79
$7.26 - $17.65 $574 - $1.39K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
240
$32.07 - $46.67 $7.7K - $11.2K
RMR
Rmr Group Inc.

Real Estate
Q2 2020 Filed on Aug 06, 2020
5
$23.76 - $34.48 $119 - $172
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
Q2 2020 Filed on Aug 06, 2020
100
$19.02 - $21.26 $1.9K - $2.13K
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2020 Filed on Aug 06, 2020
242
$5.54 - $10.81 $1.34K - $2.62K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 06, 2020
1,125
$38.47 - $49.17 $43.3K - $55.3K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Aug 06, 2020
66
$32.25 - $44.19 $2.13K - $2.92K
TM
Toyota Motor Corp

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
19
$115.0 - $132.07 $2.19K - $2.51K
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2020 Filed on Aug 06, 2020
23
$116.33 - $146.84 $2.68K - $3.38K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Aug 06, 2020
37
$14.31 - $21.28 $529 - $787
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