Darwin Advisors, LLC Closed Holding Positions

Darwin Advisors, LLC

  • $269 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
SUI
Sun Communities Inc

Real Estate
Q2 2020 Filed on Aug 06, 2020
65
$106.75 - $147.74 $6.94K - $9.6K
TRNS
Transcat Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
1
$23.05 - $28.89 $23.1 - $28.9
IXN
Ishares Global Information Tec

ETFs
Q2 2020 Filed on Aug 06, 2020
128
$28.79 - $39.26 $3.69K - $5.03K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
1,000
$9.81 - $11.65 $9.81K - $11.7K
PAYC
Paycom Software, Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
40
$165.01 - $331.5 $6.6K - $13.3K
PBT
Permian Basin Royalty Trust

Energy
Q2 2020 Filed on Aug 06, 2020
1,000
$2.69 - $3.9 $2.69K - $3.9K
DOC
Physicians Realty Trust

Real Estate
Q2 2020 Filed on Aug 06, 2020
266
$12.76 - $18.69 $3.39K - $4.97K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
144
$85.19 - $131.13 $12.3K - $18.9K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q2 2020 Filed on Aug 06, 2020
1,015
$42.67 - $54.57 $43.3K - $55.4K
REZI
Resideo Technologies, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
1,431
$3.94 - $12.47 $5.64K - $17.8K
Royal Dutch Shell PLC Spon Adr B
Q2 2020 Filed on Aug 06, 2020
27
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2020 Filed on Aug 06, 2020
1,445
$19.87 - $25.05 $28.7K - $36.2K
SKX
Skechers Usa Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
78
$21.61 - $36.74 $1.69K - $2.87K
NOVT
Novanta Inc

Technology
Q2 2020 Filed on Aug 06, 2020
69
$67.25 - $113.32 $4.64K - $7.82K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
85
$92.27 - $121.3 $7.84K - $10.3K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2020 Filed on Aug 06, 2020
24
$27.43 - $34.57 $658 - $830
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2020 Filed on Aug 06, 2020
225
$45.29 - $69.3 $10.2K - $15.6K
IHF
Ishares Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
50
$153.14 - $206.37 $7.66K - $10.3K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2020 Filed on Aug 06, 2020
38
$39.39 - $43.83 $1.5K - $1.67K
IDU
Ishares Tr U S Utils ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
323
$64.5 - $78.05 $20.8K - $25.2K
KLAC
Kla Corp

Technology
Q2 2020 Filed on Aug 06, 2020
108
$127.94 - $194.48 $13.8K - $21K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
129
$181.25 - $323.74 $23.4K - $41.8K
MASI
Masimo Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
42
$178.49 - $250.39 $7.5K - $10.5K
MTZ
Mastec Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
113
$28.91 - $47.07 $3.27K - $5.32K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2020 Filed on Aug 06, 2020
1,733
$26.11 - $28.18 $45.2K - $48.8K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
Q2 2020 Filed on Aug 06, 2020
54
$26.48 - $45.69 $1.43K - $2.47K
TFSL
Tfs Financial Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
400
$12.76 - $16.61 $5.1K - $6.64K
ASIX
Advan Six Inc.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
198
$8.82 - $16.52 $1.75K - $3.27K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q2 2020 Filed on Aug 06, 2020
118
$7.17 - $11.81 $846 - $1.39K
AES
Aes Corp

Utilities
Q2 2020 Filed on Aug 06, 2020
700
$11.61 - $14.97 $8.13K - $10.5K
ALC
Alcon Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
26
$49.45 - $64.16 $1.29K - $1.67K
ATI
Allegheny Technologies Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
100
$6.49 - $12.13 $649 - $1.21K
Allergan PLC Com
Q2 2020 Filed on Aug 06, 2020
50
N/A
Allianzgi Conv & Income Fd Com
Q2 2020 Filed on Aug 06, 2020
2,000
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2020 Filed on Aug 06, 2020
2,000
$4.78 - $8.26 $9.56K - $16.5K
AMBC
Ambac Financial Group Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
310
$11.19 - $17.33 $3.47K - $5.37K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
250
$6.73 - $13.06 $1.68K - $3.27K
ADNT
Adient PLC

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
12
$7.35 - $22.28 $88.2 - $267
ACCO
Acco Brands Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
212
$4.63 - $7.58 $982 - $1.61K
Unilever Nv Eur0.16(New York Shares)
Q2 2020 Filed on Aug 06, 2020
475
N/A
SHYD
Vaneck Short High Yield Muni E

ETFs
Q2 2020 Filed on Aug 06, 2020
1,120
$21.35 - $23.86 $23.9K - $26.7K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2020 Filed on Aug 06, 2020
1,545
$31.83 - $40.85 $49.2K - $63.1K
VTSI
Vir Tra, Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
1,000
$2.09 - $4.55 $2.09K - $4.55K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2020 Filed on Aug 06, 2020
10
$31.95 - $41.28 $320 - $413
Xilinx Inc
Q2 2020 Filed on Aug 06, 2020
266
N/A
ZBRA
Zebra Technologies Corp

Technology
Q2 2020 Filed on Aug 06, 2020
24
$174.24 - $277.55 $4.18K - $6.66K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
300
$3.3 - $3.83 $990 - $1.15K
FCO
Aberdeen Global Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 06, 2020
600
$5.32 - $6.5 $3.19K - $3.9K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q2 2020 Filed on Aug 06, 2020
173
$74.44 - $83.53 $12.9K - $14.5K
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