Darwin Advisors, LLC Closed Holding Positions

Darwin Advisors, LLC

  • $356 Million
  • Q3 2024
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
RWX
Spdr Dow Jones International R

ETFs
Q2 2020 Filed on Aug 06, 2020
270
$24.67 - $31.96 $6.66K - $8.63K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2020 Filed on Aug 06, 2020
132
$29.44 - $30.48 $3.89K - $4.02K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q2 2020 Filed on Aug 06, 2020
187
$48.24 - $49.96 $9.02K - $9.34K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q2 2020 Filed on Aug 06, 2020
40
$22.98 - $32.18 $919 - $1.29K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q2 2020 Filed on Aug 06, 2020
5
$58.23 - $80.52 $291 - $403
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
31
$23.09 - $31.12 $716 - $965
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q2 2020 Filed on Aug 06, 2020
41
$31.04 - $71.82 $1.27K - $2.94K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2020 Filed on Aug 06, 2020
5
$56.5 - $75.86 $283 - $379
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
6
$17.16 - $36.74 $103 - $220
SGDM
Sprott ETF Tr Gold Miners ETF
Q2 2020 Filed on Aug 06, 2020
701
N/A
STE
Steris PLC

Healthcare
Q2 2020 Filed on Aug 06, 2020
129
$137.7 - $165.89 $17.8K - $21.4K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
140
$11.46 - $25.14 $1.6K - $3.52K
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
74
$79.5 - $131.79 $5.88K - $9.75K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
6,459
$12.35 - $16.47 $79.8K - $106K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
85
$92.27 - $121.3 $7.84K - $10.3K
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
MTZ
Mastec Inc

Industrials
Q2 2020 Filed on Aug 06, 2020
113
$28.91 - $47.07 $3.27K - $5.32K
MASI
Masimo Corp

Healthcare
Q2 2020 Filed on Aug 06, 2020
42
$178.49 - $250.39 $7.5K - $10.5K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
129
$181.25 - $323.74 $23.4K - $41.8K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2020 Filed on Aug 06, 2020
164
$29.49 - $42.96 $4.84K - $7.05K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
37
$19.61 - $21.9 $726 - $810
IXN
Ishares Global Information Tec

ETFs
Q2 2020 Filed on Aug 06, 2020
128
$28.79 - $39.26 $3.69K - $5.03K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2020 Filed on Aug 06, 2020
24
$27.43 - $34.57 $658 - $830
ILCG
Ishares Morningstar Growth ETF
Q2 2020 Filed on Aug 06, 2020
38
N/A
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
SCHW
Schwab Charles Corp

Financial Services
Q2 2020 Filed on Aug 06, 2020
427
$31.75 - $42.82 $13.6K - $18.3K
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
ACCO
Acco Brands Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
212
$4.63 - $7.58 $982 - $1.61K
ADNT
Adient PLC

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