Edge Wealth Management LLC Closed Holding Positions

Edge Wealth Management LLC

  • $472 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DOC
Physicians Realty Trust

Real Estate
Q3 2020 Filed on Oct 21, 2020
300
$16.66 - $18.91 $5K - $5.67K
NMFC
New Mountain Finance Corp

Financial Services
Q3 2020 Filed on Oct 21, 2020
300
$8.81 - $10.61 $2.64K - $3.18K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q3 2020 Filed on Oct 21, 2020
101
$32.65 - $39.3 $3.3K - $3.97K
Ocwen Finl Corp
Q3 2020 Filed on Oct 21, 2020
1,000
N/A
TRGP
Targa Resources Corp.

Energy
Q3 2020 Filed on Oct 21, 2020
62
$13.96 - $20.44 $866 - $1.27K
EWY
Ishares Inc Msci South Korea E

ETFs
Q3 2020 Filed on Oct 21, 2020
35
$57.46 - $66.88 $2.01K - $2.34K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2020 Filed on Oct 21, 2020
50
$77.86 - $98.16 $3.89K - $4.91K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
50
$90.69 - $104.0 $4.53K - $5.2K
WILC
G Willi Food International LTD

Consumer Defensive
Q3 2020 Filed on Oct 21, 2020
350
$15.15 - $20.77 $5.3K - $7.27K
FNMAS
Federal National Mortgage Association Fannie Mae

Financial Services
Q3 2020 Filed on Oct 21, 2020
10,217
$7.8 - $9.37 $79.7K - $95.7K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q3 2020 Filed on Oct 21, 2020
400
$13.57 - $16.01 $5.43K - $6.4K
Zynga Inc Class A
Q3 2020 Filed on Oct 21, 2020
214
N/A
QBAK
Qualstar Corp Com New

Industrials
Q3 2020 Filed on Oct 21, 2020
75
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2020 Filed on Oct 21, 2020
12
$23.74 - $25.78 $285 - $309
NCR
Ncr Corp

Technology
Q3 2020 Filed on Oct 21, 2020
8
$16.17 - $22.14 $129 - $177
TDC
Teradata Corp

Technology
Q3 2020 Filed on Oct 21, 2020
8
$19.32 - $24.84 $155 - $199
Echo Therapeutics
Q3 2020 Filed on Oct 21, 2020
100
N/A
Tortoise Energy Infra CO
Q3 2020 Filed on Oct 21, 2020
47,708
N/A
OMEX
Odyssey Marine Exploration Inc

Industrials
Q3 2020 Filed on Oct 21, 2020
34,300
$4.06 - $7.96 $139K - $273K
Gw Pharmaceutic PLC Fsponsored Adr 1 Adr Reps 12 Ord Shs
Q3 2020 Filed on Oct 21, 2020
275
N/A
GAL
Ssga Active ETF Tr

ETFs
Q3 2020 Filed on Oct 21, 2020
135
$37.02 - $40.32 $5K - $5.44K
RCG
Renn Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 21, 2020
10,000
$1.25 - $1.44 $12.5K - $14.4K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q3 2020 Filed on Oct 21, 2020
200
$14.01 - $15.83 $2.8K - $3.17K
RIOT
Riot Blockchain, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
100
$2.18 - $4.25 $218 - $425
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2020 Filed on Oct 21, 2020
85
$23.37 - $25.29 $1.99K - $2.15K
Whiting Petroleum CO
Q3 2020 Filed on Oct 21, 2020
15
N/A
PJT
Pjt Partners Inc.

Financial Services
Q3 2020 Filed on Oct 21, 2020
1,200
$48.23 - $60.66 $57.9K - $72.8K
Salon Media Gp Inc
Q3 2020 Filed on Oct 21, 2020
65,714
N/A
OKTA
Okta, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
250
$193.16 - $230.6 $48.3K - $57.7K
Cloudera Inc
Q3 2020 Filed on Oct 21, 2020
18,850
N/A
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
Q3 2020 Filed on Oct 21, 2020
127
$11.0 - $14.41 $1.4K - $1.83K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2020 Filed on Oct 21, 2020
20
$24.69 - $27.71 $494 - $554
DBX
Dropbox, Inc.

Technology
Q3 2020 Filed on Oct 21, 2020
165
$18.78 - $23.27 $3.1K - $3.84K
Aurora Cannabis Inc F
Q3 2020 Filed on Oct 21, 2020
131
N/A
Ufp Inds Inc
Q3 2020 Filed on Oct 21, 2020
39
N/A
Nortonlifelock Inc
Q3 2020 Filed on Oct 21, 2020
250
N/A
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2020 Filed on Oct 21, 2020
18
$56.6 - $70.58 $1.02K - $1.27K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Oct 21, 2020
1,000
$13.5 - $14.24 $13.5K - $14.2K
EGHT
8 X8 Inc

Technology
Q3 2020 Filed on Oct 21, 2020
500
$14.87 - $17.52 $7.44K - $8.76K
EQNR
Equinor Asa

Energy
Q3 2020 Filed on Oct 21, 2020
200
$13.95 - $16.65 $2.79K - $3.33K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
400
$25.46 - $42.29 $10.2K - $16.9K
Grubhub
Q3 2020 Filed on Oct 21, 2020
200
N/A
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Oct 21, 2020
320
$63.93 - $73.12 $20.5K - $23.4K
MANT
Mantech International Corp

Technology
Q3 2020 Filed on Oct 21, 2020
150
$62.85 - $76.03 $9.43K - $11.4K
PRGS
Progress Software Corp

Technology
Q3 2020 Filed on Oct 21, 2020
200
$34.51 - $38.75 $6.9K - $7.75K
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2020 Filed on Oct 21, 2020
100
$50.44 - $59.25 $5.04K - $5.93K
HNGR
Hanger, Inc.

Healthcare
Q3 2020 Filed on Oct 21, 2020
300
$15.24 - $20.6 $4.57K - $6.18K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q3 2020 Filed on Oct 21, 2020
300
$8.29 - $10.7 $2.49K - $3.21K
BRFS
Brf S.A.

Consumer Defensive
Q3 2020 Filed on Oct 21, 2020
1,000
$3.23 - $4.25 $3.23K - $4.25K
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