Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Closed Holding Positions

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.85 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Gores Hldgs Iv Inc
Q1 2021 Filed on May 17, 2021
10,345
N/A
Golden Nugget Online Gamin
Q1 2021 Filed on May 17, 2021
10,344
N/A
Gigcapital3 Inc
Q1 2021 Filed on May 17, 2021
13,701
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on May 17, 2021
1,500
$282.5 - $336.63 $424K - $505K
Royal Dutch Shell PLC
Q1 2021 Filed on May 17, 2021
13,889
N/A
Foley Trasimene Acquisition
Q1 2021 Filed on May 17, 2021
11,103
N/A
VLDRW
Velodyne Lidar Inc Wt Exp 09/2
Q4 2020 Filed on Feb 12, 2021
40,279
N/A
Proshares Tr
Q4 2020 Filed on Feb 12, 2021
23,000
N/A
NRZ
New Residential Investment Corp.

Real Estate
Q4 2020 Filed on Feb 12, 2021
16,187
$7.4 - $10.22 $120K - $165K
WU
Western Union CO

Financial Services
Q4 2020 Filed on Feb 12, 2021
23,290
$19.44 - $23.08 $453K - $538K
Proshares Tr
Q4 2020 Filed on Feb 12, 2021
30,000
N/A
SB
Safe Bulkers, Inc.

Industrials
Q4 2020 Filed on Feb 12, 2021
27,765
$0.85 - $1.3 $23.6K - $36.1K
Crane CO
Q4 2020 Filed on Feb 12, 2021
7,391
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Feb 12, 2021
12,000
$6.98 - $8.56 $83.8K - $103K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 12, 2021
100,202
N/A
BP
Bp PLC

Energy
Q4 2020 Filed on Feb 12, 2021
20,321
$14.9 - $22.41 $303K - $455K
Dmy Technology Group Inc
Q4 2020 Filed on Feb 12, 2021
53,163
N/A
Landcadia Hldgs Ii Inc
Q4 2020 Filed on Feb 12, 2021
49,367
N/A
Spartan Energy Acquisition C
Q4 2020 Filed on Feb 12, 2021
42,074
N/A
Opes Acquisition Corp
Q4 2020 Filed on Feb 12, 2021
93,913
N/A
Kensington Cap Acquisition C
Q4 2020 Filed on Feb 12, 2021
12,012
N/A
Hennessy Cap Acqustion Corp
Q4 2020 Filed on Feb 12, 2021
100,113
N/A
GH
Guardant Health, Inc.

Healthcare
Q4 2020 Filed on Feb 12, 2021
2,027
$99.96 - $135.93 $203K - $276K
Gores Metropoulos Inc
Q4 2020 Filed on Feb 12, 2021
17,983
N/A
Forum Merger Ii Corp
Q4 2020 Filed on Feb 12, 2021
17,638
N/A
Flying Eagle Acquisition Cor
Q4 2020 Filed on Feb 12, 2021
10,092
N/A
Trine Acquisition Corp
Q4 2020 Filed on Feb 12, 2021
25,277
N/A
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2020 Filed on Nov 12, 2020
36,000
$15.44 - $18.89 $556K - $680K
EIX
Edison International

Utilities
Q3 2020 Filed on Nov 12, 2020
7,194
$49.3 - $56.71 $355K - $408K
PNW
Pinnacle West Capital Corp

Utilities
Q3 2020 Filed on Nov 12, 2020
2,865
$70.43 - $83.08 $202K - $238K
Finjan Hldgs Inc
Q3 2020 Filed on Nov 12, 2020
18,520
N/A
FFNW
First Financial Northwest, Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
17,500
$8.75 - $10.05 $153K - $176K
CAC
Camden National Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
27,899
$28.36 - $35.17 $791K - $981K
TSBK
Timberland Bancorp Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
15,000
$16.18 - $19.19 $243K - $288K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Nov 12, 2020
2,450
$141.89 - $158.84 $348K - $389K
Atlas Technical Consultants
Q3 2020 Filed on Nov 12, 2020
15,000
N/A
JETS
ETF Ser Solutions U S Global J

ETFs
Q3 2020 Filed on Nov 12, 2020
5,101
$15.44 - $18.89 $78.8K - $96.4K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2020 Filed on Aug 12, 2020
26,066
$14.77 - $20.65 $385K - $538K
Cypress Semiconductor Corp
Q2 2020 Filed on Aug 12, 2020
41,000
N/A
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Aug 12, 2020
24,460
$12.79 - $14.1 $313K - $345K
Raytheon CO
Q2 2020 Filed on Aug 12, 2020
3,917
N/A
Texas Pac Ld Tr
Q2 2020 Filed on Aug 12, 2020
570
N/A
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q2 2020 Filed on Aug 12, 2020
90,000
$6.71 - $10.53 $604K - $948K
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
3,328
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Aug 12, 2020
19,960
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 12, 2020
35,012
N/A
GLD
Spdr Gold Trust

ETFs
Q2 2020 Filed on Aug 12, 2020
2,000
$149.45 - $167.37 $299K - $335K
CCL
Carnival Corp

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
5,446
$9.3 - $51.9 $50.6K - $283K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
2,779
$34.16 - $122.45 $94.9K - $340K
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