Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CLIX
Proshares Tr Long Online/Short

ETFs
Q4 2021 Filed on Feb 14, 2022
17,312
$54.73 - $71.55 $947K - $1.24M
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
2,809
$59.01 - $108.3 $166K - $304K
EBAY
Ebay Inc

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
5,852
$63.71 - $80.59 $373K - $472K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 14, 2022
1,025
$203.94 - $344.46 $209K - $353K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
Q4 2021 Filed on Feb 14, 2022
23,950
$16.94 - $18.75 $406K - $449K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Feb 14, 2022
8,252
$35.92 - $42.41 $296K - $350K
FDT
First Trust Developed Markets

ETFs
Q4 2021 Filed on Feb 14, 2022
3,389
$58.75 - $62.74 $199K - $213K
SOR
Source Capital Inc

Financial Services
Q4 2021 Filed on Feb 14, 2022
12,844
$41.54 - $46.71 $534K - $600K
MBII
Marrone Bio Innovations Inc

Basic Materials
Q4 2021 Filed on Feb 14, 2022
72,145
$0.65 - $0.97 $46.9K - $70K
Ishares Tr
Q4 2021 Filed on Feb 14, 2022
9,974
N/A
Janus Detroit Str Tr
Q4 2021 Filed on Feb 14, 2022
39,107
N/A
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
6,941
N/A
RPM
Rpm International Inc

Basic Materials
Q3 2021 Filed on Nov 04, 2021
5,205
$77.65 - $90.89 $404K - $473K
RWK
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
3,862
$83.54 - $91.9 $323K - $355K
NEWP
New Pacific Metals Corp

Basic Materials
Q3 2021 Filed on Nov 04, 2021
10,500
$2.96 - $4.96 $31.1K - $52.1K
TGTX
Tg Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 04, 2021
5,423
$21.78 - $40.45 $118K - $219K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 04, 2021
4,217
$118.69 - $138.49 $501K - $584K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Nov 04, 2021
3,025
$110.2 - $156.64 $333K - $474K
JWN
Nordstrom Inc

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
5,639
$26.45 - $37.81 $149K - $213K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
Q3 2021 Filed on Nov 04, 2021
31,240
$21.76 - $22.32 $680K - $697K
VAL
Valaris LTD

Energy
Q3 2021 Filed on Nov 04, 2021
429
$24.08 - $34.9 $10.3K - $15K
VIXY
Proshares Tr Ii Vix Short Term

ETFs
Q3 2021 Filed on Nov 04, 2021
6,713
$100.5 - $142.8 $675K - $959K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q3 2021 Filed on Nov 04, 2021
4,125
$44.8 - $53.98 $185K - $223K
EIX
Edison International

Utilities
Q3 2021 Filed on Nov 04, 2021
3,886
$54.5 - $59.53 $212K - $231K
General Electric CO
Q3 2021 Filed on Nov 04, 2021
162,856
N/A
SLM
Slm Corp

Financial Services
Q3 2021 Filed on Nov 04, 2021
2,721
$17.31 - $20.99 $47.1K - $57.1K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2021 Filed on Nov 04, 2021
2,510
$145.25 - $178.97 $365K - $449K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q3 2021 Filed on Nov 04, 2021
22,872
$68.86 - $78.89 $1.57M - $1.8M
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
23,158
$48.18 - $59.11 $1.12M - $1.37M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
15,042
$69.51 - $92.41 $1.05M - $1.39M
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2021 Filed on Nov 04, 2021
1,022
$218.23 - $234.5 $223K - $240K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q3 2021 Filed on Nov 04, 2021
9,463
$20.66 - $35.4 $196K - $335K
PTH
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Nov 04, 2021
1,375
$53.54 - $58.46 $73.6K - $80.4K
PPG
Ppg Industries Inc

Basic Materials
Q3 2021 Filed on Nov 04, 2021
2,265
$143.01 - $172.3 $324K - $390K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q3 2021 Filed on Nov 04, 2021
3,615
$77.73 - $85.84 $281K - $310K
FUBO
Fubo Tv Inc.

Communication Services
Q3 2021 Filed on Nov 04, 2021
8,652
$22.89 - $31.82 $198K - $275K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q3 2021 Filed on Nov 04, 2021
25,859
$28.75 - $31.92 $743K - $825K
MYY
Proshares Short S&P Midcap400

ETFs
Q3 2021 Filed on Nov 04, 2021
95,191
$23.63 - $25.61 $2.25M - $2.44M
Ashford Hospitality Tr Inc
Q3 2021 Filed on Nov 04, 2021
39,319
N/A
VFH
Vanguard Financial ETF

ETFs
Q3 2021 Filed on Nov 04, 2021
2,488
$86.32 - $96.09 $215K - $239K
HUBS
Hubspot Inc

Technology
Q3 2021 Filed on Nov 04, 2021
456
$550.72 - $734.28 $251K - $335K
CNXC
Concentrix Corp

Technology
Q3 2021 Filed on Nov 04, 2021
3,519
$155.75 - $178.79 $548K - $629K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2021 Filed on Nov 04, 2021
1
$410450.0 - $438160.0 $410K - $438K
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q3 2021 Filed on Nov 04, 2021
6,034
$32.27 - $36.84 $195K - $222K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
16,425
$45.66 - $63.33 $750K - $1.04M
BEKE
Ke Holdings Inc.

Real Estate
Q3 2021 Filed on Nov 04, 2021
3,520
$15.64 - $46.95 $55.1K - $165K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
4,423
$179.3 - $226.77 $793K - $1M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q2 2021 Filed on Aug 03, 2021
101,608
$77.63 - $85.55 $7.89M - $8.69M
GSAT
Globalstar, Inc.

Communication Services
Q2 2021 Filed on Aug 03, 2021
11,400
$0.87 - $1.88 $9.92K - $21.4K
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