Financial Advocates Investment Management Closed Holding Positions

Financial Advocates Investment Management

  • $1.37 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WEX
Wex Inc.

Technology
Q1 2021 Filed on May 10, 2021
2,450
$187.22 - $230.0 $459K - $564K
FATE
Fate Therapeutics Inc

Healthcare
Q1 2021 Filed on May 10, 2021
2,200
$72.16 - $117.4 $159K - $258K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q1 2021 Filed on May 10, 2021
83,692
$3.97 - $4.56 $332K - $382K
IQ
I Qiyi, Inc.

Communication Services
Q1 2021 Filed on May 10, 2021
10,055
$16.55 - $28.91 $166K - $291K
ARLO
Arlo Technologies, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
51,136
$6.2 - $10.18 $317K - $521K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q1 2021 Filed on May 10, 2021
15,780
$79.24 - $84.48 $1.25M - $1.33M
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2021 Filed on May 10, 2021
12,644
$109.42 - $121.99 $1.38M - $1.54M
PPTY
ETF Ser Solutions

ETFs
Q1 2021 Filed on May 10, 2021
103,449
$28.0 - $32.49 $2.9M - $3.36M
SRE
Sempra Energy

Utilities
Q1 2021 Filed on May 10, 2021
2,004
$115.98 - $132.58 $232K - $266K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on May 10, 2021
2,771
$81.26 - $92.2 $225K - $255K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on May 10, 2021
12,025
$30.52 - $35.49 $367K - $427K
ZUO
Zuora Inc

Technology
Q1 2021 Filed on May 10, 2021
10,750
$13.21 - $16.83 $142K - $181K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q1 2021 Filed on May 10, 2021
3,227
$56.53 - $67.05 $182K - $216K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
10,927
$14.77 - $20.19 $161K - $221K
MAXR
Maxar Technologies Inc.

Technology
Q1 2021 Filed on May 10, 2021
5,322
$33.64 - $54.82 $179K - $292K
Eaton Vance Fltg Rate Incom
Q1 2021 Filed on May 10, 2021
10,175
N/A
VIDI
Vident Intl Equity Fd

ETFs
Q1 2021 Filed on May 10, 2021
62,903
$24.92 - $27.45 $1.57M - $1.73M
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2020 Filed on Feb 12, 2021
18,576
$5.54 - $7.62 $103K - $142K
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 12, 2021
69,012
N/A
WTRH
Waitr Holdings Inc.

Technology
Q4 2020 Filed on Feb 12, 2021
12,400
$2.43 - $3.99 $30.1K - $49.5K
AZN
Astrazeneca PLC

Healthcare
Q4 2020 Filed on Feb 12, 2021
3,807
$48.52 - $58.02 $185K - $221K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
12,317
$26.37 - $35.37 $325K - $436K
Wisdomtree Continuous Commod
Q4 2020 Filed on Feb 12, 2021
171,364
N/A
MNKD
Mannkind Corp

Healthcare
Q4 2020 Filed on Feb 12, 2021
10,300
$1.79 - $4.04 $18.4K - $41.6K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
452,855
$55.56 - $56.23 $25.2M - $25.5M
ILCG
Ishares Morningstar Growth ETF
Q4 2020 Filed on Feb 12, 2021
999
N/A
NGL
Ngl Energy Partners LP

Energy
Q4 2020 Filed on Feb 12, 2021
13,685
$2.18 - $4.34 $29.8K - $59.4K
Zynga Inc
Q3 2020 Filed on Nov 04, 2020
12,581
N/A
EIRL
Ishares Tr Msci Ireland ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
2,089
$37.97 - $42.84 $79.3K - $89.5K
AGS
Play Ags, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 04, 2020
16,017
$2.99 - $4.36 $47.9K - $69.8K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
18,422
$21.11 - $22.91 $389K - $422K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Nov 04, 2020
12,038
N/A
MRO
Marathon Oil Corp

Energy
Q3 2020 Filed on Nov 04, 2020
25,671
$4.09 - $6.12 $105K - $157K
UCO
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Nov 04, 2020
7,101
$6.43 - $8.58 $45.7K - $60.9K
Valaris PLC
Q3 2020 Filed on Nov 04, 2020
10,090
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
5,163
$33.9 - $41.18 $175K - $213K
Clearbridge Mlp And Midstrm
Q3 2020 Filed on Nov 04, 2020
41,550
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q3 2020 Filed on Nov 04, 2020
19,700
$20.85 - $32.07 $411K - $632K
HYHG
Proshares High Yield Interest

ETFs
Q3 2020 Filed on Nov 04, 2020
6,027
$57.83 - $60.85 $349K - $367K
NHI
National Health Investors Inc

Real Estate
Q3 2020 Filed on Nov 04, 2020
17,255
$55.93 - $66.45 $965K - $1.15M
LTC
Ltc Properties Inc

Real Estate
Q3 2020 Filed on Nov 04, 2020
5,935
$33.4 - $38.97 $198K - $231K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
4,919
$16.97 - $20.24 $83.5K - $99.6K
ECL
Ecolab Inc.

Basic Materials
Q3 2020 Filed on Nov 04, 2020
1,323
$184.41 - $212.04 $244K - $281K
AA
Alcoa Corp

Basic Materials
Q3 2020 Filed on Nov 04, 2020
16,228
$10.52 - $15.57 $171K - $253K
ROUS
Hartford Multifactor Us Equity

ETFs
Q3 2020 Filed on Nov 04, 2020
11,637
$29.51 - $33.19 $343K - $386K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 04, 2020
9,098
$24.69 - $27.81 $225K - $253K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q3 2020 Filed on Nov 04, 2020
11,122
$60.96 - $69.4 $678K - $772K
Noble Corp PLC
Q3 2020 Filed on Nov 04, 2020
12,100
N/A
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q3 2020 Filed on Nov 04, 2020
12,625
$45.9 - $52.31 $579K - $660K
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