Financial Perspectives, Inc Closed Holding Positions

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2023 Filed on Feb 01, 2024
469
$16.8 - $25.06 $7.88K - $11.8K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q4 2023 Filed on Feb 01, 2024
1,416
$13.3 - $15.17 $18.8K - $21.5K
DYNT
Dynatronics Corp

Healthcare
Q1 2023 Filed on Jan 09, 2024
7,170
$0.39 - $2.69 $2.8K - $19.3K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2021 Filed on Jan 09, 2024
100
$20.23 - $26.62 $2.02K - $2.66K
LMND
Lemonade, Inc.

Financial Services
Q1 2022 Filed on Jan 09, 2024
0
$17.3 - $42.27 $0 - $0
BEKE
Ke Holdings Inc.

Real Estate
Q3 2021 Filed on Jan 09, 2024
300
$15.64 - $46.95 $4.69K - $14.1K
JCI
Johnson Controls International PLC

Industrials
Q1 2023 Filed on Jan 09, 2024
200
$57.3 - $69.57 $11.5K - $13.9K
HSY
Hershey CO

Consumer Defensive
Q2 2021 Filed on Jan 09, 2024
19,296
$158.19 - $175.12 $3.05M - $3.38M
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Jan 09, 2024
56
$30.48 - $38.73 $1.71K - $2.17K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Jan 09, 2024
50
$89.42 - $103.33 $4.47K - $5.17K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Jan 09, 2024
687
$72.5 - $100.68 $49.8K - $69.2K
Chf Solutions Inc
Q2 2021 Filed on Jan 09, 2024
7,949
N/A
ASND
Ascendis Pharma A/S

Healthcare
Q3 2021 Filed on Jan 09, 2024
57
$112.67 - $176.92 $6.42K - $10.1K
Apache Corp
Q1 2021 Filed on Jan 09, 2024
18
N/A
ALLK
Allakos Inc.

Healthcare
Q4 2021 Filed on Jan 09, 2024
422
$8.55 - $111.89 $3.61K - $47.2K
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2021 Filed on Jan 09, 2024
100
$41.9 - $47.36 $4.19K - $4.74K
SRCL
Stericycle Inc

Industrials
Q3 2021 Filed on Jan 09, 2024
24
$65.29 - $72.2 $1.57K - $1.73K
CTSO
Cytosorbents Corp

Healthcare
Q4 2021 Filed on Jan 09, 2024
1,000
$4.05 - $8.11 $4.05K - $8.11K
Cree Inc
Q4 2021 Filed on Jan 09, 2024
2,666
N/A
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Jan 09, 2024
7
$151.8 - $256.5 $1.06K - $1.8K
AZTA
Azenta, Inc.

Healthcare
Q2 2021 Filed on Jan 09, 2024
19,323
$86.59 - $107.47 $1.67M - $2.08M
BSY
Bentley Systems Inc

Technology
Q3 2023 Filed on Jan 09, 2024
56
$45.44 - $55.1 $2.54K - $3.09K
GOLD
Barrick Gold Corp

Basic Materials
Q2 2021 Filed on Jan 09, 2024
76,963
$20.37 - $25.27 $1.57M - $1.94M
ADSK
Autodesk, Inc.

Technology
Q4 2022 Filed on Jan 09, 2024
9
$181.9 - $232.3 $1.64K - $2.09K
APA
Apa Corp

Energy
Q2 2021 Filed on Jan 09, 2024
322
$17.0 - $23.52 $5.47K - $7.57K
API
Agora, Inc.

Technology
Q4 2021 Filed on Jan 09, 2024
81
$14.79 - $28.5 $1.2K - $2.31K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Jan 09, 2024
28
$135.05 - $182.59 $3.78K - $5.11K
Vy Global Growth
Q4 2022 Filed on Jan 09, 2024
2,104
N/A
Transenterix Inc
Q1 2021 Filed on Jan 09, 2024
22,714
N/A
ZLAB
Zai Lab LTD

Healthcare
Q1 2022 Filed on Jan 09, 2024
0
$27.77 - $64.4 $0 - $0
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q1 2023 Filed on Jan 09, 2024
91
$43.37 - $52.88 $3.95K - $4.81K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q3 2022 Filed on Jan 09, 2024
350
$21.86 - $28.16 $7.65K - $9.86K
EMB
Ishares Tr

ETFs
Q1 2023 Filed on Jan 09, 2024
0
$83.99 - $89.55 $0 - $0
Inphi Corp
Q2 2021 Filed on Jan 09, 2024
16,057
N/A
Goldman Sachs Mlp Inc Opp Fd
Q3 2020 Filed on Jan 09, 2024
177
N/A
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q3 2022 Filed on Jan 09, 2024
7,033
$31.28 - $39.59 $220K - $278K
Chf Solutions Inc
Q4 2020 Filed on Jan 09, 2024
6,757
N/A
Cardtronics PLC
Q1 2021 Filed on Jan 09, 2024
44
N/A
ATRC
Atri Cure, Inc.

Healthcare
Q1 2021 Filed on Jan 09, 2024
120
$53.79 - $66.98 $6.45K - $8.04K
ARDS
Aridis Pharmaceuticals, Inc.

Healthcare
Q3 2023 Filed on Jan 09, 2024
250
$0.07 - $0.35 $17.5 - $87.5
ZEN
Zendesk, Inc.

Technology
Q2 2020 Filed on Jan 09, 2024
50
$57.84 - $88.75 $2.89K - $4.44K
TTM
Tata Motors LTD

Consumer Cyclical
Q1 2023 Filed on Jan 09, 2024
9
$0.0 - $25.55 $0 - $230
SYF
Synchrony Financial

Financial Services
Q2 2020 Filed on Jan 09, 2024
273
$13.25 - $26.87 $3.62K - $7.34K
Slack Technologies Inc
Q3 2021 Filed on Jan 09, 2024
919
N/A
Seagate Technology PLC
Q2 2021 Filed on Jan 09, 2024
8,068
N/A
Ishares U S ETF Tr
Q3 2022 Filed on Jan 09, 2024
8,053
N/A
Livongo Health Inc
Q4 2020 Filed on Jan 09, 2024
84
N/A
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2023 Filed on Jan 09, 2024
2,475
$6.86 - $8.34 $17K - $20.6K
NWG
Nat West Group PLC

Financial Services
Q4 2020 Filed on Jan 09, 2024
1,000
$2.73 - $4.59 $2.73K - $4.59K
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