Financial Perspectives, Inc Closed Holding Positions

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Jan 09, 2024
10,000
$1.05 - $2.77 $10.5K - $27.7K
IFN
India Fund Inc

Financial Services
Q3 2022 Filed on Jan 09, 2024
277
$16.0 - $18.4 $4.43K - $5.1K
Frontier Communications Corp
Q2 2020 Filed on Jan 09, 2024
8
N/A
Fiat Chrysler Automobiles N
Q1 2021 Filed on Jan 09, 2024
6,560
N/A
EQIX
Equinix Inc

Real Estate
Q3 2020 Filed on Jan 09, 2024
20
$701.12 - $799.61 $14K - $16K
TEAM
Atlassian Corp PLC

Technology
Q4 2022 Filed on Jan 09, 2024
640
$115.91 - $242.46 $74.2K - $155K
ARR
Armour Residential Reit, Inc.

Real Estate
Q2 2020 Filed on Jan 09, 2024
188
$6.27 - $10.07 $1.18K - $1.89K
Arconic Inc
Q1 2020 Filed on Jan 09, 2024
33
N/A
Anaptysbio Inc
Q1 2020 Filed on Jan 09, 2024
0
N/A
American Intl Group Inc
Q1 2021 Filed on Jan 09, 2024
8
N/A
AEE
Ameren Corp

Utilities
Q4 2021 Filed on Jan 09, 2024
254
$80.61 - $89.06 $20.5K - $22.6K
AMCR
Amcor PLC

Consumer Cyclical
Q1 2020 Filed on Jan 09, 2024
510
$5.95 - $11.02 $3.03K - $5.62K
Allergan PLC
Q2 2020 Filed on Jan 09, 2024
45
N/A
ALGT
Allegiant Travel CO

Industrials
Q3 2020 Filed on Jan 09, 2024
50
$101.74 - $142.21 $5.09K - $7.11K
ALKS
Alkermes Plc.

Healthcare
Q3 2021 Filed on Jan 09, 2024
1,375
$23.37 - $32.13 $32.1K - $44.2K
AA
Alcoa Corp

Basic Materials
Q1 2020 Filed on Jan 09, 2024
11
$5.48 - $21.5 $60.3 - $237
ABMD
Abiomed Inc

Healthcare
Q4 2022 Filed on Jan 09, 2024
5
$0.0 - $381.3 $0 - $1.91K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Jan 09, 2024
17
$136.3 - $180.96 $2.32K - $3.08K
SAN
Banco Santander, S.A.

Financial Services
Q1 2020 Filed on Jan 09, 2024
200
$2.16 - $4.32 $432 - $864
ERF
Enerplus Corp

Energy
Q2 2020 Filed on Jan 09, 2024
171
$1.49 - $3.59 $255 - $614
Delaware Invts Minn Mun Inco
Q1 2022 Filed on Jan 09, 2024
1,020
N/A
CPRT
Copart Inc

Consumer Cyclical
Q4 2021 Filed on Jan 09, 2024
290
$136.57 - $159.1 $39.6K - $46.1K
CLX
Clorox CO

Consumer Defensive
Q1 2023 Filed on Jan 09, 2024
100
$139.79 - $158.24 $14K - $15.8K
CTXS
Citrix Systems Inc

Technology
Q4 2022 Filed on Jan 09, 2024
200
$0.0 - $0.0 $0 - $0
SNP
China Petroleum & Chemical Corp

Energy
Q3 2022 Filed on Jan 09, 2024
130
$0.44 - $48.61 $57.2 - $6.32K
China Mobile Limited
Q1 2021 Filed on Jan 09, 2024
585
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Jan 09, 2024
1,319
N/A
CNP
Centerpoint Energy Inc

Utilities
Q3 2020 Filed on Jan 09, 2024
216
$18.86 - $20.98 $4.07K - $4.53K
Cantel Med Corp
Q2 2021 Filed on Jan 09, 2024
1,678
N/A
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2023 Filed on Jan 09, 2024
3,620
$14.05 - $15.28 $50.9K - $55.3K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2022 Filed on Jan 09, 2024
9,494
$27.13 - $47.14 $258K - $448K
Bristol Myers Squibb CO
Q1 2021 Filed on Jan 09, 2024
490
N/A
ABB
Abb LTD

Industrials
Q2 2023 Filed on Jan 09, 2024
2,317
$0.0 - $39.7 $0 - $92K
New Oriental Ed &Technology
Q4 2021 Filed on Jan 09, 2024
1,770
N/A
RIG
Transocean Ltd.

Energy
Q2 2020 Filed on Jan 09, 2024
358
$0.84 - $3.75 $301 - $1.34K
Terraform Pwr Inc
Q3 2020 Filed on Jan 09, 2024
59
N/A
Tcf Finl Corp
Q2 2021 Filed on Jan 09, 2024
146,767
N/A
TAL
Tal Education Group

Consumer Defensive
Q1 2022 Filed on Jan 09, 2024
0
$1.75 - $3.81 $0 - $0
PHYS
Sprott Physical Gold Trust

Financial Services
Q1 2023 Filed on Jan 09, 2024
3,370
$13.96 - $15.6 $47K - $52.6K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on Jan 09, 2024
19
$131.03 - $175.09 $2.49K - $3.33K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q4 2022 Filed on Jan 09, 2024
138
$22.25 - $29.6 $3.07K - $4.08K
RWX
Spdr Dow Jones International R

ETFs
Q1 2023 Filed on Jan 09, 2024
220
$25.57 - $29.21 $5.63K - $6.43K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on Jan 09, 2024
151
$48.95 - $70.45 $7.39K - $10.6K
Seattle Genetics Inc
Q4 2020 Filed on Jan 09, 2024
600
N/A
Seaspan Corp
Q1 2020 Filed on Jan 09, 2024
100
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Jan 09, 2024
0
$44.64 - $55.71 $0 - $0
RDS-B
Shell PLC

Energy
Q2 2021 Filed on Jan 09, 2024
3,683
$35.75 - $40.34 $132K - $149K
Ubs Ag Jersey Brh
Q3 2020 Filed on Jan 09, 2024
894
N/A
Ubs Ag London Branch
Q3 2020 Filed on Jan 09, 2024
1,326
N/A
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