Hall Private Wealth Advisors Closed Holding Positions

Hall Private Wealth Advisors

  • $149 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2022 Filed on Jul 20, 2022
6,214
$50.37 - $56.78 $313K - $353K
MCK
Mckesson Corp

Healthcare
Q2 2022 Filed on Jul 20, 2022
1,000
$300.57 - $336.42 $301K - $336K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
1,000
$337.07 - $419.85 $337K - $420K
EXC
Exelon Corp

Utilities
Q2 2022 Filed on Jul 20, 2022
10,125
$40.91 - $50.25 $414K - $509K
SO
Southern CO

Utilities
Q2 2022 Filed on Jul 20, 2022
23,977
$65.39 - $76.51 $1.57M - $1.83M
LLY
Eli Lilly & CO

Healthcare
Q2 2022 Filed on Jul 20, 2022
1,343
$278.73 - $327.27 $374K - $440K
IBB
Ishares Biotechnology ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
1,686
$105.82 - $134.76 $178K - $227K
IBM
International Business Machines Corp

Technology
Q2 2022 Filed on Jul 20, 2022
10,691
$125.98 - $142.88 $1.35M - $1.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 20, 2022
2,000
$75.41 - $102.47 $151K - $205K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 20, 2022
225
$628.16 - $1145.45 $141K - $258K
Enviva Partners LP
Q1 2022 Filed on May 02, 2022
15,125
N/A
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q1 2022 Filed on May 02, 2022
7,176
N/A
UBX
Unity Biotechnology, Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
18,500
$1.3 - $3.17 $24.1K - $58.6K
Coresite Rlty Corp
Q4 2021 Filed on Jan 28, 2022
5,378
N/A
JETS
ETF Ser Solutions U S Global J

ETFs
Q4 2021 Filed on Jan 28, 2022
9,794
$19.38 - $24.89 $190K - $244K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Jan 28, 2022
5,141
$96.62 - $104.9 $497K - $539K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Jan 28, 2022
841
$158.3 - $265.08 $133K - $223K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2021 Filed on Jan 28, 2022
716
$569.0 - $667.24 $407K - $478K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2021 Filed on Jan 28, 2022
4,125
$109.09 - $125.62 $450K - $518K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
Q4 2021 Filed on Jan 28, 2022
12,764
$15.33 - $17.1 $196K - $218K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
912
$259.0 - $308.53 $236K - $281K
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Nov 12, 2021
3,725
$256.89 - $310.05 $957K - $1.15M
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
14,357
$22.14 - $27.45 $318K - $394K
AMPE
Ampio Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 12, 2021
10,066
$1.21 - $1.8 $12.2K - $18.1K
SPWR
Sunpower Corp

Technology
Q3 2021 Filed on Nov 12, 2021
8,310
$20.55 - $29.59 $171K - $246K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Nov 12, 2021
1,841
$105.26 - $152.99 $194K - $282K
HMST
Home Street, Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
11,000
$39.81 - $45.55 $438K - $501K
LMT
Lockheed Martin Corp

Industrials
Q2 2021 Filed on Aug 16, 2021
570
$371.02 - $394.1 $211K - $225K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
782
$278.74 - $313.3 $218K - $245K
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