Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $658 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARDX
Ardelyx, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
20,000
$0.51 - $1.17 $10.2K - $23.4K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 12, 2022
3,263
$36.58 - $70.5 $119K - $230K
KEY
Keycorp

Financial Services
Q2 2022 Filed on Aug 12, 2022
10,422
$17.0 - $21.75 $177K - $227K
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Aug 12, 2022
23,885
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2022 Filed on Aug 12, 2022
8,021
N/A
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q2 2022 Filed on Aug 12, 2022
5,461
N/A
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
4,948
$38.87 - $54.19 $192K - $268K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q2 2022 Filed on Aug 12, 2022
2,086
$81.32 - $99.97 $170K - $209K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 12, 2022
15,000
N/A
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
11,802
$224.72 - $268.62 $2.65M - $3.17M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
36,284
$12.51 - $15.84 $454K - $575K
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
6,175
$145.63 - $183.62 $899K - $1.13M
DSL
Double Line Income Solutions Fund

Financial Services
Q2 2022 Filed on Aug 12, 2022
22,085
$11.9 - $14.75 $263K - $326K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q2 2022 Filed on Aug 12, 2022
61,560
$24.0 - $32.91 $1.48M - $2.03M
MEOH
Methanex Corp

Basic Materials
Q2 2022 Filed on Aug 12, 2022
66,595
$37.69 - $55.9 $2.51M - $3.72M
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
3,840
N/A
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
20,891
$108.42 - $129.58 $2.27M - $2.71M
FHN
First Horizon Corp

Financial Services
Q1 2022 Filed on May 05, 2022
41,720
$16.74 - $23.87 $698K - $996K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on May 05, 2022
3,530
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 05, 2022
2,576
$162.73 - $226.47 $419K - $583K
DFAS
Dimensional ETF Tr U S Small C

ETFs
Q1 2022 Filed on May 05, 2022
4,957
$53.45 - $60.82 $265K - $301K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2022 Filed on May 05, 2022
2,559
$100.54 - $114.92 $257K - $294K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 05, 2022
391,725
N/A
BALL
Ball Corp

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
2,178
$85.56 - $97.1 $186K - $211K
SRTS
Sensus Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
10,000
$6.83 - $11.84 $68.3K - $118K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
5,856
$76.76 - $137.41 $450K - $805K
USO
United States Oil Fund, LP

ETFs
Q1 2022 Filed on May 05, 2022
55,962
$54.83 - $85.43 $3.07M - $4.78M
LXU
Lsb Industries, Inc.

Basic Materials
Q1 2022 Filed on May 05, 2022
13,000
$9.4 - $24.53 $122K - $319K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 05, 2022
4,116
N/A
ORTX
Orchard Therapeutics PLC

Healthcare
Q4 2021 Filed on Feb 04, 2022
10,000
$1.16 - $2.23 $11.6K - $22.3K
Coresite Rlty Corp
Q4 2021 Filed on Feb 04, 2022
11,124
N/A
Tonix Pharmaceuticals Hldg C
Q4 2021 Filed on Feb 04, 2022
20,000
N/A
BHC
Bausch Health Companies Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
128,321
$23.0 - $29.01 $2.95M - $3.72M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Feb 04, 2022
1,503
N/A
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Feb 04, 2022
7,130
$59.9 - $71.09 $427K - $507K
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Feb 04, 2022
774
$271.82 - $301.88 $210K - $234K
Naked Brand Group Limited
Q4 2021 Filed on Feb 04, 2022
10,000
N/A
FINX
Global X Fds Fintech ETF (De)

ETFs
Q4 2021 Filed on Feb 04, 2022
4,461
$40.03 - $52.83 $179K - $236K
Ag Mtg Invt Tr Inc
Q3 2021 Filed on Nov 02, 2021
10,000
N/A
TWTR
Twitter, Inc.

Communication Services
Q3 2021 Filed on Nov 02, 2021
3,019
$59.66 - $71.69 $180K - $216K
General Electric CO
Q3 2021 Filed on Nov 02, 2021
24,775
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
2,342
$84.37 - $133.6 $198K - $313K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 02, 2021
2,462
N/A
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 02, 2021
500
$302.92 - $479.5 $151K - $240K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Nov 02, 2021
6,104
N/A
Voya Prime Rate Tr
Q2 2021 Filed on Jul 21, 2021
13,295
N/A
Diffusion Pharmaceuticals In
Q2 2021 Filed on Jul 21, 2021
21,000
N/A
Marvell Technology Group LTD
Q2 2021 Filed on Jul 21, 2021
6,717
N/A
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2021 Filed on Jul 21, 2021
3,400
N/A
Track This Portfolio

Track Hcr Wealth Advisors Portfolio

Follow Hcr Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hcr Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Hcr Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email