Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
4,948
$38.87 - $54.19 $192K - $268K
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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2022 Filed on Aug 12, 2022
8,021
N/A
Blackrock Muniyield Calif Fd
Q2 2022 Filed on Aug 12, 2022
23,885
N/A
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q2 2022 Filed on Aug 12, 2022
5,461
$82.75 - $127.41 $452K - $696K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q2 2022 Filed on Aug 12, 2022
2,086
$81.32 - $99.97 $170K - $209K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Aug 12, 2022
11,802
$224.72 - $268.62 $2.65M - $3.17M
ARDX
Ardelyx, Inc.

Healthcare
Q2 2022 Filed on Aug 12, 2022
20,000
$0.51 - $1.17 $10.2K - $23.4K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q2 2022 Filed on Aug 12, 2022
15,000
$26.53 - $30.53 $398K - $458K
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
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
3,840
$43.41 - $53.73 $167K - $206K
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
MC
Moelis & CO

Financial Services
Q1 2022 Filed on May 05, 2022
29,965
$44.41 - $63.07 $1.33M - $1.89M
FHN
First Horizon Corp

Financial Services
Q1 2022 Filed on May 05, 2022
41,720
$16.74 - $23.87 $698K - $996K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 05, 2022
391,725
$16.44 - $18.21 $6.44M - $7.13M
FDN
First Tr Fd Dow Jones

ETFs
Q1 2022 Filed on May 05, 2022
2,576
$162.73 - $226.47 $419K - $583K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2022 Filed on May 05, 2022
3,530
$57.28 - $62.28 $202K - $220K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
20,891
$108.42 - $129.58 $2.27M - $2.71M
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
SRTS
Sensus Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 05, 2022
10,000
$6.83 - $11.84 $68.3K - $118K
LXU
Lsb Industries, Inc.

Basic Materials
Q1 2022 Filed on May 05, 2022
13,000
$9.4 - $24.53 $122K - $319K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
5,856
$76.76 - $137.41 $450K - $805K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 05, 2022
4,116
$151.14 - $183.81 $622K - $757K
BALL
Ball Corp

Consumer Cyclical
Q1 2022 Filed on May 05, 2022
2,178
$85.56 - $97.1 $186K - $211K
ORTX
Orchard Therapeutics PLC

Healthcare
Q4 2021 Filed on Feb 04, 2022
10,000
$1.16 - $2.23 $11.6K - $22.3K
Tonix Pharmaceuticals Hldg C
Q4 2021 Filed on Feb 04, 2022
20,000
N/A
IYH
Ishares Tr

ETFs
Q4 2021 Filed on Feb 04, 2022
774
$271.82 - $301.88 $210K - $234K
Coresite Rlty Corp
Q4 2021 Filed on Feb 04, 2022
11,124
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
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
RIO
Rio Tinto PLC

Basic Materials
Q4 2021 Filed on Feb 04, 2022
7,130
$59.9 - $71.09 $427K - $507K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q4 2021 Filed on Feb 04, 2022
1,503
$174.93 - $227.37 $263K - $342K
Ag Mtg Invt Tr Inc
Q3 2021 Filed on Nov 02, 2021
10,000
N/A
BEAM
Beam Therapeutics Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
2,342
$84.37 - $133.6 $198K - $313K
TWTR
Twitter, Inc.

Communication Services
Q3 2021 Filed on Nov 02, 2021
3,019
$59.66 - $71.69 $180K - $216K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Nov 02, 2021
6,104
$79.11 - $86.51 $483K - $528K
General Electric CO
Q3 2021 Filed on Nov 02, 2021
24,775
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 02, 2021
2,462
$118.69 - $138.49 $292K - $341K
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 02, 2021
500
$302.92 - $479.5 $151K - $240K
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
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2021 Filed on Jul 21, 2021
3,400
$100.1 - $100.14 $340K - $340K
Marvell Technology Group LTD
Q2 2021 Filed on Jul 21, 2021
6,717
N/A
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