Legacy Advisors, LLC Closed Holding Positions

Legacy Advisors, LLC

  • $918 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLI
Industrial Sector Spdr

ETFs
Q2 2022 Filed on Jul 25, 2022
1,987
$85.56 - $102.18 $170K - $203K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q2 2022 Filed on Jul 25, 2022
3,115
$62.54 - $75.23 $195K - $234K
EPAM
Epam Systems, Inc.

Technology
Q2 2022 Filed on Jul 25, 2022
1,805
$264.98 - $347.74 $478K - $628K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q2 2022 Filed on Jul 25, 2022
1,534
$108.57 - $135.98 $167K - $209K
EMB
Ishares Tr

ETFs
Q2 2022 Filed on Jul 25, 2022
2,070
$84.66 - $98.11 $175K - $203K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2022 Filed on Jul 25, 2022
2,427
$34.91 - $84.48 $84.7K - $205K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2022 Filed on Jul 25, 2022
3,321
$51.07 - $62.49 $170K - $208K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q1 2022 Filed on May 11, 2022
1
$454300.0 - $539180.0 $454K - $539K
Cyrusone Inc
Q1 2022 Filed on May 11, 2022
7,727
N/A
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on May 11, 2022
1,710
$89.34 - $157.99 $153K - $270K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 11, 2022
3,296
$108.42 - $129.58 $357K - $427K
SHOP
Shopify Inc.

Technology
Q1 2022 Filed on May 11, 2022
190
$51.26 - $136.31 $9.74K - $25.9K
FSK
Fs Kkr Capital Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
16,840
$19.92 - $23.13 $335K - $390K
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
55,836
$4.15 - $8.1 $232K - $452K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 14, 2022
858
$179.32 - $271.7 $154K - $233K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
2,201
$64.2 - $142.68 $141K - $314K
Talend S A
Q3 2021 Filed on Oct 13, 2021
7,165
N/A
General Electric CO
Q3 2021 Filed on Oct 13, 2021
38,656
N/A
XELB
X Cel Brands, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 13, 2021
60,792
$1.49 - $2.77 $90.6K - $168K
SEIC
Sei Investments CO

Financial Services
Q3 2021 Filed on Oct 13, 2021
3,354
$57.81 - $63.15 $194K - $212K
FDX
Fedex Corp

Industrials
Q2 2021 Filed on Jul 13, 2021
1,574
$275.76 - $315.59 $434K - $497K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Jul 13, 2021
3,042
$60.13 - $73.74 $183K - $224K
IYG
Ishares Tr

ETFs
Q2 2021 Filed on Jul 13, 2021
2,550
$57.88 - $63.59 $148K - $162K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2021 Filed on Apr 12, 2021
1,624
$124.29 - $128.12 $202K - $208K
Tiffany & CO New
Q1 2021 Filed on Apr 12, 2021
1,618
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q4 2020 Filed on Jan 15, 2021
89,050
$6.98 - $8.56 $622K - $762K
Bryn Mawr Bk Corp
Q4 2020 Filed on Jan 15, 2021
10,000
N/A
On Deck Cap Inc
Q4 2020 Filed on Jan 15, 2021
46,343
N/A
MTNB
Matinas Bio Pharma Holdings, Inc.

Healthcare
Q4 2020 Filed on Jan 15, 2021
10,000
$0.76 - $1.47 $7.6K - $14.7K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
Q4 2020 Filed on Jan 15, 2021
8,132
$39.65 - $63.7 $322K - $518K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2020 Filed on Jul 09, 2020
3,108
$63.3 - $96.52 $197K - $300K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2020 Filed on Jul 09, 2020
2,000
$121.1 - $134.5 $242K - $269K
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2020 Filed on Jul 09, 2020
5,950
$57.07 - $70.45 $340K - $419K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Jul 09, 2020
4,500
$38.35 - $47.02 $173K - $212K
United States Oil Fund LP
Q2 2020 Filed on Jul 09, 2020
57,080
N/A
CNTTQ
Cann Trust Holdings Inc.

Healthcare
Q1 2020 Filed on Apr 15, 2020
50,000
$0.4 - $1.19 $20K - $59.5K
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 15, 2020
6,844
N/A
Aqua America Inc
Q1 2020 Filed on Apr 15, 2020
154,215
N/A
Wells Fargo CO New
Q1 2020 Filed on Apr 15, 2020
149
N/A
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on Apr 15, 2020
4,000
$16.97 - $63.05 $67.9K - $252K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q1 2020 Filed on Apr 15, 2020
2,885
$37.62 - $61.93 $109K - $179K
EA
Electronic Arts Inc.

Communication Services
Q1 2020 Filed on Apr 15, 2020
2,200
$86.94 - $113.48 $191K - $250K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2020 Filed on Apr 15, 2020
2,812
$46.62 - $86.52 $131K - $243K
Orbcomm Inc
Q1 2020 Filed on Apr 15, 2020
77,550
N/A
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2020 Filed on Apr 15, 2020
20,975
$3.07 - $8.0 $64.4K - $168K
NOC
Northrop Grumman Corp

Industrials
Q1 2020 Filed on Apr 15, 2020
756
$269.86 - $384.87 $204K - $291K
PARA
Paramount Global

Communication Services
Q1 2020 Filed on Apr 15, 2020
7,007
$11.28 - $42.13 $79K - $295K
DCO
Ducommun Inc

Industrials
Q1 2020 Filed on Apr 15, 2020
6,700
$16.61 - $56.95 $111K - $382K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q1 2020 Filed on Apr 15, 2020
6,250
$20.57 - $62.57 $129K - $391K
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