Mayflower Financial Advisors, LLC Closed Holding Positions

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Goldman Sachs Bdc Inc 4.5 04/01/2022
Q2 2022 Filed on Jul 15, 2022
20,000
N/A
HE
Hawaiian Electric Industries Inc

Utilities
Q2 2022 Filed on Jul 15, 2022
5,011
$38.41 - $44.46 $192K - $223K
Pacira Biosciences Inc 2.375 04/01/2022
Q2 2022 Filed on Jul 15, 2022
24,000
N/A
SE
Sea LTD

Consumer Cyclical
Q2 2022 Filed on Jul 15, 2022
3,760
$57.11 - $132.72 $215K - $499K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2022 Filed on Jul 15, 2022
2,366
$78.1 - $97.98 $185K - $232K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q2 2022 Filed on Jul 15, 2022
1,851
$126.2 - $153.17 $234K - $284K
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2022 Filed on Jul 15, 2022
7,680
$19.63 - $26.62 $151K - $204K
BIIB
Biogen Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
979
$187.54 - $223.02 $184K - $218K
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 15, 2022
980
$158.74 - $219.95 $156K - $216K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q2 2022 Filed on Jul 15, 2022
5,341
$21.86 - $61.55 $117K - $329K
OTIS
Otis Worldwide Corp

Industrials
Q2 2022 Filed on Jul 15, 2022
5,664
$67.88 - $77.54 $384K - $439K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
1,453
$113.3 - $137.26 $165K - $199K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 21, 2022
1,762
$85.12 - $113.16 $150K - $199K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on Apr 21, 2022
952
$126.46 - $235.05 $120K - $224K
IYY
Ishares Tr

ETFs
Q1 2022 Filed on Apr 21, 2022
1,809
$102.45 - $118.45 $185K - $214K
HOOD
Robinhood Markets, Inc.

Technology
Q1 2022 Filed on Apr 21, 2022
10,605
$10.65 - $18.44 $113K - $196K
TWLO
Twilio Inc

Communication Services
Q1 2022 Filed on Apr 21, 2022
1,059
$125.17 - $262.29 $133K - $278K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2022 Filed on Apr 21, 2022
1,841
$121.42 - $128.17 $224K - $236K
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Jan 21, 2022
11,507
$4.15 - $8.1 $47.8K - $93.2K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Jan 21, 2022
6,948
$49.94 - $66.29 $347K - $461K
GNRC
Generac Holdings Inc.

Industrials
Q4 2021 Filed on Jan 21, 2022
476
$341.3 - $505.8 $162K - $241K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Jan 21, 2022
7,073
$23.71 - $31.01 $168K - $219K
SPRU
Spruce Pwr Hldg Corp Com
Q4 2021 Filed on Jan 21, 2022
560,812
N/A
Xl Fleet Corp Com Cl A
Q4 2021 Filed on Jan 21, 2022
852,400
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Jan 21, 2022
4,298
$42.07 - $66.11 $181K - $284K
Medallia Inc Com
Q4 2021 Filed on Jan 21, 2022
326,874
N/A
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Jan 21, 2022
3,477
N/A
NGD
New Gold Inc.

Basic Materials
Q4 2021 Filed on Jan 21, 2022
13,747
$1.11 - $1.78 $15.3K - $24.5K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Jan 21, 2022
880
$203.94 - $344.46 $179K - $303K
Peoples United Financial Inc Com
Q4 2021 Filed on Jan 21, 2022
10,295
N/A
General Electric CO
Q3 2021 Filed on Oct 26, 2021
112,682
N/A
IYG
Ishares Tr

ETFs
Q3 2021 Filed on Oct 26, 2021
1,456
$59.43 - $64.96 $86.5K - $94.6K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
6,054
$53.56 - $66.59 $324K - $403K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
547
$257.41 - $401.12 $141K - $219K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2021 Filed on Oct 26, 2021
5,144
$45.18 - $48.46 $232K - $249K
EBC
Eastern Bankshares, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
10,232
$18.12 - $20.47 $185K - $209K
SUMO
Sumo Logic, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
27,188
$15.86 - $22.47 $431K - $611K
LYG
Lloyds Banking Group PLC

Financial Services
Q3 2021 Filed on Oct 26, 2021
11,120
$2.27 - $2.6 $25.2K - $28.9K
Bhp Group PLC
Q3 2021 Filed on Oct 26, 2021
4,125
N/A
Ishares Gold Tr
Q2 2021 Filed on Jul 29, 2021
36,020
N/A
AXON
Axon Enterprise, Inc.

Industrials
Q1 2021 Filed on Apr 23, 2021
1,978
$116.85 - $203.51 $231K - $403K
SAN
Banco Santander, S.A.

Financial Services
Q1 2021 Filed on Apr 23, 2021
10,939
$2.93 - $3.68 $32.1K - $40.3K
Eaton Vance Corp
Q1 2021 Filed on Apr 23, 2021
30,862
N/A
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 23, 2021
1,636
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Apr 23, 2021
13,947
$13.43 - $14.89 $187K - $208K
MRTX
Mirati Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 23, 2021
937
$158.92 - $221.61 $149K - $208K
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