Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.21 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EB
Eventbrite, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
14,309
$9.81 - $15.57 $140K - $223K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,010
$28.0 - $113.85 $112K - $457K
CRTO
Criteo S.A.

Communication Services
Q2 2022 Filed on Aug 02, 2022
9,356
$23.5 - $27.78 $220K - $260K
HUBG
Hub Group, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
3,751
$61.35 - $78.62 $230K - $295K
RDWR
Radware LTD

Technology
Q2 2022 Filed on Aug 02, 2022
7,008
$21.06 - $33.04 $148K - $232K
E
Eni Spa

Energy
Q2 2022 Filed on Aug 02, 2022
23,700
$23.81 - $31.29 $564K - $742K
Cerner Corp
Q2 2022 Filed on Aug 02, 2022
6,502
N/A
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
4,655
$20.19 - $42.76 $94K - $199K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q2 2022 Filed on Aug 02, 2022
7,078
$46.35 - $71.38 $328K - $505K
INMD
In Mode Ltd.

Healthcare
Q2 2022 Filed on Aug 02, 2022
7,276
$20.97 - $37.47 $153K - $273K
NDLS
Noodles & CO

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
14,420
$4.65 - $6.6 $67.1K - $95.2K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,946
$53.22 - $123.09 $104K - $240K
Avantor Inc
Q2 2022 Filed on Aug 02, 2022
1,997
N/A
SHYF
Shyft Group, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
6,166
$18.59 - $35.57 $115K - $219K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,103
$28.63 - $75.86 $117K - $311K
SGRY
Surgery Partners, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,460
$27.55 - $61.69 $123K - $275K
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,933
$87.2 - $114.05 $430K - $563K
PDCE
Pdc Energy, Inc.

Energy
Q2 2022 Filed on Aug 02, 2022
4,836
$59.07 - $86.18 $286K - $417K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
6,032
$37.31 - $52.14 $225K - $315K
Broadcom Inc
Q2 2022 Filed on Aug 02, 2022
109
N/A
MFG
Mizuho Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 02, 2022
21,261
$2.16 - $2.63 $45.9K - $55.9K
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
930
$97.45 - $243.15 $90.6K - $226K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 03, 2022
9,070
$51.49 - $53.86 $467K - $489K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 03, 2022
11,901
$72.45 - $85.55 $862K - $1.02M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on May 03, 2022
3,397
$54.28 - $58.95 $184K - $200K
CIVI
Civitas Resources, Inc.

Energy
Q1 2022 Filed on May 03, 2022
5,726
$45.83 - $64.62 $262K - $370K
URBN
Urban Outfitters Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
7,044
$23.96 - $29.99 $169K - $211K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 03, 2022
3,570
$81.03 - $87.06 $289K - $311K
MTH
Meritage Homes Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
2,356
$79.23 - $119.49 $187K - $282K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2022 Filed on May 03, 2022
1,000
$119.35 - $157.8 $119K - $158K
AIMC
Altra Industrial Motion Corp.

Industrials
Q1 2022 Filed on May 03, 2022
4,385
$37.85 - $53.53 $166K - $235K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,810
$95.34 - $166.6 $173K - $302K
LPSN
Liveperson Inc

Technology
Q4 2021 Filed on Feb 02, 2022
3,591
$33.86 - $60.92 $122K - $219K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
6,017
$33.98 - $42.64 $204K - $257K
Bhp Group PLC
Q4 2021 Filed on Feb 02, 2022
8,085
N/A
Draftkings Inc
Q4 2021 Filed on Feb 02, 2022
5,186
N/A
FIVN
Five9, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
2,126
$128.25 - $167.26 $273K - $356K
PKX
Posco Holdings Inc.

Basic Materials
Q4 2021 Filed on Feb 02, 2022
8,759
$55.17 - $69.49 $483K - $609K
COOK
Traeger, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
9,835
$11.9 - $21.76 $117K - $214K
Bonanza Creek Energy Inc
Q4 2021 Filed on Feb 02, 2022
5,821
N/A
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
2,356
$64.2 - $142.68 $151K - $336K
RM
Regional Management Corp.

Financial Services
Q4 2021 Filed on Feb 02, 2022
4,342
$50.72 - $62.75 $220K - $272K
TWOU
2 U, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
6,279
$20.0 - $34.34 $126K - $216K
J2 Global Inc
Q4 2021 Filed on Feb 02, 2022
1,869
N/A
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
6,548
$34.22 - $42.01 $224K - $275K
AMN
Amn Healthcare Services Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
1,973
$94.48 - $124.24 $186K - $245K
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 02, 2022
5,709
N/A
ILPT
Industrial Logistics Properties Trust

Real Estate
Q4 2021 Filed on Feb 02, 2022
7,878
$21.83 - $28.4 $172K - $224K
GENI
Genius Sports LTD

Communication Services
Q4 2021 Filed on Feb 02, 2022
40,178
$6.92 - $19.69 $278K - $791K
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