Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.11 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q1 2022 Filed on May 03, 2022
3,722
$102.52 - $112.86 $382K - $420K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
1,810
$95.34 - $166.6 $173K - $302K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on May 03, 2022
3,397
$54.28 - $58.95 $184K - $200K
AOS
Smith A O Corp

Industrials
Q4 2021 Filed on Feb 02, 2022
10,090
$61.17 - $85.85 $617K - $866K
PKX
Posco Holdings Inc.

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

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
6,279
$20.0 - $34.34 $126K - $216K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
2,356
$64.2 - $142.68 $151K - $336K
CVNA
Carvana Co.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
1,079
$204.12 - $303.18 $220K - $327K
DASH
Door Dash, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
1,449
$144.44 - $245.97 $209K - $356K
WPP
Wpp PLC

Communication Services
Q4 2021 Filed on Feb 02, 2022
3,328
$64.88 - $76.2 $216K - $254K
TPR
Tapestry, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
6,561
$37.36 - $46.2 $245K - $303K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
6,017
$33.98 - $42.64 $204K - $257K
ALGN
Align Technology Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
614
$589.61 - $711.02 $362K - $437K
LPSN
Liveperson Inc

Technology
Q4 2021 Filed on Feb 02, 2022
3,591
$33.86 - $60.92 $122K - $219K
AMN
Amn Healthcare Services Inc

Healthcare
Q4 2021 Filed on Feb 02, 2022
1,973
$94.48 - $124.24 $186K - $245K
Draftkings Inc
Q4 2021 Filed on Feb 02, 2022
5,186
N/A
SNPTY
China Petro&Chem Ads (100 Ord)
Q4 2021 Filed on Feb 02, 2022
5,709
N/A
FIVN
Five9, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
2,126
$128.25 - $167.26 $273K - $356K
Bonanza Creek Energy Inc
Q4 2021 Filed on Feb 02, 2022
5,821
N/A
Bhp Group PLC
Q4 2021 Filed on Feb 02, 2022
8,085
N/A
ILPT
Industrial Logistics Properties Trust

Real Estate
Q4 2021 Filed on Feb 02, 2022
7,878
$21.83 - $28.4 $172K - $224K
J2 Global Inc
Q4 2021 Filed on Feb 02, 2022
1,869
N/A
GENI
Genius Sports LTD

Communication Services
Q4 2021 Filed on Feb 02, 2022
40,178
$6.92 - $19.69 $278K - $791K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Feb 02, 2022
412
$605.55 - $747.79 $249K - $308K
AEIS
Advanced Energy Industries Inc

Industrials
Q4 2021 Filed on Feb 02, 2022
3,220
$84.4 - $95.15 $272K - $306K
HRL
Hormel Foods Corp

Consumer Defensive
Q4 2021 Filed on Feb 02, 2022
11,663
$40.89 - $49.19 $477K - $574K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 02, 2022
625
$225.82 - $368.51 $141K - $230K
AIG
American International Group, Inc.

Financial Services
Q4 2021 Filed on Feb 02, 2022
4,208
$51.72 - $61.08 $218K - $257K
RM
Regional Management Corp.

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

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
9,835
$11.9 - $21.76 $117K - $214K
PALT
Paltalk, Inc.

Technology
Q4 2021 Filed on Feb 02, 2022
11,805
$2.84 - $10.07 $33.5K - $119K
MLKN
Millerknoll, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 02, 2022
6,548
$34.22 - $42.01 $224K - $275K
ADNT
Adient PLC

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
5,553
$35.2 - $45.16 $195K - $251K
GH
Guardant Health, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
1,807
$98.77 - $132.17 $178K - $239K
RNG
Ring Central, Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
989
$212.13 - $303.93 $210K - $301K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
4,153
$45.66 - $63.33 $190K - $263K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
2,645
$58.38 - $84.96 $154K - $225K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
5,013
$36.61 - $46.99 $184K - $236K
SID
National Steel CO

Basic Materials
Q3 2021 Filed on Nov 02, 2021
13,100
$5.11 - $9.49 $66.9K - $124K
ASTE
Astec Industries Inc

Industrials
Q3 2021 Filed on Nov 02, 2021
3,786
$53.61 - $64.01 $203K - $242K
ENS
Ener Sys

Industrials
Q3 2021 Filed on Nov 02, 2021
2,460
$73.39 - $99.3 $181K - $244K
BAND
Bandwidth Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
2,094
$87.85 - $140.5 $184K - $294K
SDC
Smile Direct Club, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
14,702
$4.69 - $8.49 $69K - $125K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q3 2021 Filed on Nov 02, 2021
43,000
$5.74 - $7.91 $247K - $340K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
3,817
$49.95 - $58.59 $191K - $224K
Bowl Amer Inc
Q3 2021 Filed on Nov 02, 2021
80,314
N/A
BLFS
Biolife Solutions Inc

Healthcare
Q3 2021 Filed on Nov 02, 2021
6,451
$42.03 - $60.5 $271K - $390K
AA
Alcoa Corp

Basic Materials
Q3 2021 Filed on Nov 02, 2021
7,080
$31.62 - $51.68 $224K - $366K
F
Ford Motor CO

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
11,560
$11.26 - $15.99 $130K - $185K
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