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
PALT
Paltalk, Inc.

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

Technology
Q3 2021 Filed on Nov 02, 2021
989
$212.13 - $303.93 $210K - $301K
ADNT
Adient PLC

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
5,553
$35.2 - $45.16 $195K - $251K
ASTE
Astec Industries Inc

Industrials
Q3 2021 Filed on Nov 02, 2021
3,786
$53.61 - $64.01 $203K - $242K
GH
Guardant Health, Inc.

Healthcare
Q3 2021 Filed on Nov 02, 2021
1,807
$98.77 - $132.17 $178K - $239K
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
4,153
$45.66 - $63.33 $190K - $263K
SID
National Steel CO

Basic Materials
Q3 2021 Filed on Nov 02, 2021
13,100
$5.11 - $9.49 $66.9K - $124K
Bowl Amer Inc
Q3 2021 Filed on Nov 02, 2021
80,314
N/A
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
BAND
Bandwidth Inc.

Technology
Q3 2021 Filed on Nov 02, 2021
2,094
$87.85 - $140.5 $184K - $294K
BLFS
Biolife Solutions Inc

Healthcare
Q3 2021 Filed on Nov 02, 2021
6,451
$42.03 - $60.5 $271K - $390K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 02, 2021
5,013
$36.61 - $46.99 $184K - $236K
ENS
Ener Sys

Industrials
Q3 2021 Filed on Nov 02, 2021
2,460
$73.39 - $99.3 $181K - $244K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2021 Filed on Aug 04, 2021
2,676
$56.61 - $80.46 $151K - $215K
WNS
Wns (Holdings) LTD

Technology
Q2 2021 Filed on Aug 04, 2021
4,596
$67.79 - $81.13 $312K - $373K
BJRI
B Js Restaurants Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
4,480
$47.06 - $62.0 $211K - $278K
CCMP
Cmc Materials, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
1,428
$144.36 - $196.9 $206K - $281K
RNST
Renasant Corp

Financial Services
Q2 2021 Filed on Aug 04, 2021
7,124
$39.66 - $45.13 $283K - $322K
ONEM
1 Life Healthcare Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
5,151
$32.65 - $44.64 $168K - $230K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
1,399
$156.14 - $181.1 $218K - $253K
NMR
Nomura Holdings Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
15,148
$5.09 - $5.62 $77.1K - $85.1K
LPL
Lg Display Co., Ltd.

Technology
Q2 2021 Filed on Aug 04, 2021
43,354
$9.66 - $12.19 $419K - $528K
Dmy Technology Group Inc Ii
Q2 2021 Filed on Aug 04, 2021
21,058
N/A
CMF
Ishares California Muni Bond E

ETFs
Q1 2021 Filed on May 04, 2021
3,692
$61.72 - $63.18 $228K - $233K
AUY
Yamana Gold Inc.

Basic Materials
Q1 2021 Filed on May 04, 2021
29,094
$4.01 - $6.09 $117K - $177K
MTZ
Mastec Inc

Industrials
Q1 2021 Filed on May 04, 2021
4,353
$67.29 - $98.93 $293K - $431K
China Unicom Hong Kong
Q1 2021 Filed on May 04, 2021
14,594
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q1 2021 Filed on May 04, 2021
10,394
$10.41 - $12.91 $108K - $134K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on May 04, 2021
7,170
$93.7 - $99.63 $672K - $714K
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
2,604
$91.2 - $116.83 $237K - $304K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
40,221
$13.81 - $20.75 $555K - $835K
Domtar Corp
Q1 2021 Filed on May 04, 2021
6,396
N/A
RAMP
Live Ramp Holdings, Inc.

Technology
Q1 2021 Filed on May 04, 2021
3,985
$48.85 - $85.96 $195K - $343K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,059
$80.89 - $136.47 $247K - $417K
PING
Ping Identity Holding Corp.

Technology
Q1 2021 Filed on May 04, 2021
9,215
$21.41 - $36.25 $197K - $334K
Parsley Energy Inc
Q1 2021 Filed on May 04, 2021
30,455
N/A
RPD
Rapid7, Inc.

Technology
Q1 2021 Filed on May 04, 2021
3,723
$72.52 - $91.85 $270K - $342K
SWN
Southwestern Energy CO

Energy
Q1 2021 Filed on May 04, 2021
40,908
$3.06 - $4.81 $125K - $197K
PRG
Prog Holdings, Inc.

Industrials
Q1 2021 Filed on May 04, 2021
3,815
$43.17 - $58.62 $165K - $224K
CS
Credit Suisse Group Ag

Financial Services
Q1 2021 Filed on May 04, 2021
28,084
$10.6 - $14.7 $298K - $413K
AIN
Albany International Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,338
$69.52 - $88.01 $232K - $294K
Aarons Holdings Company Inc
Q1 2021 Filed on May 04, 2021
3,815
N/A
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
1,777
$203.97 - $339.91 $362K - $604K
Hms Hldgs Corp
Q1 2021 Filed on May 04, 2021
9,834
N/A
STM
St Microelectronics N.V.

Technology
Q1 2021 Filed on May 04, 2021
8,567
$33.3 - $42.79 $285K - $367K
General Electric CO
Q1 2021 Filed on May 04, 2021
12,686
N/A
Fly Leasing LTD
Q1 2021 Filed on May 04, 2021
10,650
N/A
Maxim Integrated Prods Inc
Q4 2020 Filed on Feb 12, 2021
6,315
N/A
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email