Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AA
Alcoa Corp

Basic Materials
Q3 2021 Filed on Nov 02, 2021
7,080
$31.62 - $51.68 $224K - $366K
ONEM
1 Life Healthcare Inc

Healthcare
Q2 2021 Filed on Aug 04, 2021
5,151
$32.65 - $44.64 $168K - $230K
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
SIMO
Silicon Motion Technology Corp

Technology
Q2 2021 Filed on Aug 04, 2021
4,509
$62.59 - $72.56 $282K - $327K
CCMP
Cmc Materials, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
1,428
$144.36 - $196.9 $206K - $281K
NMR
Nomura Holdings Inc

Financial Services
Q2 2021 Filed on Aug 04, 2021
15,148
$5.09 - $5.62 $77.1K - $85.1K
OC
Owens Corning

Industrials
Q2 2021 Filed on Aug 04, 2021
2,345
$93.79 - $108.22 $220K - $254K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
1,399
$156.14 - $181.1 $218K - $253K
SNPS
Synopsys Inc

Technology
Q2 2021 Filed on Aug 04, 2021
3,552
$228.54 - $276.18 $812K - $981K
F
Ford Motor CO

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
11,560
$11.26 - $15.99 $130K - $185K
Dmy Technology Group Inc Ii
Q2 2021 Filed on Aug 04, 2021
21,058
N/A
LPX
Louisiana Pacific Corp

Industrials
Q2 2021 Filed on Aug 04, 2021
5,397
$55.76 - $73.55 $301K - $397K
PFGC
Performance Food Group CO

Consumer Defensive
Q2 2021 Filed on Aug 04, 2021
5,154
$47.09 - $58.7 $243K - $303K
WAL
Western Alliance Bancorporation

Financial Services
Q2 2021 Filed on Aug 04, 2021
4,005
$89.16 - $108.02 $357K - $433K
RNST
Renasant Corp

Financial Services
Q2 2021 Filed on Aug 04, 2021
7,124
$39.66 - $45.13 $283K - $322K
LPL
Lg Display Co., Ltd.

Technology
Q2 2021 Filed on Aug 04, 2021
43,354
$9.66 - $12.19 $419K - $528K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Aug 04, 2021
2,264
$55.06 - $60.62 $125K - $137K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2021 Filed on May 04, 2021
7,170
$93.7 - $99.63 $672K - $714K
China Unicom Hong Kong
Q1 2021 Filed on May 04, 2021
14,594
N/A
Parsley Energy Inc
Q1 2021 Filed on May 04, 2021
30,455
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q1 2021 Filed on May 04, 2021
29,094
$4.01 - $6.09 $117K - $177K
Hms Hldgs Corp
Q1 2021 Filed on May 04, 2021
9,834
N/A
Fly Leasing LTD
Q1 2021 Filed on May 04, 2021
10,650
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
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
40,221
$13.81 - $20.75 $555K - $835K
JACK
Jack In The Box Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
2,604
$91.2 - $116.83 $237K - $304K
General Electric CO
Q1 2021 Filed on May 04, 2021
12,686
N/A
MTZ
Mastec Inc

Industrials
Q1 2021 Filed on May 04, 2021
4,353
$67.29 - $98.93 $293K - $431K
CS
Credit Suisse Group Ag

Financial Services
Q1 2021 Filed on May 04, 2021
28,084
$10.6 - $14.7 $298K - $413K
PING
Ping Identity Holding Corp.

Technology
Q1 2021 Filed on May 04, 2021
9,215
$21.41 - $36.25 $197K - $334K
NOK
Nokia Corp

Technology
Q1 2021 Filed on May 04, 2021
59,260
$3.82 - $6.55 $226K - $388K
Domtar Corp
Q1 2021 Filed on May 04, 2021
6,396
N/A
PRG
Prog Holdings, Inc.

Industrials
Q1 2021 Filed on May 04, 2021
3,815
$43.17 - $58.62 $165K - $224K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on May 04, 2021
11,715
$54.38 - $65.24 $637K - $764K
RAMP
Live Ramp Holdings, Inc.

Technology
Q1 2021 Filed on May 04, 2021
3,985
$48.85 - $85.96 $195K - $343K
MSTR
Microstrategy Inc

Technology
Q1 2021 Filed on May 04, 2021
712
$425.22 - $1272.94 $303K - $906K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,059
$80.89 - $136.47 $247K - $417K
CMF
Ishares California Muni Bond E

ETFs
Q1 2021 Filed on May 04, 2021
3,692
$61.72 - $63.18 $228K - $233K
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
1,777
$203.97 - $339.91 $362K - $604K
UTHR
United Therapeutics Corp

Healthcare
Q1 2021 Filed on May 04, 2021
1,430
$153.94 - $174.85 $220K - $250K
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
STM
St Microelectronics N.V.

Technology
Q1 2021 Filed on May 04, 2021
8,567
$33.3 - $42.79 $285K - $367K
IEF
Ishares Barclays

ETFs
Q1 2021 Filed on May 04, 2021
2,527
$112.93 - $119.98 $285K - $303K
Aarons Holdings Company Inc
Q1 2021 Filed on May 04, 2021
3,815
N/A
AIN
Albany International Corp

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
3,338
$69.52 - $88.01 $232K - $294K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Feb 12, 2021
7,215
$50.09 - $50.18 $361K - $362K
LHCG
Lhc Group, Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,183
$195.65 - $231.49 $231K - $274K
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