Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
40,221
$13.81 - $20.75 $555K - $835K
PING
Ping Identity Holding Corp.

Technology
Q1 2021 Filed on May 04, 2021
9,215
$21.41 - $36.25 $197K - $334K
Maxim Integrated Prods Inc
Q4 2020 Filed on Feb 12, 2021
6,315
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,763
$207.01 - $276.09 $365K - $487K
Varian Med Sys Inc
Q4 2020 Filed on Feb 12, 2021
3,390
N/A
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2020 Filed on Feb 12, 2021
3,408
$59.23 - $74.74 $202K - $255K
Hd Supply Hldgs Inc
Q4 2020 Filed on Feb 12, 2021
16,499
N/A
Bristol Myers Squibb CO
Q4 2020 Filed on Feb 12, 2021
106,905
N/A
GOLD
Barrick Gold Corp

Basic Materials
Q4 2020 Filed on Feb 12, 2021
9,027
$22.44 - $29.32 $203K - $265K
Sterling Bancorp Del
Q4 2020 Filed on Feb 12, 2021
11,033
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Feb 12, 2021
7,215
$50.09 - $50.18 $361K - $362K
Livongo Health Inc
Q4 2020 Filed on Feb 12, 2021
8,804
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
1,936
$132.59 - $154.32 $257K - $299K
LII
Lennox International Inc

Industrials
Q4 2020 Filed on Feb 12, 2021
2,690
$270.11 - $306.63 $727K - $825K
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
4,852
$39.45 - $50.02 $191K - $243K
Cabot Microelectronics Corp
Q4 2020 Filed on Feb 12, 2021
1,631
N/A
SMPL
Simply Good Foods CO

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
9,414
$18.77 - $31.36 $177K - $295K
CDXC
Chroma Dex Corp.

Healthcare
Q4 2020 Filed on Feb 12, 2021
68,541
$3.93 - $5.5 $269K - $377K
LHCG
Lhc Group, Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,183
$195.65 - $231.49 $231K - $274K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
8,564
$26.77 - $30.91 $229K - $265K
NOMD
Nomad Foods LTD

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
16,900
$20.83 - $26.36 $352K - $445K
Polyone Corp
Q3 2020 Filed on Nov 16, 2020
9,229
N/A
Enel Americas S A
Q3 2020 Filed on Nov 16, 2020
40,538
N/A
MLPX
Global X Mlp & Energy Infrastr

ETFs
Q3 2020 Filed on Nov 16, 2020
11,740
$21.96 - $26.9 $258K - $316K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q3 2020 Filed on Nov 16, 2020
4,201
$47.85 - $52.43 $201K - $220K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q3 2020 Filed on Nov 16, 2020
4,411
$105.46 - $144.13 $465K - $636K
T Mobile Us Inc
Q3 2020 Filed on Nov 16, 2020
13,726
N/A
TXN
Texas Instruments Inc

Technology
Q3 2020 Filed on Nov 16, 2020
44,044
$124.8 - $147.64 $5.5M - $6.5M
WTW
Willis Towers Watson PLC

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,300
$194.6 - $216.17 $642K - $713K
QNST
Quinstreet, Inc

Communication Services
Q3 2020 Filed on Nov 16, 2020
14,203
$10.1 - $15.84 $143K - $225K
Momo Inc
Q3 2020 Filed on Nov 16, 2020
11,596
N/A
SOHU
Sohu.Com LTD

Communication Services
Q3 2020 Filed on Nov 16, 2020
22,219
$9.13 - $25.49 $203K - $566K
Brookfield Ppty Reit Inc
Q3 2020 Filed on Nov 16, 2020
20,796
N/A
DHI
Horton D R Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
11,590
$53.86 - $76.97 $624K - $892K
WTW
Willis Towers Watson PLC

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,300
$194.6 - $216.17 $642K - $713K
KEY
Keycorp

Financial Services
Q3 2020 Filed on Nov 16, 2020
10,403
$11.03 - $13.08 $115K - $136K
WDC
Western Digital Corp

Technology
Q3 2020 Filed on Nov 16, 2020
6,021
$33.71 - $46.16 $203K - $278K
WU
Western Union CO

Financial Services
Q3 2020 Filed on Nov 16, 2020
22,337
$20.73 - $24.28 $463K - $542K
XYL
Xylem Inc.

Industrials
Q2 2020 Filed on Jul 09, 2020
6,601
$58.19 - $73.79 $384K - $487K
Global X Fds
Q2 2020 Filed on Jul 09, 2020
44,313
N/A
G
Genpact LTD

Technology
Q2 2020 Filed on Jul 09, 2020
13,888
$26.2 - $38.27 $364K - $531K
AVB
Avalonbay Communities Inc

Real Estate
Q2 2020 Filed on Jul 09, 2020
2,437
$132.22 - $178.07 $322K - $434K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2020 Filed on Jul 09, 2020
7,083
$21.14 - $52.75 $150K - $374K
BCS
Barclays PLC

Financial Services
Q2 2020 Filed on Jul 09, 2020
24,718
$3.89 - $6.72 $96.2K - $166K
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Jul 09, 2020
9,699
$27.21 - $33.9 $264K - $329K
LSXMK
Liberty Media Corp

Communication Services
Q2 2020 Filed on Jul 09, 2020
6,654
$26.79 - $39.82 $178K - $265K
Spartan Mtrs Inc
Q2 2020 Filed on Jul 09, 2020
11,179
N/A
United Technologies Corp
Q2 2020 Filed on Jul 09, 2020
15,399
N/A
EVBG
Everbridge, Inc.

Technology
Q2 2020 Filed on Jul 09, 2020
1,913
$97.85 - $160.78 $187K - $308K
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