Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Pimco Dynamic Cr & Mtg Inc F
Q2 2020 Filed on Jul 16, 2020
500
N/A
STNE
Stone Co Ltd.

Technology
Q2 2020 Filed on Jul 16, 2020
500
$17.82 - $41.55 $8.91K - $20.8K
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
850
$62.72 - $113.67 $53.3K - $96.6K
FTI
Technip Fmc PLC

Energy
Q2 2020 Filed on Jul 16, 2020
10
$4.85 - $7.53 $48.5 - $75.3
Neptune Wellness Solutions I
Q2 2020 Filed on Jul 16, 2020
230
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
700
$1.38 - $26.2 $966 - $18.3K
Sutter Rock Cap Corp
Q2 2020 Filed on Jul 16, 2020
500
N/A
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
15
$328.23 - $392.32 $4.92K - $5.88K
RGNX
Regenxbio Inc.

Healthcare
Q2 2020 Filed on Jul 16, 2020
20
$27.75 - $43.44 $555 - $869
Chesapeake Energy Corp
Q2 2020 Filed on Jul 16, 2020
300
N/A
SZNE
Pacer Fds Tr Cfra Stovall Eql

ETFs
Q2 2020 Filed on Jul 16, 2020
5,545
$20.78 - $27.24 $115K - $151K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2020 Filed on Jul 16, 2020
1,100
$19.92 - $48.69 $21.9K - $53.6K
Credit Suisse Ag Nassau Brh
Q2 2020 Filed on Jul 16, 2020
5
N/A
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q2 2020 Filed on Jul 16, 2020
3,000
$22.59 - $48.48 $67.8K - $145K
NMRD
Nemaura Medical Inc.

Healthcare
Q2 2020 Filed on Jul 16, 2020
1,500
$4.75 - $15.38 $7.13K - $23.1K
Anixter Intl Inc
Q2 2020 Filed on Jul 16, 2020
750
N/A
LPTH
Lightpath Technologies Inc

Technology
Q2 2020 Filed on Jul 16, 2020
5,000
$1.0 - $3.41 $5K - $17.1K
Citigroup Global Mkts Hldgs
Q2 2020 Filed on Jul 16, 2020
10,000
N/A
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
Q2 2020 Filed on Jul 16, 2020
3,627
$18.59 - $26.94 $67.4K - $97.7K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
Q2 2020 Filed on Jul 16, 2020
1,000
$2.87 - $5.46 $2.87K - $5.46K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q2 2020 Filed on Jul 16, 2020
500
N/A
ABR
Arbor Realty Trust Inc

Real Estate
Q2 2020 Filed on Jul 16, 2020
500
$4.06 - $11.0 $2.03K - $5.5K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q2 2020 Filed on Jul 16, 2020
400
$16.31 - $22.01 $6.52K - $8.8K
HZO
Marinemax Inc

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
500
$7.97 - $22.58 $3.99K - $11.3K
Kemet Corp
Q2 2020 Filed on Jul 16, 2020
500
N/A
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q2 2020 Filed on Jul 16, 2020
500
$12.25 - $24.89 $6.13K - $12.4K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q2 2020 Filed on Jul 16, 2020
500
$6.44 - $14.42 $3.22K - $7.21K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 21, 2020
2,470
N/A
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on Apr 21, 2020
112
$35.16 - $65.92 $3.94K - $7.38K
BKCC
Black Rock Capital Investment Corp

Financial Services
Q1 2020 Filed on Apr 21, 2020
1,250
$1.47 - $5.09 $1.84K - $6.36K
FN
Fabrinet

Technology
Q1 2020 Filed on Apr 21, 2020
2,200
$47.55 - $68.04 $105K - $150K
LEA
Lear Corp

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
669
$70.0 - $140.66 $46.8K - $94.1K
AVY
Avery Dennison Corp

Industrials
Q1 2020 Filed on Apr 21, 2020
100
$78.75 - $140.11 $7.88K - $14K
Ubs Ag London Brh
Q1 2020 Filed on Apr 21, 2020
2,000
N/A
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
240
$26.01 - $42.44 $6.24K - $10.2K
ILF
Ishares Latin America 40 ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
600
$15.64 - $34.83 $9.38K - $20.9K
INGR
Ingredion Inc

Consumer Defensive
Q1 2020 Filed on Apr 21, 2020
10
$60.8 - $98.51 $608 - $985
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on Apr 21, 2020
166
$39.85 - $66.69 $6.62K - $11.1K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
40
$15.34 - $37.09 $614 - $1.48K
CTXS
Citrix Systems Inc

Technology
Q1 2020 Filed on Apr 21, 2020
1,105
$102.97 - $145.91 $114K - $161K
ECL
Ecolab Inc.

Basic Materials
Q1 2020 Filed on Apr 21, 2020
255
$125.22 - $210.31 $31.9K - $53.6K
VHT
Vanguard Health Care ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
658
$139.96 - $197.23 $92.1K - $130K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
264
$112.37 - $186.27 $29.7K - $49.2K
KEP
Korea Electric Power Corp

Utilities
Q1 2020 Filed on Apr 21, 2020
1,500
$6.34 - $12.23 $9.51K - $18.3K
Allianzgi Nfj Divid Int & Pr
Q1 2020 Filed on Apr 21, 2020
1,000
N/A
ABCB
Ameris Bancorp

Financial Services
Q1 2020 Filed on Apr 21, 2020
500
$18.94 - $43.53 $9.47K - $21.8K
United States Oil Fund LP
Q1 2020 Filed on Apr 21, 2020
500
N/A
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2020 Filed on Apr 21, 2020
250
$77.61 - $125.25 $19.4K - $31.3K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 21, 2020
250
$36.21 - $54.8 $9.05K - $13.7K
Track This Portfolio

Track Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email