Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Ihs Markit LTD
Q1 2020 Filed on Apr 21, 2020
732
N/A
TRUP
Trupanion, Inc.

Financial Services
Q1 2020 Filed on Apr 21, 2020
200
$23.84 - $37.22 $4.77K - $7.44K
Etfis Ser Tr I
Q1 2020 Filed on Apr 21, 2020
5,200
N/A
Momo Inc
Q1 2020 Filed on Apr 21, 2020
200
N/A
ALRM
Alarm.Com Holdings, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
3,000
$34.29 - $50.11 $103K - $150K
BOTZ
Global X Fds

ETFs
Q1 2020 Filed on Apr 21, 2020
175
$15.11 - $23.06 $2.64K - $4.04K
Cloudera Inc
Q1 2020 Filed on Apr 21, 2020
3,300
N/A
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
5,950
$12.78 - $26.68 $76K - $159K
ACGL
Arch Capital Group Ltd.

Financial Services
Q1 2020 Filed on Apr 21, 2020
300
$23.26 - $48.18 $6.98K - $14.5K
RZV
Invesco Fd Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
200
$31.8 - $70.02 $6.36K - $14K
PKB
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
300
$17.58 - $36.89 $5.27K - $11.1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2020 Filed on Apr 21, 2020
215
$47.85 - $50.5 $10.3K - $10.9K
Invesco Exch Trd Slf Idx Fd
Q1 2020 Filed on Apr 21, 2020
7,890
N/A
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2020 Filed on Apr 21, 2020
1,120
$31.51 - $55.22 $35.3K - $61.8K
New Age Beverages Corp
Q1 2020 Filed on Apr 21, 2020
1,000
N/A
CYBR
Cyber Ark Software Ltd.

Technology
Q1 2020 Filed on Apr 21, 2020
1,300
$72.78 - $142.97 $94.6K - $186K
SAIC
Science Applications International Corp

Technology
Q1 2020 Filed on Apr 21, 2020
3
$51.92 - $96.0 $156 - $288
TIGO
Millicom International Cellular Sa

Communication Services
Q1 2020 Filed on Apr 21, 2020
200
$22.5 - $49.39 $4.5K - $9.88K
LYFT
Lyft, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
200
$16.05 - $53.94 $3.21K - $10.8K
INVA
Innoviva, Inc.

Healthcare
Q1 2020 Filed on Apr 21, 2020
1,000
$8.11 - $15.23 $8.11K - $15.2K
SXC
Sun Coke Energy, Inc.

Basic Materials
Q1 2020 Filed on Apr 21, 2020
2,153
$2.85 - $6.41 $6.14K - $13.8K
CHRS
Coherus Bio Sciences, Inc.

Healthcare
Q1 2020 Filed on Apr 21, 2020
500
$11.67 - $22.53 $5.84K - $11.3K
GNL
Global Net Lease, Inc.

Real Estate
Q1 2020 Filed on Apr 21, 2020
308
$9.02 - $21.67 $2.78K - $6.67K
EQT
Eqt Corp

Energy
Q1 2020 Filed on Apr 21, 2020
270
$4.96 - $10.46 $1.34K - $2.82K
ESTC
Elastic N.V.

Technology
Q1 2020 Filed on Apr 21, 2020
50
$44.12 - $73.86 $2.21K - $3.69K
Qiwi PLC
Q1 2020 Filed on Apr 21, 2020
500
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
656
$51.4 - $54.6 $33.7K - $35.8K
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
1,927
$6.77 - $13.14 $13K - $25.3K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2020 Filed on Apr 21, 2020
305
N/A
REED
Reed'S, Inc.

Consumer Defensive
Q1 2020 Filed on Apr 21, 2020
1,095
$0.4 - $1.17 $438 - $1.28K
Mri Interventions Inc
Q1 2020 Filed on Apr 21, 2020
437
N/A
Aimmune Therapeutics Inc
Q1 2020 Filed on Apr 21, 2020
2,500
N/A
ZD
Ziff Davis, Inc.

Communication Services
Q1 2020 Filed on Apr 21, 2020
325
$54.81 - $89.97 $17.8K - $29.2K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2020 Filed on Apr 21, 2020
200
$75.11 - $113.76 $15K - $22.8K
UTRN
Exch Traded Concepts Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
130
$16.47 - $27.18 $2.14K - $3.53K
NP
Neenah Inc
Q1 2020 Filed on Apr 21, 2020
300
$34.82 - $72.18 $10.4K - $21.7K
PING
Ping Identity Holding Corp.

Technology
Q1 2020 Filed on Apr 21, 2020
1,900
$16.13 - $28.63 $30.6K - $54.4K
CRT
Cross Timbers Royalty Trust

Energy
Q1 2020 Filed on Apr 21, 2020
900
$4.35 - $9.35 $3.91K - $8.42K
WWD
Woodward, Inc.

Industrials
Q1 2020 Filed on Apr 21, 2020
500
$50.24 - $127.84 $25.1K - $63.9K
PTN
Palatin Technologies Inc

Healthcare
Q1 2020 Filed on Apr 21, 2020
100
$0.36 - $0.79 $36 - $79
STKL
Sun Opta Inc.

Consumer Defensive
Q1 2020 Filed on Apr 21, 2020
550
$1.5 - $3.13 $825 - $1.72K
ACMR
Acm Research, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
1,000
$5.75 - $16.18 $5.75K - $16.2K
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
Q1 2020 Filed on Apr 21, 2020
431
$18.76 - $29.72 $8.09K - $12.8K
EXPR
Express, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
4,000
$1.49 - $5.09 $5.96K - $20.4K
Avita Med LTD
Q1 2020 Filed on Apr 21, 2020
3,000
N/A
ZEN
Zendesk, Inc.

Technology
Q1 2020 Filed on Apr 21, 2020
1,000
$54.74 - $90.48 $54.7K - $90.5K
TUFN
Tufin Software Technologies Ltd.

Technology
Q1 2020 Filed on Apr 21, 2020
500
$6.19 - $17.99 $3.1K - $9K
ELAN
Elanco Animal Health Inc

Healthcare
Q1 2020 Filed on Apr 21, 2020
500
$16.68 - $32.25 $8.34K - $16.1K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
4,000
$4.81 - $18.1 $19.2K - $72.4K
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