Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $207 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2020 Filed on Apr 21, 2020
500
$7.05 - $28.3 $3.53K - $14.2K
PLMR
Palomar Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 21, 2020
500
$41.96 - $61.48 $21K - $30.7K
UNG
United States Natural Gas Fund, LP

ETFs
Q1 2020 Filed on Apr 21, 2020
2,000
$12.53 - $17.04 $25.1K - $34.1K
IHF
Ishares Tr

ETFs
Q1 2020 Filed on Apr 21, 2020
500
$137.01 - $211.53 $68.5K - $106K
Suntrust Bks Inc
Q4 2019 Filed on Jan 22, 2020
18,786
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2019 Filed on Jan 22, 2020
130
$43.72 - $48.62 $5.68K - $6.32K
Arconic Inc
Q4 2019 Filed on Jan 22, 2020
600
N/A
Altaba Inc
Q4 2019 Filed on Jan 22, 2020
500
N/A
HSBC
Hsbc Holdings PLC

Financial Services
Q4 2019 Filed on Jan 22, 2020
155
$36.33 - $39.52 $5.63K - $6.13K
Symantec Corp
Q4 2019 Filed on Jan 22, 2020
1,494
N/A
PGR
Progressive Corp

Financial Services
Q4 2019 Filed on Jan 22, 2020
85
$68.4 - $76.9 $5.81K - $6.54K
Celgene Corp
Q4 2019 Filed on Jan 22, 2020
3,400
N/A
Hcp Inc
Q4 2019 Filed on Jan 22, 2020
7,842
N/A
TRMB
Trimble Inc.

Technology
Q4 2019 Filed on Jan 22, 2020
200
$37.19 - $42.31 $7.44K - $8.46K
Nuveen Diversified Div Incm
Q4 2019 Filed on Jan 22, 2020
845
N/A
Libbey Inc
Q4 2019 Filed on Jan 22, 2020
3,103
N/A
GVI
Ishares Tr

ETFs
Q4 2019 Filed on Jan 22, 2020
209
$112.46 - $113.86 $23.5K - $23.8K
IGOV
Ishares 1 3 International Trea

ETFs
Q4 2019 Filed on Jan 22, 2020
200
$49.67 - $50.96 $9.93K - $10.2K
California Res Corp
Q4 2019 Filed on Jan 22, 2020
106
N/A
Ishares Tr
Q4 2019 Filed on Jan 22, 2020
2,467
N/A
RMR
Rmr Group Inc.

Real Estate
Q4 2019 Filed on Jan 22, 2020
1
$43.78 - $48.95 $43.8 - $49
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q4 2019 Filed on Jan 22, 2020
300
$10.43 - $17.67 $3.13K - $5.3K
IGRO
Ishares Tr International Divid

ETFs
Q4 2019 Filed on Jan 22, 2020
1,360
$53.94 - $60.62 $73.4K - $82.4K
ADNT
Adient PLC

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
525
$19.61 - $24.85 $10.3K - $13K
Trustco Bk Corp N Y
Q4 2019 Filed on Jan 22, 2020
1,000
N/A
Concho Res Inc
Q4 2019 Filed on Jan 22, 2020
200
N/A
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
Q4 2019 Filed on Jan 22, 2020
400
$69.0 - $73.09 $27.6K - $29.2K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 22, 2020
10,100
N/A
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 22, 2020
8,300
N/A
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
185
$34.13 - $44.26 $6.31K - $8.19K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
1,200
$23.6 - $32.78 $28.3K - $39.3K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
250
$56.2 - $75.52 $14.1K - $18.9K
MGIC
Magic Software Enterprises LTD

Technology
Q4 2019 Filed on Jan 22, 2020
3,000
$8.83 - $10.29 $26.5K - $30.9K
COUP
Coupa Software Inc

Technology
Q4 2019 Filed on Jan 22, 2020
600
$120.17 - $158.25 $72.1K - $95K
Grubhub Inc
Q4 2019 Filed on Jan 22, 2020
1,000
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2019 Filed on Jan 22, 2020
28
$46.96 - $61.67 $1.31K - $1.73K
FAST
Fastenal CO

Industrials
Q4 2019 Filed on Jan 22, 2020
400
$30.61 - $37.66 $12.2K - $15.1K
SAFE
Safehold Inc.

Real Estate
Q4 2019 Filed on Jan 22, 2020
700
$31.41 - $42.73 $22K - $29.9K
ALTR
Altair Engineering Inc.

Technology
Q4 2019 Filed on Jan 22, 2020
600
$28.32 - $38.04 $17K - $22.8K
IQDF
Flexshares International Quali

ETFs
Q4 2019 Filed on Jan 22, 2020
410
$21.75 - $24.33 $8.92K - $9.98K
Peoples Utd Finl Inc
Q4 2019 Filed on Jan 22, 2020
150
N/A
COLD
Americold Realty Trust

Real Estate
Q4 2019 Filed on Jan 22, 2020
2,000
$32.95 - $40.12 $65.9K - $80.2K
Aarons Inc
Q4 2019 Filed on Jan 22, 2020
95
N/A
Ishares Tr
Q4 2019 Filed on Jan 22, 2020
129
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
500
$17.89 - $27.55 $8.95K - $13.8K
Jp Morgan Exchange Traded Fd
Q4 2019 Filed on Jan 22, 2020
425
N/A
RDWR
Radware LTD

Technology
Q4 2019 Filed on Jan 22, 2020
1,300
$22.2 - $25.93 $28.9K - $33.7K
SCTL
Societal Cdmo Inc Com

Healthcare
Q4 2019 Filed on Jan 22, 2020
1,000
N/A
ICLN
Ishares

ETFs
Q4 2019 Filed on Jan 22, 2020
1,000
$10.55 - $11.81 $10.6K - $11.8K
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