Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
SVC
Service Properties Trust

Real Estate
Q4 2019 Filed on Jan 22, 2020
77
$22.51 - $26.2 $1.73K - $2.02K
SAN
Banco Santander, S.A.

Financial Services
Q4 2019 Filed on Jan 22, 2020
2,596
$3.8 - $4.4 $9.86K - $11.4K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
28
$142.93 - $154.64 $4K - $4.33K
CDLX
Cardlytics, Inc.

Communication Services
Q4 2019 Filed on Jan 22, 2020
500
$33.02 - $64.96 $16.5K - $32.5K
WRK
West Rock CO

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
195
$33.47 - $43.18 $6.53K - $8.42K
Audentes Therapeutics Inc
Q4 2019 Filed on Jan 22, 2020
25
N/A
PK
Park Hotels & Resorts Inc.

Real Estate
Q4 2019 Filed on Jan 22, 2020
485
$22.02 - $26.46 $10.7K - $12.8K
FSS
Federal Signal Corp

Industrials
Q4 2019 Filed on Jan 22, 2020
1,000
$30.69 - $34.9 $30.7K - $34.9K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2019 Filed on Jan 22, 2020
410
$30.95 - $33.72 $12.7K - $13.8K
Proshares Tr
Q4 2019 Filed on Jan 22, 2020
2,000
N/A
Senior Hsg Pptys Tr
Q4 2019 Filed on Jan 22, 2020
850
N/A
Global X Fds
Q4 2019 Filed on Jan 22, 2020
739
N/A
ETRN
Equitrans Midstream Corp

Energy
Q4 2019 Filed on Jan 22, 2020
216
$9.24 - $15.08 $2K - $3.26K
BB
Blackberry LTD

Technology
Q4 2019 Filed on Jan 22, 2020
2,000
$4.89 - $6.53 $9.78K - $13.1K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q4 2019 Filed on Jan 22, 2020
552
$32.78 - $34.11 $18.1K - $18.8K
Credit Suisse Nassau Brh
Q4 2019 Filed on Jan 22, 2020
2,000
N/A
JWN
Nordstrom Inc

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
350
$31.84 - $41.15 $11.1K - $14.4K
Hd Supply Hldgs Inc
Q4 2019 Filed on Jan 22, 2020
110
N/A
EDIT
Editas Medicine, Inc.

Healthcare
Q4 2019 Filed on Jan 22, 2020
65
$19.49 - $32.63 $1.27K - $2.12K
WW
Ww International, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
1,000
$31.95 - $44.29 $32K - $44.3K
CIM
Chimera Investment Corp

Real Estate
Q4 2019 Filed on Jan 22, 2020
350
$19.36 - $21.37 $6.78K - $7.48K
LC
Lending Club Corp

Financial Services
Q4 2019 Filed on Jan 22, 2020
1,500
$11.06 - $14.76 $16.6K - $22.1K
Nuveen Global High Income Fd
Q4 2019 Filed on Jan 22, 2020
600
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2019 Filed on Jan 22, 2020
165
$31.2 - $34.65 $5.15K - $5.72K
FNF
Fidelity National Financial, Inc.

Financial Services
Q4 2019 Filed on Jan 22, 2020
500
$43.67 - $48.19 $21.8K - $24.1K
TGNA
Tegna Inc

Communication Services
Q4 2019 Filed on Jan 22, 2020
500
$14.57 - $16.94 $7.29K - $8.47K
ERIC
Ericsson Lm Telephone CO

Technology
Q4 2019 Filed on Jan 22, 2020
500
$7.79 - $9.29 $3.9K - $4.65K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
500
$27.83 - $39.32 $13.9K - $19.7K
FAST
Fastenal CO

Industrials
Q4 2019 Filed on Jan 22, 2020
1,000
$30.61 - $37.66 $30.6K - $37.7K
MTOR
Meritor, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
500
$16.72 - $26.19 $8.36K - $13.1K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 22, 2020
500
$48.96 - $63.22 $24.5K - $31.6K
AL
Air Lease Corp

Industrials
Q4 2019 Filed on Jan 22, 2020
500
$39.1 - $48.42 $19.6K - $24.2K
BRO
Brown & Brown, Inc.

Financial Services
Q4 2019 Filed on Jan 22, 2020
500
$35.12 - $40.25 $17.6K - $20.1K
G
Genpact LTD

Technology
Q4 2019 Filed on Jan 22, 2020
500
$37.38 - $42.57 $18.7K - $21.3K
Anadarko Pete Corp
Q3 2019 Filed on Oct 17, 2019
3,731
N/A
Red Hat Inc
Q3 2019 Filed on Oct 17, 2019
1,200
N/A
LII
Lennox International Inc

Industrials
Q3 2019 Filed on Oct 17, 2019
700
$233.05 - $292.7 $163K - $205K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2019 Filed on Oct 17, 2019
3,032
$9.62 - $10.1 $29.2K - $30.6K
DVA
Davita Inc.

Healthcare
Q3 2019 Filed on Oct 17, 2019
3,260
$52.55 - $63.28 $171K - $206K
Blackstone Group L P
Q3 2019 Filed on Oct 17, 2019
26,165
N/A
Chemical Finl Corp
Q3 2019 Filed on Oct 17, 2019
1,370
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Oct 17, 2019
2,800
N/A
IOO
Ishares Tr Global 100 ETF

ETFs
Q3 2019 Filed on Oct 17, 2019
200
$49.0 - $49.63 $9.8K - $9.93K
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