Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UCTT
Ultra Clean Holdings, Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
130
$37.9 - $60.34 $4.93K - $7.84K
SCU
Sculptor Capital Management, Inc.

Financial Services
Q1 2022 Filed on Apr 08, 2022
2,000
$11.62 - $21.97 $23.2K - $43.9K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
500
$45.5 - $70.45 $22.8K - $35.2K
NAUT
Nautilus Biotechnology, Inc.

Healthcare
Q1 2022 Filed on Apr 08, 2022
50
$3.5 - $5.3 $175 - $265
PATK
Patrick Industries Inc

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
1,750
$60.3 - $81.54 $106K - $143K
XPEV
Xpeng Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
40
$19.75 - $50.27 $790 - $2.01K
HWM
Howmet Aerospace Inc.

Industrials
Q1 2022 Filed on Apr 08, 2022
120
$30.64 - $37.32 $3.68K - $4.48K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 08, 2022
7
$35.83 - $102.72 $251 - $719
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on Apr 08, 2022
100
$65.33 - $133.55 $6.53K - $13.4K
ARNC
Arconic Corp

Industrials
Q1 2022 Filed on Apr 08, 2022
30
$23.08 - $34.93 $692 - $1.05K
WEAV
Weave Communications, Inc.

Technology
Q1 2022 Filed on Apr 08, 2022
100
$5.22 - $14.59 $522 - $1.46K
SAVA
Cassava Sciences Inc

Healthcare
Q1 2022 Filed on Apr 08, 2022
30
$32.6 - $53.05 $978 - $1.59K
VIR
Vir Biotechnology, Inc.

Healthcare
Q1 2022 Filed on Apr 08, 2022
40
$21.19 - $40.01 $848 - $1.6K
HTZ
Hertz Global Holdings, Inc

Industrials
Q1 2022 Filed on Apr 08, 2022
70
$17.19 - $24.75 $1.2K - $1.73K
BLNK
Blink Charging Co.

Industrials
Q1 2022 Filed on Apr 08, 2022
50
$18.6 - $27.34 $930 - $1.37K
IDEX
Ideanomics, Inc.

Industrials
Q1 2022 Filed on Apr 08, 2022
1,000
$0.82 - $1.38 $820 - $1.38K
XEL
Xcel Energy Inc

Utilities
Q4 2021 Filed on Mar 17, 2022
700
$62.44 - $68.95 $43.7K - $48.3K
EQC
Equity Commonwealth

Real Estate
Q4 2021 Filed on Mar 17, 2022
300
$25.13 - $27.04 $7.54K - $8.11K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q4 2021 Filed on Mar 17, 2022
395
$14.28 - $15.13 $5.64K - $5.98K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Mar 17, 2022
1,770
$14.87 - $15.6 $26.3K - $27.6K
CSGP
Costar Group, Inc.

Real Estate
Q4 2021 Filed on Mar 17, 2022
83
$75.23 - $99.74 $6.24K - $8.28K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2021 Filed on Mar 17, 2022
1,000
$5.64 - $6.75 $5.64K - $6.75K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2021 Filed on Mar 17, 2022
300
$38.35 - $47.99 $11.5K - $14.4K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Mar 17, 2022
548
$108.95 - $110.71 $59.7K - $60.7K
Ishares Tr
Q4 2021 Filed on Mar 17, 2022
493
N/A
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Mar 17, 2022
250
$44.42 - $77.34 $11.1K - $19.3K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Mar 17, 2022
33,330
N/A
EVRG
Evergy, Inc.

Utilities
Q4 2021 Filed on Mar 17, 2022
247
$61.8 - $68.61 $15.3K - $16.9K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Mar 17, 2022
275
N/A
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2021 Filed on Mar 17, 2022
1,000
$12.49 - $15.43 $12.5K - $15.4K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q4 2021 Filed on Mar 17, 2022
550
$63.91 - $68.15 $35.2K - $37.5K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
100
$47.41 - $61.01 $4.74K - $6.1K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2021 Filed on Mar 17, 2022
300
$13.04 - $24.06 $3.91K - $7.22K
AYX
Alteryx, Inc.

Technology
Q4 2021 Filed on Mar 17, 2022
50
$60.38 - $80.51 $3.02K - $4.03K
ATHE
Alterity Therapeutics LTD

Healthcare
Q4 2021 Filed on Mar 17, 2022
927
$0.01 - $0.02 $9.27 - $18.5
CHGG
Chegg, Inc

Consumer Defensive
Q4 2021 Filed on Mar 17, 2022
400
$24.99 - $69.96 $10K - $28K
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q4 2021 Filed on Mar 17, 2022
75
$43.72 - $52.45 $3.28K - $3.93K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Mar 17, 2022
150
$138.73 - $200.92 $20.8K - $30.1K
SENS
Senseonics Holdings, Inc.

Healthcare
Q4 2021 Filed on Mar 17, 2022
250
$2.58 - $3.91 $645 - $978
COWN
Cowen Inc.

Financial Services
Q4 2021 Filed on Mar 17, 2022
110
$33.86 - $39.68 $3.72K - $4.36K
CRIS
Curis Inc

Healthcare
Q4 2021 Filed on Mar 17, 2022
2,000
$4.45 - $8.09 $8.9K - $16.2K
GPS
Gap Inc

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
800
$15.98 - $25.5 $12.8K - $20.4K
IBRX
Immunity Bio, Inc.

Healthcare
Q4 2021 Filed on Mar 17, 2022
300
$5.67 - $10.18 $1.7K - $3.05K
CLDX
Celldex Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Mar 17, 2022
250
$35.68 - $56.27 $8.92K - $14.1K
Oaktree Acquisition Corp Ii
Q4 2021 Filed on Mar 17, 2022
500
N/A
BWMX
Betterware De Mexico, S.A.P.I. De C.V

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
500
$19.06 - $35.84 $9.53K - $17.9K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
64
$94.49 - $123.26 $6.05K - $7.89K
THR
Thermon Group Holdings, Inc.

Industrials
Q4 2021 Filed on Mar 17, 2022
2,000
$16.15 - $19.82 $32.3K - $39.6K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q4 2021 Filed on Mar 17, 2022
236
$46.78 - $58.9 $11K - $13.9K
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