Perennial Investment Advisors, LLC Closed Holding Positions

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
2,247
$73.78 - $107.52 $166K - $242K
VYNE
Vyne Therapeutics Inc.

Healthcare
Q2 2021 Filed on Jul 29, 2021
35,000
$3.24 - $6.92 $113K - $242K
Ishares Gold Tr
Q2 2021 Filed on Jul 29, 2021
101,316
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Jul 29, 2021
1,560
$156.59 - $224.03 $244K - $349K
FLT
Fleetcor Technologies Inc

Technology
Q2 2021 Filed on Jul 29, 2021
762
$253.55 - $293.44 $193K - $224K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Jul 29, 2021
624
$288.49 - $394.73 $180K - $246K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 29, 2021
11,054
N/A
Nuance Communications Inc
Q2 2021 Filed on Jul 29, 2021
10,467
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
2,132
$86.0 - $101.01 $183K - $215K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
153
$1319.12 - $1550.49 $202K - $237K
Kvh Inds Inc
Q1 2021 Filed on Apr 29, 2021
10,035
N/A
VLDR
Velodyne Lidar, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
34,488
$11.4 - $25.82 $393K - $890K
PINS
Pinterest, Inc.

Communication Services
Q1 2021 Filed on Apr 29, 2021
4,165
$62.49 - $89.15 $260K - $371K
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on Apr 29, 2021
716
$283.69 - $443.29 $203K - $317K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 29, 2021
1,170
$124.18 - $202.82 $145K - $237K
DVAX
Dynavax Technologies Corp

Healthcare
Q1 2021 Filed on Apr 29, 2021
10,000
$4.57 - $11.18 $45.7K - $112K
Wpx Energy Inc
Q4 2020 Filed on Jan 22, 2021
13,459
N/A
BIGC
Big Commerce Holdings, Inc.

Technology
Q4 2020 Filed on Jan 22, 2021
3,275
$64.15 - $105.99 $210K - $347K
INSG
Inseego Corp.

Technology
Q4 2020 Filed on Jan 22, 2021
10,655
$8.38 - $17.75 $89.3K - $189K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
14,981
N/A
Colony Cr Real Estate Inc
Q4 2020 Filed on Jan 22, 2021
13,295
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Oct 26, 2020
10,262
N/A
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2020 Filed on Oct 26, 2020
10,240
$21.8 - $21.91 $223K - $224K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q3 2020 Filed on Oct 26, 2020
11,428
$9.57 - $27.05 $109K - $309K
CRNT
Ceragon Networks LTD

Technology
Q3 2020 Filed on Oct 26, 2020
10,040
$2.06 - $2.8 $20.7K - $28.1K
Colony Cap Inc New
Q3 2020 Filed on Oct 26, 2020
11,208
N/A
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q3 2020 Filed on Oct 26, 2020
3,977
$50.19 - $56.71 $200K - $226K
Invesco Exch Trd Slf Idx Fd
Q3 2020 Filed on Oct 26, 2020
11,098
N/A
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Jul 16, 2020
828
$243.09 - $355.21 $201K - $294K
United States Oil Fund LP
Q2 2020 Filed on Jul 16, 2020
15,837
N/A
Global X Fds
Q2 2020 Filed on Jul 16, 2020
10,168
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 16, 2020
251,608
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2020 Filed on Jul 16, 2020
22,570
$10.58 - $23.76 $239K - $536K
Alps ETF Tr
Q1 2020 Filed on Apr 29, 2020
11,739
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,067
$135.58 - $225.25 $145K - $240K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on Apr 29, 2020
12,457
$22.51 - $42.68 $280K - $532K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 29, 2020
5,081
$29.04 - $46.68 $148K - $237K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q1 2020 Filed on Apr 29, 2020
11,200
$20.08 - $30.89 $225K - $346K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
Q1 2020 Filed on Apr 29, 2020
5,636
$30.68 - $50.28 $173K - $283K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 29, 2020
4,067
$44.17 - $81.02 $180K - $330K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q1 2020 Filed on Apr 29, 2020
3,067
$59.73 - $99.87 $183K - $306K
OEF
Ishares S&P 100 ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,479
$104.41 - $152.28 $154K - $225K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q1 2020 Filed on Apr 29, 2020
58,453
$9.3 - $16.51 $544K - $965K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q1 2020 Filed on Apr 29, 2020
13,773
$19.73 - $38.37 $272K - $528K
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