Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $164 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Aug 01, 2022
2,170
$93.29 - $138.58 $202K - $301K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
7,809
$30.3 - $108.64 $237K - $848K
RY
Royal Bank Of Canada

Financial Services
Q2 2022 Filed on Aug 01, 2022
2,222
$94.97 - $111.22 $211K - $247K
BEAM
Beam Therapeutics Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
7,970
$29.86 - $62.36 $238K - $497K
LRCX
Lam Research Corp

Technology
Q1 2022 Filed on May 02, 2022
1,017
$469.0 - $729.82 $477K - $742K
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
904
$210.56 - $273.58 $190K - $247K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on May 02, 2022
3,495
$56.23 - $67.41 $197K - $236K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on May 02, 2022
537
$418.06 - $479.84 $224K - $258K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
1,776
$173.16 - $289.0 $308K - $513K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2022 Filed on May 02, 2022
974
$466.52 - $631.01 $454K - $615K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 02, 2022
26,920
$10.43 - $18.53 $281K - $499K
ABR
Arbor Realty Trust Inc

Real Estate
Q1 2022 Filed on May 02, 2022
113,943
$16.73 - $18.76 $1.91M - $2.14M
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on May 02, 2022
10,969
$24.5 - $46.59 $269K - $511K
AMAT
Applied Materials Inc

Technology
Q1 2022 Filed on May 02, 2022
4,941
$119.22 - $167.0 $589K - $825K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
1,494
$117.57 - $166.39 $176K - $249K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 02, 2022
1,060
$378.09 - $648.05 $401K - $687K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
306
$106.07 - $116.97 $32.5K - $35.8K
STAG
Stag Industrial, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
2,000
$39.83 - $47.96 $79.7K - $95.9K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
625
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
153
$428.64 - $477.48 $65.6K - $73.1K
PSA
Public Storage

Real Estate
Q4 2021 Filed on Feb 11, 2022
40
$295.26 - $374.56 $11.8K - $15K
RWX
Spdr Dow Jones International R

ETFs
Q4 2021 Filed on Feb 11, 2022
886
N/A
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
370
$163.92 - $174.5 $60.7K - $64.6K
SLF
Sun Life Financial Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
438
$51.46 - $57.63 $22.5K - $25.2K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q4 2021 Filed on Feb 11, 2022
1,064
$109.02 - $124.75 $116K - $133K
DHS
Wisdomtree Tr U.S

ETFs
Q4 2021 Filed on Feb 11, 2022
1,788
N/A
WMB
Williams Companies, Inc.

Energy
Q4 2021 Filed on Feb 11, 2022
3,100
$25.35 - $29.55 $78.6K - $91.6K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2021 Filed on Feb 11, 2022
272
$86.93 - $98.36 $23.6K - $26.8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
4
$86.81 - $97.12 $347 - $388
VNT
Vontier Corp

Technology
Q4 2021 Filed on Feb 11, 2022
103
$28.97 - $34.44 $2.98K - $3.55K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
471
$12.09 - $14.68 $5.69K - $6.91K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
100
$198.81 - $230.03 $19.9K - $23K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2021 Filed on Feb 11, 2022
30
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q4 2021 Filed on Feb 11, 2022
3,320
$47.81 - $52.33 $159K - $174K
VTV
Vanguard Value ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
1,011
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
510
N/A
MTN
Vail Resorts Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
200
$311.53 - $372.51 $62.3K - $74.5K
UNH
Unitedhealth Group Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
136
$387.01 - $505.58 $52.6K - $68.8K
UGI
Ugi Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
34
$41.25 - $45.91 $1.4K - $1.56K
WY
Weyerhaeuser CO

Real Estate
Q4 2021 Filed on Feb 11, 2022
1,000
$35.71 - $41.18 $35.7K - $41.2K
TJX
Tjx Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
756
$62.97 - $75.92 $47.6K - $57.4K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q4 2021 Filed on Feb 11, 2022
1,100
N/A
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Feb 11, 2022
300
$39.36 - $55.06 $11.8K - $16.5K
SO
Southern CO

Utilities
Q4 2021 Filed on Feb 11, 2022
250
$61.1 - $68.58 $15.3K - $17.1K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
100
$34.56 - $96.6 $3.46K - $9.66K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
100
$79.72 - $87.07 $7.97K - $8.71K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
35
$598.28 - $708.14 $20.9K - $24.8K
OMC
Omnicom Group Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
400
$66.57 - $76.57 $26.6K - $30.6K
NVT
N Vent Electric PLC

Industrials
Q4 2021 Filed on Feb 11, 2022
800
$31.3 - $38.31 $25K - $30.6K
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