Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,058
$14.87 - $15.6 $15.7K - $16.5K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,957
$16.75 - $17.93 $32.8K - $35.1K
NVS
Novartis Ag

Healthcare
Q4 2021 Filed on Feb 11, 2022
284
$79.7 - $88.13 $22.6K - $25K
NTRS
Northern Trust Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,434
$108.05 - $125.51 $155K - $180K
NSC
Norfolk Southern Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
600
$243.54 - $297.71 $146K - $179K
NFLX
Netflix Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
50
$586.73 - $691.69 $29.3K - $34.6K
PKI
Perkinelmer Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
806
$166.66 - $201.06 $134K - $162K
PM
Philip Morris International Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
482
$85.94 - $98.85 $41.4K - $47.6K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
Q4 2021 Filed on Feb 11, 2022
2
$141.28 - $162.83 $283 - $326
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
186
$285.04 - $352.16 $53K - $65.5K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
878
$55.23 - $71.69 $48.5K - $62.9K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Feb 11, 2022
710
$53.01 - $59.14 $37.6K - $42K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2021 Filed on Feb 11, 2022
170
$179.37 - $211.42 $30.5K - $35.9K
SNY
Sanofi

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,222
$47.07 - $52.35 $57.5K - $64K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
950
$63.81 - $71.97 $60.6K - $68.4K
DGX
Quest Diagnostics Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
20
$140.36 - $173.01 $2.81K - $3.46K
PLD
Prologis, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
108
$126.43 - $168.36 $13.7K - $18.2K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
500
$27.83 - $30.06 $13.9K - $15K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1,243
$144.01 - $172.44 $179K - $214K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
572
$192.55 - $216.56 $110K - $124K
PXD
Pioneer Natural Resources CO

Energy
Q4 2021 Filed on Feb 11, 2022
200
$172.65 - $193.08 $34.5K - $38.6K
MPWR
Monolithic Power Systems Inc

Technology
Q4 2021 Filed on Feb 11, 2022
150
$460.83 - $575.97 $69.1K - $86.4K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q4 2021 Filed on Feb 11, 2022
124
$34.24 - $40.88 $4.25K - $5.07K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
12
$269.22 - $305.79 $3.23K - $3.67K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
23
$168.72 - $185.72 $3.88K - $4.27K
VB
Vanguard Small Cap ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
103
$215.13 - $239.37 $22.2K - $24.7K
OGN
Organon & Co.

Healthcare
Q4 2021 Filed on Feb 11, 2022
46
$28.67 - $37.13 $1.32K - $1.71K
OKTA
Okta, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
41
$198.08 - $268.28 $8.12K - $11K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
5
$1052.95 - $1709.98 $5.26K - $8.55K
IWV
Ishares Russell 3000 ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
19
$254.66 - $279.11 $4.84K - $5.3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q4 2021 Filed on Feb 11, 2022
183
$70.21 - $77.4 $12.8K - $14.2K
EFV
Msci Eafe Value ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
457
$48.8 - $52.57 $22.3K - $24K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
98
$105.06 - $113.44 $10.3K - $11.1K
FBIO
Fortress Biotech, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
800
$2.42 - $3.65 $1.94K - $2.92K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 11, 2022
10
$111.22 - $196.03 $1.11K - $1.96K
FDX
Fedex Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
20
$217.87 - $258.64 $4.36K - $5.17K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q4 2021 Filed on Feb 11, 2022
99
$127.84 - $140.12 $12.7K - $13.9K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,300
$16.07 - $17.1 $20.9K - $22.2K
ECOM
Channeladvisor Corp

Technology
Q4 2021 Filed on Feb 11, 2022
142
$23.01 - $27.56 $3.27K - $3.91K
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Feb 11, 2022
500
$4.15 - $8.1 $2.08K - $4.05K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,000
$12.79 - $13.6 $38.4K - $40.8K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
4,100
$11.86 - $12.45 $48.6K - $51K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,800
$16.49 - $17.25 $29.7K - $31.1K
MFM
Mfs Municipal Income Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
2,550
$6.78 - $7.24 $17.3K - $18.5K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
34
$57.11 - $66.6 $1.94K - $2.26K
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,560
$22.59 - $55.52 $35.2K - $86.6K
KARS
Kraneshares Tr Elec Veh & Futu

ETFs
Q4 2021 Filed on Feb 11, 2022
1,524
$45.28 - $55.09 $69K - $84K
DRIV
Global X Fds Global X Autonomo

ETFs
Q4 2021 Filed on Feb 11, 2022
2,575
$26.95 - $32.11 $69.4K - $82.7K
GE
General Electric CO

Industrials
Q4 2021 Filed on Feb 11, 2022
139
$89.98 - $111.29 $12.5K - $15.5K
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