Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Coresite Rlty Corp
Q4 2021 Filed on Feb 11, 2022
100
N/A
CPRT
Copart Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
250
$136.57 - $159.1 $34.1K - $39.8K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
913
$10.03 - $10.7 $9.16K - $9.77K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,558
$20.91 - $22.81 $32.6K - $35.5K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
97
$117.86 - $161.31 $11.4K - $15.6K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
591
$64.88 - $73.64 $38.3K - $43.5K
GM
General Motors CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
491
$53.13 - $64.61 $26.1K - $31.7K
IT
Gartner Inc

Technology
Q4 2021 Filed on Feb 11, 2022
63
$301.06 - $339.69 $19K - $21.4K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
54
$25.5 - $27.57 $1.38K - $1.49K
F
Ford Motor CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
7,612
$14.12 - $21.45 $107K - $163K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 11, 2022
400
$39.46 - $43.04 $15.8K - $17.2K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
409
$24.18 - $25.48 $9.89K - $10.4K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
400
$19.68 - $21.95 $7.87K - $8.78K
META
Meta Platforms, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
415
$306.84 - $347.56 $127K - $144K
EVGN
Evogene Ltd.

Healthcare
Q4 2021 Filed on Feb 11, 2022
6,000
$1.63 - $2.83 $9.78K - $17K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Feb 11, 2022
6,215
$20.73 - $24.69 $129K - $153K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Feb 11, 2022
915
$86.79 - $100.15 $79.4K - $91.6K
ESLT
Elbit Systems LTD

Industrials
Q4 2021 Filed on Feb 11, 2022
154
$142.75 - $177.32 $22K - $27.3K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Feb 11, 2022
987
$71.6 - $85.32 $70.7K - $84.2K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
1,220
$74.42 - $85.34 $90.8K - $104K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Feb 11, 2022
2,995
$78.72 - $108.43 $236K - $325K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q4 2021 Filed on Feb 11, 2022
877
$27.31 - $31.95 $24K - $28K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 11, 2022
807
$58.39 - $78.64 $47.1K - $63.5K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 11, 2022
400
$39.23 - $54.4 $15.7K - $21.8K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 11, 2022
300
$73.83 - $89.84 $22.1K - $27K
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
200
$34.2 - $47.56 $6.84K - $9.51K
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 11, 2022
604
$257.53 - $292.5 $156K - $177K
MO
Altria Group, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
372
$42.64 - $48.7 $15.9K - $18.1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
30
$111.96 - $177.7 $3.36K - $5.33K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
56
$77.91 - $88.5 $4.36K - $4.96K
ACN
Accenture PLC

Technology
Q4 2021 Filed on Feb 11, 2022
76
$319.49 - $415.42 $24.3K - $31.6K
SIVR
Abrdn Silver ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
145
$21.15 - $24.4 $3.07K - $3.54K
PPLT
Abrdn Platinum ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
15
$85.71 - $101.54 $1.29K - $1.52K
PALL
Abrdn Palladium ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
7
$148.6 - $204.67 $1.04K - $1.43K
SGOL
Abrdn Gold ETF Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
132
$16.83 - $17.91 $2.22K - $2.36K
MMM
3 M CO

Industrials
Q4 2021 Filed on Feb 11, 2022
583
$170.04 - $183.66 $99.1K - $107K
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
700
$33.01 - $39.64 $23.1K - $27.7K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
800
$43.14 - $52.02 $34.5K - $41.6K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
389
$58.28 - $72.53 $22.7K - $28.2K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
400
$51.76 - $79.62 $20.7K - $31.8K
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
364
$188.94 - $214.25 $68.8K - $78K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
200
$50.3 - $57.15 $10.1K - $11.4K
CCL
Carnival Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,600
$16.38 - $26.09 $26.2K - $41.7K
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,475
$53.63 - $62.52 $79.1K - $92.2K
BP
Bp PLC

Energy
Q4 2021 Filed on Feb 11, 2022
1,200
$25.65 - $30.13 $30.8K - $36.2K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
400
$15.83 - $16.63 $6.33K - $6.65K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q4 2021 Filed on Feb 11, 2022
485
$25.23 - $26.08 $12.2K - $12.6K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,070
$43.08 - $48.37 $46.1K - $51.8K
BIIB
Biogen Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
263
$223.92 - $287.77 $58.9K - $75.7K
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