Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q3 2021 Filed on Nov 15, 2021
65
$26.65 - $27.85 $1.73K - $1.81K
STLD
Steel Dynamics Inc

Basic Materials
Q3 2021 Filed on Nov 15, 2021
250
$57.75 - $73.12 $14.4K - $18.3K
SRE
Sempra Energy

Utilities
Q3 2021 Filed on Nov 15, 2021
15
$123.62 - $136.76 $1.85K - $2.05K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
1,719
N/A
IWM
Ishares Russell 2000 ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
29
$211.73 - $231.39 $6.14K - $6.71K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q3 2021 Filed on Nov 15, 2021
68
$85.6 - $91.34 $5.82K - $6.21K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2021 Filed on Nov 15, 2021
100
$54.6 - $54.92 $5.46K - $5.49K
Aspirational Consumer Lifest
Q3 2021 Filed on Nov 15, 2021
500
N/A
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2021 Filed on Nov 15, 2021
162
$86.09 - $86.31 $13.9K - $14K
IEMG
Ishares Inc

ETFs
Q3 2021 Filed on Nov 15, 2021
113
$60.55 - $66.68 $6.84K - $7.53K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q3 2021 Filed on Nov 15, 2021
34
$94.41 - $96.13 $3.21K - $3.27K
XLF
Financial Sector Spdr

ETFs
Q3 2021 Filed on Nov 15, 2021
70
$35.11 - $39.0 $2.46K - $2.73K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q3 2021 Filed on Nov 15, 2021
250
$5.98 - $6.71 $1.5K - $1.68K
CVS
Cvs Health Corp

Healthcare
Q3 2021 Filed on Nov 15, 2021
45
$80.05 - $87.47 $3.6K - $3.94K
VGT
Vanguard Information Technolog

ETFs
Q3 2021 Filed on Nov 15, 2021
11
$397.41 - $429.35 $4.37K - $4.72K
ASML
Asml Holding Nv

Technology
Q3 2021 Filed on Nov 15, 2021
4
$673.69 - $889.33 $2.69K - $3.56K
CTAS
Cintas Corp

Industrials
Q2 2021 Filed on Jul 23, 2021
80
$341.7 - $382.52 $27.3K - $30.6K
Slack Technologies Inc
Q2 2021 Filed on Jul 23, 2021
370
N/A
TREE
Lending Tree, Inc.

Financial Services
Q2 2021 Filed on Jul 23, 2021
1,612
$167.25 - $246.31 $270K - $397K
Ishares Gold Tr
Q2 2021 Filed on Jul 23, 2021
18,237
N/A
SPLK
Splunk Inc

Technology
Q2 2021 Filed on Jul 23, 2021
43
$111.98 - $148.38 $4.82K - $6.38K
NSTG
Nano String Technologies Inc

Healthcare
Q2 2021 Filed on Jul 23, 2021
2,683
$48.42 - $80.6 $130K - $216K
Gw Pharmaceuticals PLC
Q2 2021 Filed on Jul 23, 2021
270
N/A
VCYT
Veracyte, Inc.

Healthcare
Q2 2021 Filed on Jul 23, 2021
6,640
$32.94 - $56.62 $219K - $376K
PD
Pager Duty, Inc.

Technology
Q2 2021 Filed on Jul 23, 2021
9,693
$33.7 - $45.61 $327K - $442K
SSYS
Stratasys Ltd.

Technology
Q2 2021 Filed on Jul 23, 2021
8,506
$18.65 - $27.69 $159K - $236K
MCRB
Seres Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 23, 2021
9,387
$18.46 - $24.36 $173K - $229K
PSTG
Pure Storage, Inc.

Technology
Q2 2021 Filed on Jul 23, 2021
27,957
$17.03 - $22.1 $476K - $618K
PRLB
Proto Labs Inc

Industrials
Q2 2021 Filed on Jul 23, 2021
3,948
$84.87 - $120.13 $335K - $474K
TWST
Twist Bioscience Corp

Healthcare
Q2 2021 Filed on Jul 23, 2021
4,170
$88.13 - $142.06 $368K - $592K
FGEN
Fibrogen Inc

Healthcare
Q2 2021 Filed on Jul 23, 2021
200
$18.57 - $35.68 $3.71K - $7.14K
BIDU
Baidu, Inc.

Communication Services
Q2 2021 Filed on Jul 23, 2021
3,873
$179.3 - $226.77 $694K - $878K
TWOU
2 U, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 23, 2021
10,080
$33.92 - $42.69 $342K - $430K
MTLS
Materialise Nv

Technology
Q2 2021 Filed on Jul 23, 2021
7,825
$22.51 - $36.03 $176K - $282K
PINS
Pinterest, Inc.

Communication Services
Q2 2021 Filed on Jul 23, 2021
62
$55.45 - $85.98 $3.44K - $5.33K
CGEN
Compugen LTD

Healthcare
Q2 2021 Filed on Jul 23, 2021
12,353
$6.87 - $9.16 $84.9K - $113K
EDIT
Editas Medicine, Inc.

Healthcare
Q2 2021 Filed on Jul 23, 2021
8,783
$31.29 - $56.64 $275K - $497K
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on Apr 12, 2021
306
$16.72 - $23.53 $5.12K - $7.2K
DVOL
First Tr ETF Vi Dorsey Wright
Q1 2021 Filed on Apr 12, 2021
530
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q1 2021 Filed on Apr 12, 2021
400
$42.96 - $48.02 $17.2K - $19.2K
Bristol Myers Squibb CO
Q1 2021 Filed on Apr 12, 2021
310
N/A
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2021 Filed on Apr 12, 2021
100
$65.18 - $69.88 $6.52K - $6.99K
GD
General Dynamics Corp

Industrials
Q1 2021 Filed on Apr 12, 2021
200
$145.94 - $183.3 $29.2K - $36.7K
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