Prestige Wealth Management Group LLC Closed Holding Positions

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FDN
First Tr Fd Dow Jones

ETFs
Q1 2021 Filed on May 13, 2021
305
$206.49 - $243.18 $63K - $74.2K
RY
Royal Bank Of Canada

Financial Services
Q1 2021 Filed on May 13, 2021
259
$80.87 - $93.73 $20.9K - $24.3K
American Intl Group Inc
Q1 2021 Filed on May 13, 2021
3
N/A
USCR
U.S. Concrete, Inc.

Basic Materials
Q1 2021 Filed on May 13, 2021
60
N/A
Concho Res Inc
Q1 2021 Filed on May 13, 2021
6
N/A
Cosan LTD
Q1 2021 Filed on May 13, 2021
121
N/A
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 13, 2021
173
$9.04 - $11.86 $1.56K - $2.05K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2021 Filed on May 13, 2021
66
$24.0 - $31.37 $1.58K - $2.07K
CRS
Carpenter Technology Corp

Industrials
Q1 2021 Filed on May 13, 2021
104
$28.09 - $47.54 $2.92K - $4.94K
MAXN
Maxeon Solar Technologies, Ltd.

Technology
Q4 2020 Filed on Feb 17, 2021
3
$15.51 - $36.79 $46.5 - $110
GTY
Getty Realty Corp

Real Estate
Q4 2020 Filed on Feb 17, 2021
60
$25.03 - $29.83 $1.5K - $1.79K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
67
$34.64 - $43.89 $2.32K - $2.94K
Hexo Corp
Q4 2020 Filed on Feb 17, 2021
470
N/A
Gci Liberty Inc
Q4 2020 Filed on Feb 17, 2021
48
N/A
Seattle Genetics Inc
Q4 2020 Filed on Feb 17, 2021
65
N/A
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q4 2020 Filed on Feb 17, 2021
550
$50.74 - $50.83 $27.9K - $28K
NBHC
National Bank Holdings Corp

Financial Services
Q4 2020 Filed on Feb 17, 2021
29
$26.36 - $34.3 $764 - $995
POST
Post Holdings, Inc.

Consumer Defensive
Q4 2020 Filed on Feb 17, 2021
8
$56.22 - $67.17 $450 - $537
AWI
Armstrong World Industries Inc

Industrials
Q4 2020 Filed on Feb 17, 2021
15
$59.2 - $80.82 $888 - $1.21K
STON
Stonemor Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
100
$0.82 - $2.63 $82 - $263
UMH
Umh Properties, Inc.

Real Estate
Q4 2020 Filed on Feb 17, 2021
61
$13.21 - $16.54 $806 - $1.01K
Mallinckrodt Pub LTD CO
Q4 2020 Filed on Feb 17, 2021
12
N/A
CDMO
Avid Bioservices, Inc.

Healthcare
Q4 2020 Filed on Feb 17, 2021
58
$7.25 - $11.76 $421 - $682
CBU
Community Bank System, Inc.

Financial Services
Q4 2020 Filed on Feb 17, 2021
16
$54.35 - $67.11 $870 - $1.07K
ENSG
Ensign Group, Inc

Healthcare
Q4 2020 Filed on Feb 17, 2021
32
$56.39 - $76.17 $1.8K - $2.44K
FR
First Industrial Realty Trust Inc

Real Estate
Q4 2020 Filed on Feb 17, 2021
54
$39.75 - $44.3 $2.15K - $2.39K
SHV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 17, 2021
1,003
$110.51 - $110.7 $111K - $111K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q4 2020 Filed on Feb 17, 2021
17
$74.05 - $86.22 $1.26K - $1.47K
Iac Interactivecorp New
Q4 2020 Filed on Feb 17, 2021
6
N/A
FNV
Franco Nevada Corp

Basic Materials
Q4 2020 Filed on Feb 17, 2021
46
$124.52 - $150.7 $5.73K - $6.93K
XOMA
Xoma Corp

Healthcare
Q4 2020 Filed on Feb 17, 2021
104
$19.26 - $45.61 $2K - $4.74K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q4 2020 Filed on Feb 17, 2021
31
$21.89 - $34.07 $679 - $1.06K
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q4 2020 Filed on Feb 17, 2021
27
$27.73 - $30.61 $749 - $826
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q4 2020 Filed on Feb 17, 2021
16,719
$27.24 - $27.93 $455K - $467K
CHT
Chunghwa Telecom CO LTD

Communication Services
Q4 2020 Filed on Feb 17, 2021
42
$36.4 - $38.87 $1.53K - $1.63K
RCI
Rogers Communications Inc

Communication Services
Q4 2020 Filed on Feb 17, 2021
23
$39.48 - $47.79 $908 - $1.1K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
700
$46.51 - $59.89 $32.6K - $41.9K
EQC
Equity Commonwealth

Real Estate
Q4 2020 Filed on Feb 17, 2021
104
$26.08 - $27.54 $2.71K - $2.86K
TRI
Thomson Reuters Corp

Industrials
Q4 2020 Filed on Feb 17, 2021
32
$77.85 - $86.93 $2.49K - $2.78K
Unilever N V
Q4 2020 Filed on Feb 17, 2021
1,118
N/A
Wyndham Destinations Inc
Q4 2020 Filed on Feb 17, 2021
700
N/A
FE
Firstenergy Corp

Utilities
Q4 2020 Filed on Feb 17, 2021
16
$26.56 - $33.39 $425 - $534
Td Ameritrade Hldg Corp
Q4 2020 Filed on Feb 17, 2021
42
N/A
MGA
Magna International Inc

Consumer Cyclical
Q4 2020 Filed on Feb 17, 2021
69
$46.61 - $73.5 $3.22K - $5.07K
Immunomedics Inc
Q3 2020 Filed on Oct 26, 2020
61
N/A
CAPD
Barclays Bank PLC

ETFs
Q3 2020 Filed on Oct 26, 2020
45
$14.28 - $16.4 $643 - $738
T Mobile Us Inc
Q3 2020 Filed on Oct 26, 2020
2,726
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q3 2020 Filed on Oct 26, 2020
89
$52.42 - $62.43 $4.67K - $5.56K
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Oct 26, 2020
27
$106.77 - $118.22 $2.88K - $3.19K
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