Regal Investment Advisors LLC Closed Holding Positions

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DIOD
Diodes Inc

Technology
Q4 2021 Filed on Feb 10, 2022
3,113
$85.49 - $112.42 $266K - $350K
COUP
Coupa Software Inc

Technology
Q4 2021 Filed on Feb 10, 2022
1,087
$151.8 - $256.5 $165K - $279K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
Q4 2021 Filed on Feb 10, 2022
15,589
$25.34 - $26.86 $395K - $419K
AVDR
Avedro Inc

Healthcare
Q3 2021 Filed on Nov 05, 2021
8,031
$29.11 - $30.99 $234K - $249K
BRFS
Brf S.A.

Consumer Defensive
Q3 2021 Filed on Nov 05, 2021
46,780
$4.22 - $5.3 $197K - $248K
Medallia Inc
Q3 2021 Filed on Nov 05, 2021
7,323
N/A
MAR
Marriott International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
8,373
$130.0 - $154.32 $1.09M - $1.29M
SNOW
Snowflake Inc.

Technology
Q3 2021 Filed on Nov 05, 2021
945
$236.75 - $324.08 $224K - $306K
TDOC
Teladoc Health, Inc.

Healthcare
Q3 2021 Filed on Nov 05, 2021
1,565
$125.92 - $164.64 $197K - $258K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2021 Filed on Nov 05, 2021
8,649
$42.3 - $44.68 $366K - $386K
Pimco Dynamic Cr Income Fd
Q3 2021 Filed on Nov 05, 2021
10,541
N/A
APPN
Appian Corp

Technology
Q3 2021 Filed on Nov 05, 2021
1,869
$91.98 - $138.15 $172K - $258K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Nov 05, 2021
4,890
$22.56 - $52.69 $110K - $258K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q3 2021 Filed on Nov 05, 2021
3,225
$51.73 - $66.66 $167K - $215K
General Electric CO
Q3 2021 Filed on Nov 05, 2021
32,355
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 05, 2021
2,743
$62.19 - $83.24 $171K - $228K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2021 Filed on Nov 05, 2021
5,593
$145.25 - $178.97 $812K - $1M
Donnelley R R & Sons CO
Q3 2021 Filed on Nov 05, 2021
10,259
N/A
KRNT
Kornit Digital Ltd.

Industrials
Q3 2021 Filed on Nov 05, 2021
1,934
$116.95 - $160.91 $226K - $311K
NGVT
Ingevity Corp

Basic Materials
Q3 2021 Filed on Nov 05, 2021
2,496
$69.6 - $87.31 $174K - $218K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2021 Filed on Nov 05, 2021
3,195
$65.5 - $70.6 $209K - $226K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2021 Filed on Nov 05, 2021
22,826
$50.02 - $55.63 $1.14M - $1.27M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q3 2021 Filed on Nov 05, 2021
1,801
$128.64 - $184.79 $232K - $333K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q3 2021 Filed on Nov 05, 2021
12,409
$9.99 - $10.81 $124K - $134K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q3 2021 Filed on Nov 05, 2021
5,258
$50.69 - $74.06 $267K - $389K
BZUN
Baozun Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
8,103
$34.2 - $54.98 $277K - $446K
AZN
Astrazeneca PLC

Healthcare
Q1 2021 Filed on May 12, 2021
300
$47.16 - $54.44 $14.1K - $16.3K
BDCZ
Ubs Ag

ETFs
Q1 2021 Filed on May 12, 2021
33,103
$16.04 - $18.88 $531K - $625K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q1 2021 Filed on May 12, 2021
37,228
$10.93 - $11.76 $407K - $438K
FCX
Freeport Mcmoran Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
500
$25.79 - $38.08 $12.9K - $19K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2021 Filed on May 12, 2021
4,005
$53.78 - $60.31 $215K - $242K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on May 12, 2021
3,964
$88.61 - $92.83 $351K - $368K
RY
Royal Bank Of Canada

Financial Services
Q1 2021 Filed on May 12, 2021
6,847
$80.87 - $93.73 $554K - $642K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 12, 2021
11,574
$45.46 - $50.51 $526K - $585K
Federal Rlty Invt Tr
Q1 2021 Filed on May 12, 2021
4,870
N/A
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on May 12, 2021
2,320
$130.0 - $169.53 $302K - $393K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
738
$285.14 - $367.29 $210K - $271K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q1 2021 Filed on May 12, 2021
10,567
$16.18 - $19.26 $171K - $204K
WFC
Wells Fargo & Company

Financial Services
Q1 2021 Filed on May 12, 2021
8,037
$29.7 - $40.81 $239K - $328K
Seagate Technology PLC
Q1 2021 Filed on May 12, 2021
16,699
N/A
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q1 2021 Filed on May 12, 2021
2,275
$126.98 - $155.61 $289K - $354K
PGAL
Global X Msci Portugal ETF

ETFs
Q1 2021 Filed on May 12, 2021
13,956
N/A
GVI
Ishares Tr

ETFs
Q1 2021 Filed on May 12, 2021
1,705
$114.79 - $117.59 $196K - $200K
Ishares Gold Trust
Q1 2021 Filed on May 12, 2021
44,150
N/A
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
7,611
$56.86 - $64.95 $433K - $494K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
Q1 2021 Filed on May 12, 2021
29,532
$26.12 - $28.0 $771K - $827K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
2,070
$112.1 - $148.98 $232K - $308K
DM
Desktop Metal, Inc.

Technology
Q1 2021 Filed on May 12, 2021
10,000
$14.45 - $33.5 $145K - $335K
NVCR
Novo Cure LTD

Healthcare
Q1 2021 Filed on May 12, 2021
1,160
$124.11 - $190.17 $144K - $221K
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