Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STX
Seagate Technology Holdings PLC

Technology
Q2 2022 Filed on Jul 13, 2022
5
$70.75 - $90.97 $354 - $455
Invesco Mortgage Capital Inc Com
Q2 2022 Filed on Jul 13, 2022
1,000
N/A
ROKU
Roku, Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
369
$73.25 - $134.59 $27K - $49.7K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q2 2022 Filed on Jul 13, 2022
45
$149.05 - $184.15 $6.71K - $8.29K
EXPR
Express, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
440
$1.96 - $4.02 $862 - $1.77K
TBLA
Taboola.Com Ltd.

Communication Services
Q2 2022 Filed on Jul 13, 2022
982
$2.51 - $5.32 $2.46K - $5.22K
MTD
Mettler Toledo International Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
1
$1097.57 - $1381.84 $1.1K - $1.38K
EQIX
Equinix Inc

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$616.28 - $768.78 $616 - $769
XWEL
Xwell Inc Common Stock
Q2 2022 Filed on Jul 13, 2022
1,500
N/A
HUBB
Hubbell Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
33
$171.33 - $203.71 $5.65K - $6.72K
FRT
Federal Realty Investment Trust

Real Estate
Q2 2022 Filed on Jul 13, 2022
5
$93.85 - $126.48 $469 - $632
DVA
Davita Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
11
$76.05 - $123.38 $837 - $1.36K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
26
$11.84 - $14.44 $308 - $375
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
11
$101.7 - $144.56 $1.12K - $1.59K
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Jul 13, 2022
1
$47.71 - $61.53 $47.7 - $61.5
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2022 Filed on Jul 13, 2022
15,083
$14.87 - $30.55 $224K - $461K
COO
Cooper Companies, Inc.

Healthcare
Q2 2022 Filed on Jul 13, 2022
4
$301.4 - $428.42 $1.21K - $1.71K
UDR
Udr, Inc.

Real Estate
Q2 2022 Filed on Jul 13, 2022
10
$42.32 - $59.57 $423 - $596
TER
Teradyne, Inc

Technology
Q2 2022 Filed on Jul 13, 2022
10
$86.95 - $118.94 $870 - $1.19K
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
3
$235.84 - $354.0 $708 - $1.06K
PHM
Pultegroup Inc

Consumer Cyclical
Q2 2022 Filed on Jul 13, 2022
4
$36.25 - $45.86 $145 - $183
Discovery Inc Com Ser A
Q2 2022 Filed on Jul 13, 2022
6
N/A
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 13, 2022
51
$61.16 - $73.56 $3.12K - $3.75K
SNA
Snap On Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$191.82 - $227.95 $384 - $456
ALGN
Align Technology Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
115
$229.82 - $446.41 $26.4K - $51.3K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q2 2022 Filed on Jul 13, 2022
13
$104.84 - $119.55 $1.36K - $1.55K
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 13, 2022
2
$303.39 - $444.26 $607 - $889
Veoneer Inc Com
Q2 2022 Filed on Jul 13, 2022
90
N/A
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Jul 13, 2022
9
$72.8 - $90.06 $655 - $811
TFX
Teleflex Inc

Healthcare
Q2 2022 Filed on Jul 13, 2022
2
$244.93 - $354.82 $490 - $710
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q2 2022 Filed on Jul 13, 2022
1,100
$5.37 - $10.54 $5.91K - $11.6K
Draftkings Inc Com Cl A
Q2 2022 Filed on Jul 13, 2022
1,185
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q2 2022 Filed on Jul 13, 2022
1
$94.15 - $109.87 $94.2 - $110
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2022 Filed on Jul 13, 2022
2
$197.76 - $227.29 $396 - $455
Cerner Corp Com
Q2 2022 Filed on Jul 13, 2022
409
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 13, 2022
57
$23.08 - $25.81 $1.32K - $1.47K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Jul 13, 2022
1
$171.58 - $203.75 $172 - $204
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Jul 13, 2022
2
$103.59 - $154.43 $207 - $309
SMWB
Similarweb Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$11.71 - $18.02 $0 - $0
TDF
Templeton Dragon Fund Inc

Financial Services
Q1 2022 Filed on Apr 07, 2022
107
$11.93 - $17.17 $1.28K - $1.84K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 07, 2022
31
$39.79 - $52.32 $1.23K - $1.62K
Assertio Holdings Inc Com New
Q1 2022 Filed on Apr 07, 2022
250
N/A
Sterling Bancorp Del Com
Q1 2022 Filed on Apr 07, 2022
3,302
N/A
Royal Dutch Shell PLC Spon Adr B
Q1 2022 Filed on Apr 07, 2022
54
N/A
FVRR
Fiverr International Ltd.

Communication Services
Q1 2022 Filed on Apr 07, 2022
0
$58.34 - $109.5 $0 - $0
APT
Alpha Pro Tech LTD

Industrials
Q1 2022 Filed on Apr 07, 2022
0
$3.88 - $6.07 $0 - $0
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on Apr 07, 2022
0
$41.57 - $49.26 $0 - $0
Federal Rlty Invt Tr Sh Ben Int New
Q1 2022 Filed on Apr 07, 2022
5
N/A
Xilinx Inc Com
Q1 2022 Filed on Apr 07, 2022
57
N/A
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