Strategic Wealth Partners, Ltd. Closed Holding Positions

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Cloudera Inc Com
Q1 2021 Filed on May 24, 2021
46,022
N/A
EHTH
E Health, Inc.

Financial Services
Q1 2021 Filed on May 24, 2021
9,181
$47.85 - $85.09 $439K - $781K
Hsbc Usa Inc Var Cmtz 02/12/21 Usd10
Q1 2021 Filed on May 24, 2021
20,000
N/A
Quidel Corp Com
Q1 2021 Filed on May 24, 2021
3,108
N/A
R
Ryder System Inc

Industrials
Q1 2021 Filed on May 24, 2021
10,672
$61.42 - $78.94 $655K - $842K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 24, 2021
1,543
$241.17 - $318.09 $372K - $491K
ADT
Adt Inc.

Industrials
Q1 2021 Filed on May 24, 2021
38,429
$6.87 - $10.25 $264K - $394K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2021 Filed on May 24, 2021
8,247
$35.27 - $46.12 $291K - $380K
KN
Knowles Corp

Technology
Q1 2021 Filed on May 24, 2021
14,915
$18.12 - $21.68 $270K - $323K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 24, 2021
4,004
$81.93 - $106.33 $328K - $426K
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on May 24, 2021
774
$283.69 - $443.29 $220K - $343K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2021 Filed on May 24, 2021
11,474
$19.35 - $41.6 $222K - $477K
THS
Tree House Foods, Inc.

Consumer Defensive
Q1 2021 Filed on May 24, 2021
7,408
$38.24 - $54.94 $283K - $407K
WING
Wingstop Inc.

Consumer Cyclical
Q1 2021 Filed on May 24, 2021
2,561
$116.17 - $171.37 $298K - $439K
Pdl Biopharma Inc Com
Q4 2020 Filed on Feb 18, 2021
68,477
N/A
SPLK
Splunk Inc

Technology
Q4 2020 Filed on Feb 18, 2021
1,556
$153.49 - $219.46 $239K - $341K
STM
St Microelectronics N.V.

Technology
Q3 2020 Filed on Nov 10, 2020
23,348
$26.61 - $31.4 $621K - $733K
GSPRJ
Goldman Sachs Group Inc Dep Sh
Q2 2020 Filed on Aug 11, 2020
10,105
N/A
Petroleos Mexicanos Note M/W Clbl
Q2 2020 Filed on Aug 11, 2020
200
N/A
United Technologies Corp N/C 4/3/20 75513 E101
Q2 2020 Filed on Aug 11, 2020
8,615
N/A
CPRJ
Citigroup Inc. Dep Shs Repstg
Q2 2020 Filed on Aug 11, 2020
9,585
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
4,733
$47.86 - $93.99 $227K - $445K
PNCPRP
Pnc Financial Services Group,
Q2 2020 Filed on Aug 11, 2020
8,843
N/A
APTV
Aptiv PLC

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
9,892
$43.29 - $87.5 $428K - $866K
Abbott Laboratories Com
Q1 2020 Filed on May 07, 2020
18,627
N/A
Amazon Com Inc Com
Q1 2020 Filed on May 07, 2020
457
N/A
American Express CO Com
Q1 2020 Filed on May 07, 2020
13,839
N/A
Amgen Inc Com
Q1 2020 Filed on May 07, 2020
3,036
N/A
Anthem Inc Com
Q1 2020 Filed on May 07, 2020
810
N/A
Apple Inc
Q1 2020 Filed on May 07, 2020
16,937
N/A
Berkshire Hathaway Inc Com Cl B
Q1 2020 Filed on May 07, 2020
4,289
N/A
Boeing CO Com
Q1 2020 Filed on May 07, 2020
2,254
N/A
Travelers Companies Inc Com
Q1 2020 Filed on May 07, 2020
2,160
N/A
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
Q4 2019 Filed on Jan 30, 2020
500
$73.28 - $80.08 $36.6K - $40K
Alps ETF Trust Alerian Mlp ETF
Q4 2019 Filed on Jan 30, 2020
2,000
N/A
Alio Gold Inc Com
Q4 2019 Filed on Jan 30, 2020
500
N/A
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2019 Filed on Jan 30, 2020
1,000
$13.94 - $24.12 $13.9K - $24.1K
American Express Centrn Cd
Q4 2019 Filed on Jan 30, 2020
30
N/A
Amer Intl Grp Inc Warrant
Q4 2019 Filed on Jan 30, 2020
5
N/A
American Mun Pwr Ohio Inc Rev Bds
Q4 2019 Filed on Jan 30, 2020
10
N/A
AWK
American Water Works Company, Inc.

Utilities
Q4 2019 Filed on Jan 30, 2020
75
$115.38 - $125.78 $8.65K - $9.43K
Appleton Wis Wtrwks Rev Rev Bds
Q4 2019 Filed on Jan 30, 2020
20
N/A
Atlanta Ga Pub Safety & Judic Rev Bds
Q4 2019 Filed on Jan 30, 2020
15
N/A
Bmw Bank Of North America Cd
Q4 2019 Filed on Jan 30, 2020
25
N/A
BIDU
Baidu, Inc.

Communication Services
Q4 2019 Filed on Jan 30, 2020
32
$99.53 - $128.83 $3.18K - $4.12K
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2019 Filed on Jan 30, 2020
13
$4.78 - $7.26 $62.1 - $94.4
BK
Bank Of New York Mellon Corp

Financial Services
Q4 2019 Filed on Jan 30, 2020
2,099
$42.24 - $51.22 $88.7K - $108K
Bergen Cnty N J Impt Auth Govt Cnty Gtd Gov Pooled Ln R
Q4 2019 Filed on Jan 30, 2020
10
N/A
Berks Cnty Pa Ut Go Go Bds Callable
Q4 2019 Filed on Jan 30, 2020
10
N/A
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