True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2020 Filed on Apr 20, 2020
200
$34.32 - $66.26 $6.86K - $13.3K
SHOP
Shopify Inc.

Technology
Q1 2020 Filed on Apr 20, 2020
39
$32.23 - $54.32 $1.26K - $2.12K
Slack Technologies Inc
Q1 2020 Filed on Apr 20, 2020
119
N/A
SCCO
Southern Copper Corp

Basic Materials
Q1 2020 Filed on Apr 20, 2020
202
$23.53 - $44.41 $4.75K - $8.97K
Trans Enterix Inc
Q1 2020 Filed on Apr 20, 2020
7
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q1 2020 Filed on Apr 20, 2020
630
$2.57 - $4.66 $1.62K - $2.94K
Zayo Group Holdings Inc
Q1 2020 Filed on Apr 20, 2020
200
N/A
Hudson LTD Com Cl A
Q1 2020 Filed on Apr 20, 2020
400
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q1 2020 Filed on Apr 20, 2020
75
$87.74 - $152.74 $6.58K - $11.5K
STNE
Stone Co Ltd.

Technology
Q1 2020 Filed on Apr 20, 2020
390
$19.89 - $45.3 $7.76K - $17.7K
LOGI
Logitech International S.A.

Technology
Q1 2020 Filed on Apr 20, 2020
300
$33.89 - $48.56 $10.2K - $14.6K
DHT
Dht Holdings, Inc.

Energy
Q1 2020 Filed on Apr 20, 2020
342
$4.91 - $8.59 $1.68K - $2.94K
Direxion Dly S&P Oil&Gs Ex&Prd Bl 3 X ETF
Q1 2020 Filed on Apr 20, 2020
2,405
N/A
BOTZ
Global X Fds

ETFs
Q1 2020 Filed on Apr 20, 2020
5
$15.11 - $23.06 $75.6 - $115
O'Shares Global Internet Giants ETF
Q1 2020 Filed on Apr 20, 2020
500
N/A
Pro Shares Ultra Pro 3x Crude Oil ETF
Q1 2020 Filed on Apr 20, 2020
950
N/A
Sun Trust Banks Inc
Q4 2019 Filed on Jan 27, 2020
5,111
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q3 2019 Filed on Oct 09, 2019
6,237
$58.88 - $60.99 $367K - $380K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q3 2019 Filed on Oct 09, 2019
52
$47.06 - $49.46 $2.45K - $2.57K
AFL
Aflac Inc

Financial Services
Q3 2019 Filed on Oct 09, 2019
12
$48.36 - $56.89 $580 - $683
Celgene Corp
Q3 2019 Filed on Oct 09, 2019
62
N/A
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
8
$36.33 - $42.18 $291 - $337
Red Hat Inc
Q3 2019 Filed on Oct 09, 2019
66
N/A
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Oct 09, 2019
38
$58.75 - $66.41 $2.23K - $2.52K
Bb&T Corp
Q3 2019 Filed on Oct 09, 2019
1,047
N/A
National Oilwell Varco Inc
Q3 2019 Filed on Oct 09, 2019
1,185
N/A
Pivotal Software Inc
Q3 2019 Filed on Oct 09, 2019
584
N/A
IAE
Voya Asia Pacific High Dividend Equity Income Fund

Financial Services
Q3 2019 Filed on Oct 09, 2019
1,400
$8.0 - $9.09 $11.2K - $12.7K
AZZ
Azz Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
50
$39.55 - $48.86 $1.98K - $2.44K
Anadarko Petroleum Corp
Q3 2019 Filed on Oct 09, 2019
2,340
N/A
Apache Corp
Q3 2019 Filed on Oct 09, 2019
17
N/A
Apollo Global Management LLC
Q3 2019 Filed on Oct 09, 2019
113
N/A
ATR
Aptargroup, Inc.

Healthcare
Q3 2019 Filed on Oct 09, 2019
16
$116.48 - $125.92 $1.86K - $2.01K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2019 Filed on Oct 09, 2019
8
$304.55 - $345.24 $2.44K - $2.76K
CNQ
Canadian Natural Resources LTD

Energy
Q3 2019 Filed on Oct 09, 2019
221
$22.64 - $28.66 $5K - $6.33K
CSL
Carlisle Companies Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
15
$129.81 - $149.29 $1.95K - $2.24K
CS
Credit Suisse Group Ag

Financial Services
Q3 2019 Filed on Oct 09, 2019
258
$10.96 - $13.12 $2.83K - $3.38K
Domtar Corp
Q3 2019 Filed on Oct 09, 2019
135
N/A
DY
Dycom Industries Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
50
$40.47 - $59.99 $2.02K - $3K
FLR
Fluor Corp

Industrials
Q3 2019 Filed on Oct 09, 2019
1,048
$16.35 - $33.33 $17.1K - $34.9K
GDDY
Go Daddy Inc.

Technology
Q3 2019 Filed on Oct 09, 2019
51
$62.48 - $75.33 $3.19K - $3.84K
GGG
Graco Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
16
$44.13 - $51.46 $706 - $823
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Oct 09, 2019
15
$133.8 - $148.51 $2.01K - $2.23K
HUM
Humana Inc

Healthcare
Q3 2019 Filed on Oct 09, 2019
33
$255.67 - $304.87 $8.44K - $10.1K
JBHT
Hunt J B Transport Services Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
30
$87.63 - $116.24 $2.63K - $3.49K
HBAN
Huntington Bancshares Inc

Financial Services
Q3 2019 Filed on Oct 09, 2019
108
$12.42 - $14.75 $1.34K - $1.59K
L3 Technologies Inc
Q3 2019 Filed on Oct 09, 2019
860
N/A
Lilis Energy Inc
Q3 2019 Filed on Oct 09, 2019
1,500
N/A
LGFB
Lions Gate Entmt Corp Cl B Non
Q3 2019 Filed on Oct 09, 2019
440
N/A
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