True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q3 2019 Filed on Oct 09, 2019
600
$11.22 - $11.79 $6.73K - $7.07K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
Q3 2019 Filed on Oct 09, 2019
1,006
$12.84 - $14.82 $12.9K - $14.9K
UNIT
Uniti Group Inc.

Real Estate
Q3 2019 Filed on Oct 09, 2019
986
$7.22 - $9.51 $7.12K - $9.38K
Zynga Inc Class A
Q3 2019 Filed on Oct 09, 2019
125
N/A
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
1,015
$6.44 - $8.28 $6.54K - $8.4K
TRTY
Cambria ETF Tr Cambria Trinity

ETFs
Q3 2019 Filed on Oct 09, 2019
767
$23.99 - $24.53 $18.4K - $18.8K
DOG
Proshares Short Dow30 ETF New

ETFs
Q3 2019 Filed on Oct 09, 2019
400
$52.04 - $52.86 $20.8K - $21.1K
Blackstone Group LP
Q2 2019 Filed on Aug 01, 2019
19,294
N/A
Dow Du Pont Inc
Q2 2019 Filed on Aug 01, 2019
5,846
N/A
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2019 Filed on Aug 01, 2019
3,233
N/A
Twenty First Century Fox Inc
Q1 2019 Filed on Apr 25, 2019
11,270
N/A
LZB
La Z Boy Inc

Consumer Cyclical
Q1 2019 Filed on Apr 25, 2019
9,000
$27.03 - $36.01 $243K - $324K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2019 Filed on Apr 25, 2019
11,378
$93.28 - $112.03 $1.06M - $1.27M
FTV
Fortive Corp

Technology
Q1 2019 Filed on Apr 25, 2019
8,523
$54.08 - $70.48 $461K - $601K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q1 2019 Filed on Apr 25, 2019
8,103
$39.87 - $45.16 $323K - $366K
Lending Club Corp
Q4 2018 Filed on Jan 14, 2019
10,000
N/A
STT
State Street Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
2,697
$59.78 - $87.14 $161K - $235K
Oclaro Inc
Q4 2018 Filed on Jan 14, 2019
23,045
N/A
EWO
Ishares Inc Msci Austria ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
165,393
$17.5 - $22.99 $2.89M - $3.8M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
114,051
$30.86 - $37.83 $3.52M - $4.31M
Rockwell Collins Inc
Q4 2018 Filed on Jan 14, 2019
4,116
N/A
Praxair Inc
Q4 2018 Filed on Jan 14, 2019
1,628
N/A
ROBO
Robo Global Robotics And Autom

ETFs
Q4 2018 Filed on Jan 14, 2019
16,453
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
1,716
N/A
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2018 Filed on Jan 14, 2019
26,066
$25.56 - $27.04 $666K - $705K
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2018 Filed on Jan 14, 2019
10,714
N/A
Van Eck Vectors Jp Morgan Em Lc Bd ETF
Q4 2018 Filed on Jan 14, 2019
16,427
N/A
VIS
Vanguard Industrial ETF

ETFs
Q4 2018 Filed on Jan 14, 2019
6,276
N/A
Clear Bridge Energy Mlp
Q4 2018 Filed on Jan 14, 2019
142
N/A
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q4 2018 Filed on Jan 14, 2019
612
$26.17 - $37.63 $16K - $23K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2018 Filed on Jan 14, 2019
1,740
$7.05 - $9.57 $12.3K - $16.7K
AAON
Aaon, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
300
$31.84 - $43.83 $9.55K - $13.1K
ABMD
Abiomed Inc

Healthcare
Q4 2018 Filed on Jan 14, 2019
360
$281.08 - $444.25 $101K - $160K
ARAY
Accuray Inc

Healthcare
Q4 2018 Filed on Jan 14, 2019
1,000
$3.31 - $5.24 $3.31K - $5.24K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
700
$29.78 - $38.67 $20.8K - $27.1K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q4 2018 Filed on Jan 14, 2019
134
$90.24 - $138.0 $12.1K - $18.5K
Alexion Pharmaceuticals Inc
Q4 2018 Filed on Jan 14, 2019
42
N/A
Y
Alleghany Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
11
$580.75 - $643.97 $6.39K - $7.08K
Altaba Inc
Q4 2018 Filed on Jan 14, 2019
75
N/A
ACC
American Campus Communities Inc

Real Estate
Q4 2018 Filed on Jan 14, 2019
50
$39.13 - $43.83 $1.96K - $2.19K
AFG
American Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 14, 2019
52
$85.28 - $112.06 $4.43K - $5.83K
AME
Ametek Inc

Industrials
Q4 2018 Filed on Jan 14, 2019
72
$63.35 - $79.82 $4.56K - $5.75K
ADI
Analog Devices Inc

Technology
Q4 2018 Filed on Jan 14, 2019
89
$77.82 - $93.51 $6.93K - $8.32K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2018 Filed on Jan 14, 2019
67
$8.42 - $12.7 $564 - $851
ARW
Arrow Electronics Inc

Technology
Q4 2018 Filed on Jan 14, 2019
65
$63.25 - $78.4 $4.11K - $5.1K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2018 Filed on Jan 14, 2019
33
$168.84 - $191.67 $5.57K - $6.33K
WRB
Berkley W R Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
160
$30.92 - $35.27 $4.95K - $5.64K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
124
$17.21 - $21.88 $2.13K - $2.71K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
75
$33.2 - $43.66 $2.49K - $3.27K
Track This Portfolio

Track True Private Wealth Advisors Portfolio

Follow True Private Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on True Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email