True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $779 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ARMK
Aramark

Industrials
Q4 2018 Filed on Jan 14, 2019
260
$27.5 - $42.57 $7.15K - $11.1K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q4 2018 Filed on Jan 14, 2019
15
$20.22 - $32.07 $303 - $481
BCE
Bce Inc

Communication Services
Q4 2018 Filed on Jan 14, 2019
915
$38.88 - $43.18 $35.6K - $39.5K
TECH
Bio Techne Corp

Healthcare
Q4 2018 Filed on Jan 14, 2019
45
$132.75 - $203.8 $5.97K - $9.17K
Blue Apron Holdings Inc
Q4 2018 Filed on Jan 14, 2019
1,000
N/A
BPMC
Blueprint Medicines Corp

Healthcare
Q4 2018 Filed on Jan 14, 2019
50
$45.57 - $74.26 $2.28K - $3.71K
BRX
Brixmor Property Group Inc.

Real Estate
Q4 2018 Filed on Jan 14, 2019
178
$14.23 - $17.13 $2.53K - $3.05K
BR
Broadridge Financial Solutions, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
214
$91.79 - $130.07 $19.6K - $27.8K
CBRE
Cbre Group, Inc.

Real Estate
Q4 2018 Filed on Jan 14, 2019
176
$37.64 - $44.44 $6.62K - $7.82K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
432
$79.06 - $97.93 $34.2K - $42.3K
Ca Inc
Q4 2018 Filed on Jan 14, 2019
109
N/A
Callon Petroleum CO
Q4 2018 Filed on Jan 14, 2019
1,000
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q4 2018 Filed on Jan 14, 2019
35
$33.68 - $44.56 $1.18K - $1.56K
CNP
Centerpoint Energy Inc

Utilities
Q4 2018 Filed on Jan 14, 2019
39
$26.96 - $29.34 $1.05K - $1.14K
China Mobile LTD
Q4 2018 Filed on Jan 14, 2019
1,268
N/A
China Unicom (Hong Kong) LTD
Q4 2018 Filed on Jan 14, 2019
382
N/A
Covia Hldgs Corp
Q4 2018 Filed on Jan 14, 2019
400
N/A
Dell Technologies Inc V
Q4 2018 Filed on Jan 14, 2019
218
N/A
XRAY
Dentsply Sirona Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
135
$34.32 - $38.12 $4.63K - $5.15K
E
Eni Spa

Energy
Q4 2018 Filed on Jan 14, 2019
305
$30.0 - $37.89 $9.15K - $11.6K
EQT
Eqt Corp

Energy
Q4 2018 Filed on Jan 14, 2019
162
$16.63 - $25.89 $2.69K - $4.19K
EPC
Edgewell Personal Care CO

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
51
$36.7 - $48.03 $1.87K - $2.45K
ELOX
Eloxx Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
15
$10.43 - $17.39 $156 - $261
AKOB
Embotelladora Andina S.A. S B
Q4 2018 Filed on Jan 14, 2019
293
N/A
Enbridge Energy Partners LP
Q4 2018 Filed on Jan 14, 2019
1,200
N/A
Energen Corp
Q4 2018 Filed on Jan 14, 2019
131
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
36
$43.11 - $61.57 $1.55K - $2.22K
Energy Transfer Partners LP
Q4 2018 Filed on Jan 14, 2019
26
N/A
EQR
Equity Residential

Real Estate
Q4 2018 Filed on Jan 14, 2019
161
$62.67 - $72.65 $10.1K - $11.7K
EVRG
Evergy, Inc.

Utilities
Q4 2018 Filed on Jan 14, 2019
186
$54.89 - $60.77 $10.2K - $11.3K
Express Scripts Holding CO
Q4 2018 Filed on Jan 14, 2019
1,210
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q4 2018 Filed on Jan 14, 2019
13
$84.61 - $99.82 $1.1K - $1.3K
FAF
First American Financial Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
160
$42.55 - $52.14 $6.81K - $8.34K
First Data Corp
Q4 2018 Filed on Jan 14, 2019
60
N/A
Gsv Capital Corp
Q4 2018 Filed on Jan 14, 2019
116
N/A
Genomic Health Inc
Q4 2018 Filed on Jan 14, 2019
250
N/A
GPN
Global Payments Inc

Industrials
Q4 2018 Filed on Jan 14, 2019
881
$95.37 - $126.52 $84K - $111K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 14, 2019
100
$91.57 - $129.67 $9.16K - $13K
GWRE
Guidewire Software, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
32
$74.56 - $99.68 $2.39K - $3.19K
Hcp Inc
Q4 2018 Filed on Jan 14, 2019
49
N/A
HES
Hess Corp

Energy
Q4 2018 Filed on Jan 14, 2019
63
$36.43 - $74.59 $2.3K - $4.7K
IMGN
Immuno Gen, Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
45
$3.94 - $9.7 $177 - $436
Intrexon Corp
Q4 2018 Filed on Jan 14, 2019
200
N/A
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
10
$105.7 - $130.35 $1.06K - $1.3K
JBGS
Jbg Smith Properties

Real Estate
Q4 2018 Filed on Jan 14, 2019
47
$33.75 - $40.55 $1.59K - $1.91K
JEF
Jefferies Financial Group Inc.

Financial Services
Q4 2018 Filed on Jan 14, 2019
245
$15.35 - $21.48 $3.76K - $5.26K
JKS
Jinko Solar Holding Co., Ltd.

Technology
Q4 2018 Filed on Jan 14, 2019
105
$7.26 - $12.63 $762 - $1.33K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
2,000
$12.11 - $15.55 $24.2K - $31.1K
MTB
M&T Bank Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
87
$135.74 - $170.09 $11.8K - $14.8K
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