True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Maxim Integrated Products Inc
Q4 2018 Filed on Jan 14, 2019
180
N/A
Medidata Solutions Inc
Q4 2018 Filed on Jan 14, 2019
148
N/A
Nano Dimension LTD
Q4 2018 Filed on Jan 14, 2019
8,749
N/A
NBIX
Neurocrine Biosciences Inc

Healthcare
Q4 2018 Filed on Jan 14, 2019
1,033
$68.32 - $124.36 $70.6K - $128K
Nevsun Resources LTD
Q4 2018 Filed on Jan 14, 2019
1,012
N/A
NEWR
New Relic, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
115
$73.5 - $96.11 $8.45K - $11.1K
NI
Nisource Inc.

Utilities
Q4 2018 Filed on Jan 14, 2019
169
$24.31 - $27.62 $4.11K - $4.67K
OUT
Outfront Media Inc.

Real Estate
Q4 2018 Filed on Jan 14, 2019
145
$16.82 - $21.45 $2.44K - $3.11K
PBF
Pbf Energy Inc.

Energy
Q4 2018 Filed on Jan 14, 2019
70
$29.71 - $53.45 $2.08K - $3.74K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q4 2018 Filed on Jan 14, 2019
502
$12.08 - $16.42 $6.06K - $8.24K
Pinnacle Foods Inc
Q4 2018 Filed on Jan 14, 2019
242
N/A
Quantenna Communications Inc Com
Q4 2018 Filed on Jan 14, 2019
100
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q4 2018 Filed on Jan 14, 2019
89
$79.75 - $108.38 $7.1K - $9.65K
RRC
Range Resources Corp

Energy
Q4 2018 Filed on Jan 14, 2019
800
$9.42 - $18.48 $7.54K - $14.8K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
15
$335.82 - $403.04 $5.04K - $6.05K
RF
Regions Financial Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
2,597
$12.57 - $18.69 $32.6K - $48.5K
RNG
Ring Central, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
40
$68.86 - $90.37 $2.75K - $3.61K
SBAC
Sba Communications Corp

Real Estate
Q4 2018 Filed on Jan 14, 2019
95
$146.65 - $173.14 $13.9K - $16.4K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q4 2018 Filed on Jan 14, 2019
253
$21.38 - $33.2 $5.41K - $8.4K
SEE
Sealed Air Corp

Consumer Cyclical
Q4 2018 Filed on Jan 14, 2019
1,617
$30.74 - $40.05 $49.7K - $64.8K
Service Master Global Holdings Inc
Q4 2018 Filed on Jan 14, 2019
154
N/A
SJR
Shaw Communications Inc

Communication Services
Q4 2018 Filed on Jan 14, 2019
1,844
$17.79 - $19.58 $32.8K - $36.1K
Shire PLC
Q4 2018 Filed on Jan 14, 2019
814
N/A
Spirit Realty Capital Inc
Q4 2018 Filed on Jan 14, 2019
2,650
N/A
Sprint Corp
Q4 2018 Filed on Jan 14, 2019
400
N/A
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q4 2018 Filed on Jan 14, 2019
4,517
$6.36 - $8.29 $28.7K - $37.4K
Tableau Software Inc
Q4 2018 Filed on Jan 14, 2019
300
N/A
Telecom Italia Sp A
Q4 2018 Filed on Jan 14, 2019
1,515
N/A
Telefonica Brasil Sa Adr
Q4 2018 Filed on Jan 14, 2019
994
N/A
3 Pea International Inc
Q4 2018 Filed on Jan 14, 2019
5,000
N/A
Tier Reit Inc
Q4 2018 Filed on Jan 14, 2019
4,466
N/A
Trans Canada Corp
Q4 2018 Filed on Jan 14, 2019
2,533
N/A
Twenty First Century Fox Inc Class A
Q4 2018 Filed on Jan 14, 2019
212
N/A
Ubiquiti Networks Inc
Q4 2018 Filed on Jan 14, 2019
65
N/A
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2018 Filed on Jan 14, 2019
915
$103.04 - $124.69 $94.3K - $114K
Versum Materials Inc
Q4 2018 Filed on Jan 14, 2019
106
N/A
WPP
Wpp PLC

Communication Services
Q4 2018 Filed on Jan 14, 2019
158
$51.13 - $74.87 $8.08K - $11.8K
WEC
Wec Energy Group, Inc.

Utilities
Q4 2018 Filed on Jan 14, 2019
502
$66.65 - $74.96 $33.5K - $37.6K
WTFC
Wintrust Financial Corp

Financial Services
Q4 2018 Filed on Jan 14, 2019
100
$62.87 - $87.54 $6.29K - $8.75K
Xcerra Corp
Q4 2018 Filed on Jan 14, 2019
20
N/A
ZYNE
Zynerba Pharmaceuticals, Inc.

Healthcare
Q4 2018 Filed on Jan 14, 2019
200
$2.89 - $7.91 $578 - $1.58K
BAP
Credicorp LTD

Financial Services
Q4 2018 Filed on Jan 14, 2019
18
$213.26 - $230.0 $3.84K - $4.14K
Delphi Technologies PLC
Q4 2018 Filed on Jan 14, 2019
163
N/A
CWK
Cushman & Wakefield PLC

Real Estate
Q4 2018 Filed on Jan 14, 2019
54
$13.45 - $19.0 $726 - $1.03K
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