True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FAST
Fastenal CO

Industrials
Q1 2021 Filed on May 12, 2021
575
$44.17 - $51.62 $25.4K - $29.7K
FITB
Fifth Third Bancorp

Financial Services
Q1 2021 Filed on May 12, 2021
298
$27.23 - $39.09 $8.11K - $11.6K
FE
Firstenergy Corp

Utilities
Q1 2021 Filed on May 12, 2021
1,098
$29.51 - $35.56 $32.4K - $39K
FNV
Franco Nevada Corp

Basic Materials
Q1 2021 Filed on May 12, 2021
15
$106.16 - $132.43 $1.59K - $1.99K
GPS
Gap Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
3,000
$19.22 - $32.25 $57.7K - $96.8K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on May 12, 2021
5,076
$54.37 - $62.49 $276K - $317K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
100
$10.17 - $18.79 $1.02K - $1.88K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
608
$14.4 - $20.88 $8.76K - $12.7K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
171
$32.06 - $42.57 $5.48K - $7.28K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
363
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
860
$26.48 - $31.85 $22.8K - $27.4K
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on May 12, 2021
735
$43.97 - $50.5 $32.3K - $37.1K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
12
$157.33 - $207.36 $1.89K - $2.49K
INFY
Infosys LTD

Technology
Q1 2021 Filed on May 12, 2021
800
$16.88 - $19.33 $13.5K - $15.5K
IP
International Paper CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
414
$44.27 - $52.75 $18.3K - $21.8K
J
Jacobs Engineering Group Inc

Industrials
Q1 2021 Filed on May 12, 2021
75
$100.96 - $129.27 $7.57K - $9.7K
KLAC
Kla Corp

Technology
Q1 2021 Filed on May 12, 2021
23
$260.33 - $337.18 $5.99K - $7.76K
KMPR
Kemper Corp

Financial Services
Q1 2021 Filed on May 12, 2021
880
$69.21 - $82.06 $60.9K - $72.2K
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
700
$38.78 - $62.99 $27.1K - $44.1K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
1,902
$31.99 - $40.78 $60.8K - $77.6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 12, 2021
367
$73.38 - $85.8 $26.9K - $31.5K
LYG
Lloyds Banking Group PLC

Financial Services
Q1 2021 Filed on May 12, 2021
6,723
$1.76 - $2.33 $11.8K - $15.7K
MDU
Mdu Resources Group Inc

Industrials
Q1 2021 Filed on May 12, 2021
19
$25.69 - $32.12 $488 - $610
MGA
Magna International Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
243
$69.71 - $93.68 $16.9K - $22.8K
MRO
Marathon Oil Corp

Energy
Q1 2021 Filed on May 12, 2021
130
$6.83 - $12.98 $888 - $1.69K
MKL
Markel Corp

Financial Services
Q1 2021 Filed on May 12, 2021
1
$943.6 - $1156.17 $944 - $1.16K
MAS
Masco Corp

Industrials
Q1 2021 Filed on May 12, 2021
784
$52.84 - $60.13 $41.4K - $47.1K
MCHP
Microchip Technology Inc

Technology
Q1 2021 Filed on May 12, 2021
82
$66.52 - $81.53 $5.45K - $6.69K
NRG
Nrg Energy, Inc.

Utilities
Q1 2021 Filed on May 12, 2021
142
$35.78 - $43.93 $5.08K - $6.24K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2021 Filed on May 12, 2021
4,000
$21.71 - $26.78 $86.8K - $107K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on May 12, 2021
307
$54.38 - $65.24 $16.7K - $20K
NOK
Nokia Corp

Technology
Q1 2021 Filed on May 12, 2021
4,242
$3.82 - $6.55 $16.2K - $27.8K
NSC
Norfolk Southern Corp

Industrials
Q1 2021 Filed on May 12, 2021
65
$233.44 - $272.91 $15.2K - $17.7K
NOC
Northrop Grumman Corp

Industrials
Q1 2021 Filed on May 12, 2021
76
$286.61 - $323.64 $21.8K - $24.6K
OGE
Oge Energy Corp.

Utilities
Q1 2021 Filed on May 12, 2021
600
$29.27 - $33.15 $17.6K - $19.9K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on May 12, 2021
276
$17.45 - $31.23 $4.82K - $8.62K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
7
$190.69 - $240.61 $1.33K - $1.68K
OMC
Omnicom Group Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
75
$60.88 - $77.78 $4.57K - $5.83K
PH
Parker Hannifin Corp

Industrials
Q1 2021 Filed on May 12, 2021
177
$249.92 - $317.59 $44.2K - $56.2K
Perspecta Inc
Q1 2021 Filed on May 12, 2021
83
N/A
PSX
Phillips 66

Energy
Q1 2021 Filed on May 12, 2021
135
$67.38 - $88.66 $9.1K - $12K
PXD
Pioneer Natural Resources CO

Energy
Q1 2021 Filed on May 12, 2021
17
$113.48 - $169.27 $1.93K - $2.88K
PIPR
Piper Sandler Companies

Financial Services
Q1 2021 Filed on May 12, 2021
12
$91.33 - $123.0 $1.1K - $1.48K
POST
Post Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 12, 2021
36
$60.87 - $70.33 $2.19K - $2.53K
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
15
$100.81 - $126.55 $1.51K - $1.9K
O
Realty Income Corp

Real Estate
Q1 2021 Filed on May 12, 2021
559
$55.99 - $62.23 $31.3K - $34.8K
RIO
Rio Tinto PLC

Basic Materials
Q1 2021 Filed on May 12, 2021
200
$74.3 - $91.71 $14.9K - $18.3K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
75
$107.89 - $125.27 $8.09K - $9.4K
RY
Royal Bank Of Canada

Financial Services
Q1 2021 Filed on May 12, 2021
188
$80.87 - $93.73 $15.2K - $17.6K
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