True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
300
$29.11 - $46.08 $8.73K - $13.8K
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
3,359
$111.23 - $131.05 $374K - $440K
SON
Sonoco Products CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
38
$57.75 - $64.24 $2.19K - $2.44K
STAA
Staar Surgical CO

Healthcare
Q1 2021 Filed on May 12, 2021
200
$78.5 - $126.48 $15.7K - $25.3K
SYY
Sysco Corp

Consumer Defensive
Q1 2021 Filed on May 12, 2021
2,230
$71.51 - $83.4 $159K - $186K
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
53
$117.91 - $135.06 $6.25K - $7.16K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2021 Filed on May 12, 2021
243
$108.96 - $140.05 $26.5K - $34K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2021 Filed on May 12, 2021
1,568
$10.34 - $12.81 $16.2K - $20.1K
TXT
Textron Inc

Industrials
Q1 2021 Filed on May 12, 2021
60
$45.26 - $56.08 $2.72K - $3.36K
Tiffany & CO
Q1 2021 Filed on May 12, 2021
256
N/A
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
250
$140.41 - $161.56 $35.1K - $40.4K
TCBK
Trico Bancshares

Financial Services
Q1 2021 Filed on May 12, 2021
188
$35.0 - $51.25 $6.58K - $9.64K
TRMB
Trimble Inc.

Technology
Q1 2021 Filed on May 12, 2021
100
$65.91 - $77.79 $6.59K - $7.78K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
20
$75.92 - $88.28 $1.52K - $1.77K
VMW
Vmware, Inc.

Technology
Q1 2021 Filed on May 12, 2021
401
$132.3 - $154.61 $53.1K - $62K
WABC
Westamerica Bancorporation

Financial Services
Q1 2021 Filed on May 12, 2021
750
$55.82 - $66.43 $41.9K - $49.8K
WU
Western Union CO

Financial Services
Q1 2021 Filed on May 12, 2021
650
$21.66 - $25.37 $14.1K - $16.5K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2021 Filed on May 12, 2021
45
$35.64 - $45.4 $1.6K - $2.04K
WVVI
Willamette Valley Vineyards Inc

Consumer Defensive
Q1 2021 Filed on May 12, 2021
500
$6.3 - $9.35 $3.15K - $4.68K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
62
$14.47 - $21.19 $897 - $1.31K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
493
$101.49 - $111.02 $50K - $54.7K
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on May 12, 2021
43
$378.13 - $512.69 $16.3K - $22K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2021 Filed on May 12, 2021
48
$42.93 - $59.06 $2.06K - $2.83K
TTE
Total Energies Se

Energy
Q1 2021 Filed on May 12, 2021
1,707
$42.03 - $50.26 $71.7K - $85.8K
BCS
Barclays PLC

Financial Services
Q1 2021 Filed on May 12, 2021
2,618
$7.28 - $10.36 $19.1K - $27.1K
NG
Novagold Resources Inc

Basic Materials
Q1 2021 Filed on May 12, 2021
5,900
$8.15 - $10.35 $48.1K - $61.1K
AES
Aes Corp

Utilities
Q1 2021 Filed on May 12, 2021
184
$22.96 - $28.91 $4.22K - $5.32K
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
180
$88.0 - $103.81 $15.8K - $18.7K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on May 12, 2021
37
$93.41 - $120.44 $3.46K - $4.46K
AN
Autonation, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
471
$68.09 - $94.81 $32.1K - $44.7K
AVNS
Avanos Medical, Inc.

Healthcare
Q1 2021 Filed on May 12, 2021
470
$43.5 - $53.4 $20.4K - $25.1K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
98
$53.92 - $66.0 $5.28K - $6.47K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
63
$1886.09 - $2461.78 $119K - $155K
BHF
Brighthouse Financial, Inc.

Financial Services
Q1 2021 Filed on May 12, 2021
162
$35.22 - $46.32 $5.71K - $7.5K
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on May 12, 2021
450
$51.37 - $62.46 $23.1K - $28.1K
CNC
Centene Corp

Healthcare
Q1 2021 Filed on May 12, 2021
44
$57.97 - $69.75 $2.55K - $3.07K
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
2,448
$16.16 - $25.82 $39.6K - $63.2K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
1,129
$65.85 - $89.85 $74.3K - $101K
DXC
Dxc Technology CO

Technology
Q1 2021 Filed on May 12, 2021
329
$24.89 - $31.26 $8.19K - $10.3K
DEO
Diageo PLC

Consumer Defensive
Q1 2021 Filed on May 12, 2021
108
$154.26 - $169.51 $16.7K - $18.3K
Discovery Inc
Q1 2021 Filed on May 12, 2021
77
N/A
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 12, 2021
1,215
$68.0 - $76.7 $82.6K - $93.2K
DBX
Dropbox, Inc.

Technology
Q1 2021 Filed on May 12, 2021
451
$21.77 - $28.06 $9.82K - $12.7K
EOG
Eog Resources Inc

Energy
Q1 2021 Filed on May 12, 2021
67
$49.86 - $75.31 $3.34K - $5.05K
EPR
Epr Properties

Real Estate
Q1 2021 Filed on May 12, 2021
67
$30.93 - $50.49 $2.07K - $3.38K
WATT
Energous Corp

Technology
Q1 2021 Filed on May 12, 2021
100
$1.89 - $7.23 $189 - $723
ETR
Entergy Corp

Utilities
Q1 2021 Filed on May 12, 2021
2,600
$86.81 - $99.47 $226K - $259K
ENV
Envestnet, Inc.

Technology
Q1 2021 Filed on May 12, 2021
400
$64.02 - $86.95 $25.6K - $34.8K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on May 12, 2021
7
$594.92 - $768.57 $4.16K - $5.38K
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