True Private Wealth Advisors Closed Holding Positions

True Private Wealth Advisors

  • $799 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ETSY
Etsy Inc

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
18
$167.57 - $244.58 $3.02K - $4.4K
ES
Eversource Energy

Utilities
Q1 2021 Filed on May 12, 2021
141
$77.27 - $90.33 $10.9K - $12.7K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on May 12, 2021
343
$27.53 - $31.21 $9.44K - $10.7K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
12
$123.21 - $185.27 $1.48K - $2.22K
FDX
Fedex Corp

Industrials
Q1 2021 Filed on May 12, 2021
242
$235.34 - $285.92 $57K - $69.2K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on May 12, 2021
193
$122.53 - $146.42 $23.6K - $28.3K
FRC
First Republic Bank

Financial Services
Q1 2021 Filed on May 12, 2021
295
$144.99 - $178.23 $42.8K - $52.6K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
456
$82.41 - $96.0 $37.6K - $43.8K
Gw Pharmaceuticals PLC
Q1 2021 Filed on May 12, 2021
50
N/A
GM
General Motors CO

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
700
$40.51 - $60.05 $28.4K - $42K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
125
$26.2 - $29.09 $3.28K - $3.64K
HIMX
Himax Technologies, Inc.

Technology
Q1 2021 Filed on May 12, 2021
15,400
$7.14 - $15.95 $110K - $246K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on May 12, 2021
297
$98.67 - $127.26 $29.3K - $37.8K
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on May 12, 2021
250
$197.51 - $258.58 $49.4K - $64.6K
INGN
Inogen Inc

Healthcare
Q1 2021 Filed on May 12, 2021
100
$43.96 - $55.99 $4.4K - $5.6K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2021 Filed on May 12, 2021
441
$165.65 - $220.16 $73.1K - $97.1K
KIM
Kimco Realty Corp

Real Estate
Q1 2021 Filed on May 12, 2021
474
$14.33 - $19.72 $6.79K - $9.35K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on May 12, 2021
17
$204.88 - $255.03 $3.48K - $4.34K
LITE
Lumentum Holdings Inc.

Technology
Q1 2021 Filed on May 12, 2021
2
$79.0 - $108.93 $158 - $218
MPLX
Mplx LP

Energy
Q1 2021 Filed on May 12, 2021
726
$21.97 - $26.36 $16K - $19.1K
MFC
Manulife Financial Corp

Financial Services
Q1 2021 Filed on May 12, 2021
821
$17.55 - $21.84 $14.4K - $17.9K
MATX
Matson, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
363
$56.69 - $77.51 $20.6K - $28.1K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2021 Filed on May 12, 2021
310
$44.01 - $54.99 $13.6K - $17K
MDB
Mongo Db, Inc.

Technology
Q1 2021 Filed on May 12, 2021
331
$258.5 - $422.85 $85.6K - $140K
DNOW
Now Inc.

Energy
Q1 2021 Filed on May 12, 2021
8
$7.19 - $11.77 $57.5 - $94.2
NTNX
Nutanix, Inc.

Technology
Q1 2021 Filed on May 12, 2021
250
$25.65 - $35.07 $6.41K - $8.77K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on May 12, 2021
1,421
$26.19 - $29.69 $37.2K - $42.2K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2021 Filed on May 12, 2021
58
$147.69 - $178.13 $8.57K - $10.3K
PFG
Principal Financial Group Inc

Financial Services
Q1 2021 Filed on May 12, 2021
1,046
$48.31 - $61.55 $50.5K - $64.4K
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
108
$93.91 - $107.76 $10.1K - $11.6K
PUK
Prudential PLC

Financial Services
Q1 2021 Filed on May 12, 2021
178
$30.98 - $42.1 $5.51K - $7.49K
QRVO
Qorvo, Inc.

Technology
Q1 2021 Filed on May 12, 2021
100
$162.9 - $186.03 $16.3K - $18.6K
Retail Properties Of America Inc
Q1 2021 Filed on May 12, 2021
4,260
N/A
SIVB
Svb Financial Group

Financial Services
Q1 2021 Filed on May 12, 2021
18
$386.16 - $551.63 $6.95K - $9.93K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
455
$16.74 - $18.74 $7.62K - $8.53K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 12, 2021
51
$45.46 - $50.51 $2.32K - $2.58K
SITE
Site One Landscape Supply, Inc.

Industrials
Q1 2021 Filed on May 12, 2021
138
$151.85 - $181.53 $21K - $25.1K
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 12, 2021
4,000
$2.9 - $4.09 $11.6K - $16.4K
TRGP
Targa Resources Corp.

Energy
Q1 2021 Filed on May 12, 2021
620
$26.16 - $34.77 $16.2K - $21.6K
TELL
Tellurian Inc.

Energy
Q1 2021 Filed on May 12, 2021
600
$1.28 - $3.99 $768 - $2.39K
THC
Tenet Healthcare Corp

Healthcare
Q1 2021 Filed on May 12, 2021
13
$38.98 - $57.56 $507 - $748
USCR
U.S. Concrete, Inc.

Basic Materials
Q1 2021 Filed on May 12, 2021
48
N/A
OLED
Universal Display Corp Pa

Technology
Q1 2021 Filed on May 12, 2021
500
$189.08 - $260.29 $94.5K - $130K
UNM
Unum Group

Financial Services
Q1 2021 Filed on May 12, 2021
5,077
$22.09 - $29.44 $112K - $149K
VLO
Valero Energy Corp

Energy
Q1 2021 Filed on May 12, 2021
56
$55.73 - $82.48 $3.12K - $4.62K
Varian Medical Systems Inc
Q1 2021 Filed on May 12, 2021
18
N/A
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on May 12, 2021
1,625
$46.07 - $57.17 $74.9K - $92.9K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on May 12, 2021
17
$207.02 - $241.31 $3.52K - $4.1K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2021 Filed on May 12, 2021
2,133
$16.93 - $19.44 $36.1K - $41.5K
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