United Asset Strategies, Inc. Closed Holding Positions

United Asset Strategies, Inc.

  • $1.07 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2021 Filed on Oct 21, 2021
500
$657.71 - $825.77 $329K - $413K
Clovis Oncology Inc
Q3 2021 Filed on Oct 21, 2021
1,950,000
N/A
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Oct 21, 2021
918
$220.61 - $280.47 $203K - $257K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2021 Filed on Oct 21, 2021
1,390
$179.22 - $189.21 $249K - $263K
General Electric CO
Q3 2021 Filed on Oct 21, 2021
27,686
N/A
L Brands Inc
Q3 2021 Filed on Oct 21, 2021
14,787
N/A
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q2 2021 Filed on Jul 19, 2021
11,145
$9.65 - $9.98 $108K - $111K
PSQ
Proshares Short Qqq

ETFs
Q2 2021 Filed on Jul 19, 2021
62,349
$61.9 - $69.7 $3.86M - $4.35M
AN
Autonation, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
11,198
$88.77 - $106.89 $994K - $1.2M
AGCO
Agco Corp

Industrials
Q2 2021 Filed on Jul 19, 2021
7,817
$121.75 - $156.6 $952K - $1.22M
EBAY
Ebay Inc

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
13,890
$55.79 - $70.49 $775K - $979K
ABT
Abbott Laboratories

Healthcare
Q2 2021 Filed on Jul 19, 2021
2,007
$105.79 - $124.53 $212K - $250K
IYM
Ishares Tr

ETFs
Q2 2021 Filed on Jul 19, 2021
1,790
$126.01 - $141.25 $226K - $253K
ECOR
Electro Core, Inc.

Healthcare
Q2 2021 Filed on Jul 19, 2021
27,484
$1.19 - $2.06 $32.7K - $56.6K
Ishares Gold Tr
Q2 2021 Filed on Jul 19, 2021
28,939
N/A
Torchlight Energy Res Inc
Q2 2021 Filed on Jul 19, 2021
17,000
N/A
LKQ
Lkq Corp

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
21,703
$42.95 - $51.15 $932K - $1.11M
IHE
Ishares Tr

ETFs
Q2 2021 Filed on Jul 19, 2021
1,351
$174.94 - $189.58 $236K - $256K
Inspiremd Inc
Q2 2021 Filed on Jul 19, 2021
70,000
N/A
AKTX
Akari Therapeutics PLC

Healthcare
Q2 2021 Filed on Jul 19, 2021
289,745
$1.69 - $2.85 $490K - $826K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2021 Filed on Jul 19, 2021
2,233
$371.64 - $466.49 $830K - $1.04M
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2021 Filed on Jul 19, 2021
10,300
$6.82 - $22.15 $70.2K - $228K
MU
Micron Technology Inc

Technology
Q2 2021 Filed on Jul 19, 2021
3,055
$76.8 - $95.59 $235K - $292K
Alexion Pharmaceuticals Inc
Q1 2021 Filed on Apr 27, 2021
5,148
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on Apr 27, 2021
5,887
$50.15 - $50.25 $295K - $296K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
10,111
$26.12 - $27.38 $264K - $277K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
4,932
$150.72 - $194.14 $743K - $957K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2021 Filed on Apr 27, 2021
4,741
$81.26 - $92.2 $385K - $437K
HQH
Tekla Healthcare Investors

Financial Services
Q1 2021 Filed on Apr 27, 2021
74,559
$22.8 - $25.84 $1.7M - $1.93M
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on Apr 27, 2021
874
$219.85 - $253.01 $192K - $221K
INVH
Invitation Homes Inc.

Real Estate
Q1 2021 Filed on Apr 27, 2021
235,671
$28.42 - $32.3 $6.7M - $7.61M
SRLN
Ssga Active Trust

ETFs
Q1 2021 Filed on Apr 27, 2021
6,096
$45.57 - $46.16 $278K - $281K
UAVS
Ag Eagle Aerial Systems Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
12,703
$5.47 - $15.69 $69.5K - $199K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2021 Filed on Apr 27, 2021
924
$230.04 - $254.69 $213K - $235K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Apr 27, 2021
46,772
$34.27 - $40.01 $1.6M - $1.87M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
Q4 2020 Filed on Feb 05, 2021
11,483
$4.15 - $5.47 $47.7K - $62.8K
CTRA
Coterra Energy Inc.

Energy
Q4 2020 Filed on Feb 05, 2021
31,222
$15.92 - $20.17 $497K - $630K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Feb 05, 2021
4,095
$133.73 - $138.48 $548K - $567K
Gw Pharmaceuticals PLC
Q4 2020 Filed on Feb 05, 2021
3,215
N/A
COP
Conocophillips

Energy
Q4 2020 Filed on Feb 05, 2021
163,166
$28.62 - $44.41 $4.67M - $7.25M
GWW
W.W. Grainger, Inc.

Industrials
Q4 2020 Filed on Feb 05, 2021
1,767
$350.02 - $422.86 $618K - $747K
Enservco Corp
Q4 2020 Filed on Feb 05, 2021
30,000
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2020 Filed on Feb 05, 2021
11,094
$57.99 - $58.75 $643K - $652K
Precision Drilling Corp
Q4 2020 Filed on Feb 05, 2021
17,975
N/A
CGBD
Carlyle Secured Lending, Inc.

Financial Services
Q4 2020 Filed on Feb 05, 2021
10,000
$8.06 - $11.55 $80.6K - $116K
VTI
Vanguard Total Stock Market Et

ETFs
Q3 2020 Filed on Nov 03, 2020
1,405
$157.44 - $181.24 $221K - $255K
Fintech Acquisition Corp Iii
Q3 2020 Filed on Nov 03, 2020
10,000
N/A
HSIC
Henry Schein Inc

Healthcare
Q3 2020 Filed on Nov 03, 2020
5,100
$56.08 - $70.9 $286K - $362K
T Mobile Us Inc
Q3 2020 Filed on Nov 03, 2020
54,301
N/A
Track This Portfolio

Track United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email