Wealth Advisors, Inc. Closed Holding Positions

Wealth Advisors, Inc.

  • $223 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q2 2022 Filed on Aug 05, 2022
3,710
$46.08 - $67.28 $171K - $250K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 05, 2022
3,477
$28.0 - $113.85 $97.4K - $396K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 05, 2022
225
$628.16 - $1145.45 $141K - $258K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2022 Filed on Aug 05, 2022
3,365
$91.32 - $117.0 $307K - $394K
EKG
First Tr Exc Trd Fd Ii Nasdaq

ETFs
Q2 2022 Filed on Aug 05, 2022
1,595
$13.56 - $21.55 $21.6K - $34.4K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
4,675
$45.5 - $70.45 $213K - $329K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on Apr 14, 2022
816
$153.19 - $251.05 $125K - $205K
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
14,146
$79.29 - $116.68 $1.12M - $1.65M
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2022 Filed on Apr 14, 2022
2,035
$77.19 - $103.46 $157K - $211K
FTCS
First Trust Capital Strength E

ETFs
Q1 2022 Filed on Apr 14, 2022
1,610
$73.54 - $83.8 $118K - $135K
Draftkings Inc
Q1 2022 Filed on Apr 14, 2022
10,000
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
1,558
$119.6 - $152.37 $186K - $237K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,100
$87.78 - $223.31 $96.6K - $246K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Jan 24, 2022
890
$179.32 - $271.7 $160K - $242K
FTC
First Tr Lge Cap Growth

ETFs
Q4 2021 Filed on Jan 24, 2022
1,895
$109.29 - $124.15 $207K - $235K
VALE
Vale S.A.

Basic Materials
Q4 2021 Filed on Jan 24, 2022
11,200
$11.27 - $14.78 $126K - $166K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 24, 2022
4,000
$62.76 - $108.07 $251K - $432K
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 24, 2022
859
$188.19 - $233.09 $162K - $200K
BA
Boeing CO

Industrials
Q4 2021 Filed on Jan 24, 2022
800
$188.19 - $233.09 $151K - $186K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q4 2021 Filed on Jan 24, 2022
14,300
$19.23 - $25.63 $275K - $367K
ATER
Aterian, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
12,000
$3.12 - $17.98 $37.4K - $216K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
2,000
$232.8 - $286.37 $466K - $573K
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Nov 15, 2021
785
$189.84 - $221.66 $149K - $174K
CAT
Caterpillar Inc

Industrials
Q3 2021 Filed on Nov 15, 2021
2,000
$189.84 - $221.66 $380K - $443K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
400
$145.08 - $221.87 $58K - $88.7K
L Brands Inc
Q3 2021 Filed on Nov 15, 2021
4,675
N/A
ATER
Aterian, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
500
$3.12 - $17.98 $1.56K - $8.99K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
448
$232.8 - $286.37 $104K - $128K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 15, 2021
1,110
$145.08 - $221.87 $161K - $246K
CCL
Carnival Corp

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
10,000
$24.78 - $31.31 $248K - $313K
NOW
Service Now, Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
1,254
$454.4 - $562.63 $570K - $706K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
2,105
$159.9 - $177.87 $337K - $374K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
200
$1307.19 - $1550.34 $261K - $310K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 04, 2021
200
$159.9 - $177.87 $32K - $35.6K
PLTR
Palantir Technologies Inc.

Technology
Q2 2021 Filed on Aug 04, 2021
19,900
$18.37 - $27.38 $366K - $545K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
2,200
$205.33 - $248.59 $452K - $547K
CRM
Salesforce, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
2,400
$205.33 - $248.59 $493K - $597K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
10,000
$80.89 - $136.47 $809K - $1.36M
NFLX
Netflix Inc

Communication Services
Q4 2020 Filed on Feb 04, 2021
10,261
$470.5 - $554.09 $4.83M - $5.69M
FSLY
Fastly, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
600
$63.51 - $128.83 $38.1K - $77.3K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 04, 2021
10,000
$56.65 - $64.55 $567K - $646K
FSLY
Fastly, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
1,755
$63.51 - $128.83 $111K - $226K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2020 Filed on Feb 04, 2021
29,439
N/A
LRCX
Lam Research Corp

Technology
Q3 2020 Filed on Oct 19, 2020
1,000
$293.99 - $384.96 $294K - $385K
AKAM
Akamai Technologies Inc

Technology
Q3 2020 Filed on Oct 19, 2020
1,795
$104.11 - $119.57 $187K - $215K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q3 2020 Filed on Oct 19, 2020
10,665
$49.8 - $57.67 $531K - $615K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2020 Filed on Oct 19, 2020
5,000
$14.96 - $23.86 $74.8K - $119K
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2020 Filed on Oct 19, 2020
5,000
$14.96 - $23.86 $74.8K - $119K
Cerner Corp
Q3 2020 Filed on Oct 19, 2020
7,220
N/A
Track This Portfolio

Track Wealth Advisors, Inc. Portfolio

Follow Wealth Advisors, 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 Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email