Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LOB
Live Oak Bancshares, Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
268
$50.89 - $91.03 $13.6K - $24.4K
Nuance Communications Inc Com
Q1 2022 Filed on Apr 26, 2022
56
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 26, 2022
62
$44.64 - $55.71 $2.77K - $3.45K
AMPL
Amplitude, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
394
$15.44 - $52.9 $6.08K - $20.8K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
Q1 2022 Filed on Apr 26, 2022
100
$15.04 - $20.97 $1.5K - $2.1K
ADYEY
Adyen N V (Netherlands)

Technology
Q1 2022 Filed on Apr 26, 2022
391
$15.73 - $26.7 $6.15K - $10.4K
Silverbox Engaged Merger Corp Com Cl A
Q1 2022 Filed on Apr 26, 2022
500
N/A
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 26, 2022
167
$41.74 - $45.45 $6.97K - $7.59K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 26, 2022
81
$238.66 - $350.42 $19.3K - $28.4K
Sayona Mining Limited Com
Q1 2022 Filed on Apr 26, 2022
140
N/A
88 Energy LTD Com
Q1 2022 Filed on Apr 26, 2022
94,000
N/A
NOW
Service Now, Inc.

Technology
Q1 2022 Filed on Apr 26, 2022
34
$484.42 - $630.14 $16.5K - $21.4K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2022 Filed on Apr 26, 2022
76
$134.94 - $161.48 $10.3K - $12.3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q1 2022 Filed on Apr 26, 2022
7
$126.23 - $160.32 $884 - $1.12K
GRPN
Groupon, Inc.

Communication Services
Q1 2022 Filed on Apr 26, 2022
515
$17.0 - $30.54 $8.76K - $15.7K
HUBS
Hubspot Inc

Technology
Q1 2022 Filed on Apr 26, 2022
29
$385.67 - $607.59 $11.2K - $17.6K
Cree Inc Com
Q4 2021 Filed on Feb 04, 2022
99
N/A
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2021 Filed on Feb 04, 2022
66
$77.3 - $105.0 $5.1K - $6.93K
Fireeye Inc Com
Q4 2021 Filed on Feb 04, 2022
99
N/A
EVBG
Everbridge, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
40
$63.0 - $160.29 $2.52K - $6.41K
PLTR
Palantir Technologies Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
579
$17.96 - $26.75 $10.4K - $15.5K
NG
Novagold Resources Inc

Basic Materials
Q4 2021 Filed on Feb 04, 2022
378
$6.55 - $8.2 $2.48K - $3.1K
Inventrust Properties Corp Nsa
Q4 2021 Filed on Feb 04, 2022
1,000
N/A
SE
Sea LTD

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
92
$205.68 - $366.99 $18.9K - $33.8K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q4 2021 Filed on Feb 04, 2022
1,235
$73.83 - $89.84 $91.2K - $111K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
36
$44.65 - $81.34 $1.61K - $2.93K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
58
$64.2 - $142.68 $3.72K - $8.28K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 04, 2022
24
$111.22 - $196.03 $2.67K - $4.7K
GSHD
Goosehead Insurance, Inc.

Financial Services
Q4 2021 Filed on Feb 04, 2022
33
$122.51 - $177.3 $4.04K - $5.85K
ESTC
Elastic N.V.

Technology
Q4 2021 Filed on Feb 04, 2022
85
$110.55 - $186.78 $9.4K - $15.9K
Docebo Inc Com
Q4 2021 Filed on Feb 04, 2022
68
N/A
Cloudera Inc Com
Q4 2021 Filed on Feb 04, 2022
1,870
N/A
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 04, 2022
163
$62.76 - $108.07 $10.2K - $17.6K
IZRL
Ark ETF Tr Israel Innovative T

ETFs
Q4 2021 Filed on Feb 04, 2022
3,312
$27.31 - $31.95 $90.5K - $106K
LSPD
Lightspeed Commerce Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
427
$38.89 - $101.21 $16.6K - $43.2K
REAL
The Real Real, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
190
$10.14 - $16.89 $1.93K - $3.21K
WTRH
Waitr Holdings Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
35
$0.74 - $2.05 $25.9 - $71.8
E Digital Corp Com Delisted
Q4 2021 Filed on Feb 04, 2022
714
N/A
ZG
Zillow Group, Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
99
$86.88 - $121.5 $8.6K - $12K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Nov 10, 2021
29
$257.41 - $401.12 $7.46K - $11.6K
APPN
Appian Corp

Technology
Q3 2021 Filed on Nov 10, 2021
59
$91.98 - $138.15 $5.43K - $8.15K
RDFN
Redfin Corp

Real Estate
Q3 2021 Filed on Nov 10, 2021
49
$45.48 - $64.57 $2.23K - $3.16K
MELI
Mercadolibre Inc

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
4
$1497.27 - $1953.83 $5.99K - $7.82K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
51
$130.0 - $154.32 $6.63K - $7.87K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q3 2021 Filed on Nov 10, 2021
23
$60.41 - $67.15 $1.39K - $1.54K
TWLO
Twilio Inc

Communication Services
Q3 2021 Filed on Nov 10, 2021
32
$312.8 - $409.84 $10K - $13.1K
NVTA
Invitae Corp

Healthcare
Q3 2021 Filed on Nov 10, 2021
147
$24.31 - $33.6 $3.57K - $4.94K
WIX
Wix.Com Ltd.

Technology
Q3 2021 Filed on Nov 10, 2021
34
$193.88 - $304.71 $6.59K - $10.4K
BETZ
Listed Fds Trroundhill Sports
Q3 2021 Filed on Nov 10, 2021
98
N/A
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