Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMPS
Compass Pathways PLC

Healthcare
Q3 2021 Filed on Nov 10, 2021
88
$29.03 - $38.62 $2.55K - $3.4K
PSLV
Sprott Physical Silver Trust

Financial Services
Q3 2021 Filed on Nov 10, 2021
4,078
$7.5 - $9.38 $30.6K - $38.3K
LMND
Lemonade, Inc.

Financial Services
Q3 2021 Filed on Nov 10, 2021
46
$65.67 - $112.75 $3.02K - $5.19K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q3 2021 Filed on Nov 10, 2021
17
$90.32 - $98.18 $1.54K - $1.67K
HCAT
Health Catalyst, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
95
$49.57 - $58.15 $4.71K - $5.52K
FTHM
Fathom Holdings Inc.

Real Estate
Q3 2021 Filed on Nov 10, 2021
83
$25.3 - $34.89 $2.1K - $2.9K
TXG
10x Genomics, Inc.

Healthcare
Q3 2021 Filed on Nov 10, 2021
70
$145.58 - $192.14 $10.2K - $13.4K
CURI
Curiosity Stream Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
217
$10.37 - $14.62 $2.25K - $3.17K
Alexion Pharmaceutical Inc Com
Q3 2021 Filed on Nov 10, 2021
20
N/A
PHYS
Sprott Physical Gold Trust

Financial Services
Q3 2021 Filed on Nov 10, 2021
2,904
$13.6 - $14.47 $39.5K - $42K
RETA
Reata Pharmaceuticals Inc

Healthcare
Q3 2021 Filed on Nov 10, 2021
22
$100.0 - $143.02 $2.2K - $3.15K
Churchill Capital Corp Iv Com Cl A
Q3 2021 Filed on Nov 10, 2021
50
N/A
BB
Blackberry LTD

Technology
Q3 2021 Filed on Nov 10, 2021
36
$9.37 - $12.17 $337 - $438
SKLZ
Skillz Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
155
$9.82 - $20.39 $1.52K - $3.16K
VINP
Vinci Partners Investments Ltd.

Financial Services
Q3 2021 Filed on Nov 10, 2021
198
$12.09 - $14.45 $2.39K - $2.86K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Nov 10, 2021
100
$50.37 - $80.29 $5.04K - $8.03K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q3 2021 Filed on Nov 10, 2021
37
$69.51 - $92.41 $2.57K - $3.42K
OKTA
Okta, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
61
$210.72 - $285.35 $12.9K - $17.4K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2021 Filed on Aug 05, 2021
35
$210.08 - $246.6 $7.35K - $8.63K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2021 Filed on Aug 05, 2021
27
$54.96 - $61.83 $1.48K - $1.67K
Gw Pharmaceuticals Adr Sponsored
Q2 2021 Filed on Aug 05, 2021
5
N/A
TREX
Trex CO Inc

Industrials
Q2 2021 Filed on Aug 05, 2021
82
$93.91 - $109.95 $7.7K - $9.02K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
65
$15.72 - $19.62 $1.02K - $1.28K
LE
Lands' End, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 05, 2021
213
$20.98 - $41.05 $4.47K - $8.74K
Arclight Clean Transition Corp Com Cl A
Q2 2021 Filed on Aug 05, 2021
67
N/A
CTXR
Citius Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,000
$1.51 - $4.23 $1.51K - $4.23K
POWW
Ammo, Inc.

Industrials
Q2 2021 Filed on Aug 05, 2021
511
$5.99 - $9.79 $3.06K - $5K
SVRA
Savara Inc

Healthcare
Q2 2021 Filed on Aug 05, 2021
1,000
$1.51 - $2.29 $1.51K - $2.29K
The Valens Company Inc Com
Q2 2021 Filed on Aug 05, 2021
1,200
N/A
FSLY
Fastly, Inc.

Technology
Q2 2021 Filed on Aug 05, 2021
10
$39.98 - $71.92 $400 - $719
OPEN
Opendoor Technologies Inc.

Real Estate
Q2 2021 Filed on Aug 05, 2021
298
$14.15 - $21.96 $4.22K - $6.54K
Extreme Vehicle Battery Tech C Com
Q2 2021 Filed on Aug 05, 2021
2,500
N/A
Telephone & Data Systems Inc 7 Prf Sr Nts 15/03/2060
Q2 2021 Filed on Aug 05, 2021
159
N/A
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2021 Filed on May 03, 2021
32
$133.92 - $157.54 $4.29K - $5.04K
TRVN
Trevena Inc

Healthcare
Q1 2021 Filed on May 03, 2021
2,000
$1.77 - $2.93 $3.54K - $5.86K
Xiaomi Corporation Adr Unsponsored
Q1 2021 Filed on May 03, 2021
155
N/A
IPAR
Inter Parfums Inc

Consumer Defensive
Q1 2021 Filed on May 03, 2021
103
$59.17 - $76.75 $6.09K - $7.91K
FROG
J Frog LTD

Technology
Q1 2021 Filed on May 03, 2021
96
$43.38 - $69.93 $4.16K - $6.71K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2021 Filed on May 03, 2021
633
$8.12 - $8.97 $5.14K - $5.68K
U
Unity Software Inc.

Technology
Q1 2021 Filed on May 03, 2021
32
$90.88 - $155.86 $2.91K - $4.99K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 03, 2021
28
$241.17 - $318.09 $6.75K - $8.91K
RGLD
Royal Gold Inc

Basic Materials
Q1 2021 Filed on May 03, 2021
25
$102.15 - $111.05 $2.55K - $2.78K
Jaguar Health Inc Com
Q1 2021 Filed on May 03, 2021
1,300
N/A
United States Oil Fund LP Units ETF
Q1 2021 Filed on May 03, 2021
652
N/A
RDN
Radian Group Inc

Financial Services
Q4 2020 Filed on Feb 09, 2021
53
$14.94 - $20.49 $792 - $1.09K
SOUHY
South32 LTD Sponsored Adr(Aust

Basic Materials
Q4 2020 Filed on Feb 09, 2021
8
$7.05 - $10.03 $56.4 - $80.2
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q4 2020 Filed on Feb 09, 2021
7
$62.11 - $81.5 $435 - $571
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
1
$56.17 - $76.51 $56.2 - $76.5
PSEC
Prospect Capital Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
509
$4.95 - $5.6 $2.52K - $2.85K
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC 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 Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email