Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
STX
Seagate Technology Holdings PLC

Technology
Q4 2021 Filed on Apr 21, 2022
107
$79.01 - $115.0 $8.45K - $12.3K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$25.57 - $33.13 $5.11K - $6.63K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
494
$25.5 - $27.57 $12.6K - $13.6K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$31.08 - $31.92 $0 - $0
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$6.72 - $8.1 $53.8 - $64.8
GD
General Dynamics Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
27
$188.97 - $209.52 $5.1K - $5.66K
SPOT
Spotify Technology S.A.

Communication Services
Q4 2021 Filed on Apr 21, 2022
4
$221.91 - $300.95 $888 - $1.2K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
23
$166.95 - $218.76 $3.84K - $5.03K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q4 2021 Filed on Apr 21, 2022
496
$20.26 - $20.68 $10K - $10.3K
SHOP
Shopify Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
25
$128.22 - $169.06 $3.21K - $4.23K
GKOS
Glaukos Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$40.27 - $56.99 $4.03K - $5.7K
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2021 Filed on Apr 21, 2022
1,805
$47.04 - $48.28 $84.9K - $87.1K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
134
$38.88 - $45.31 $5.21K - $6.07K
IIVI
Ii Vi Inc

Technology
Q4 2021 Filed on Apr 21, 2022
250
$54.61 - $70.5 $13.7K - $17.6K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$24.17 - $25.36 $0 - $0
FCX
Freeport Mcmoran Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
321
$31.71 - $41.99 $10.2K - $13.5K
ICPT
Intercept Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
250
$14.28 - $19.53 $3.57K - $4.88K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
36
$114.7 - $138.81 $4.13K - $5K
O
Realty Income Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$63.81 - $71.97 $12.8K - $14.4K
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$44.57 - $55.81 $1.43K - $1.79K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
Q4 2021 Filed on Apr 21, 2022
665
$24.96 - $25.37 $16.6K - $16.9K
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
Q4 2021 Filed on Apr 21, 2022
100
$23.15 - $24.45 $2.32K - $2.45K
Invesco Bulletshares
Q4 2021 Filed on Apr 21, 2022
4,748
N/A
UPWK
Upwork, Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
25
$31.73 - $60.02 $793 - $1.5K
WTRG
Essential Utilities, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
106
$46.24 - $53.69 $4.9K - $5.69K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$30.22 - $33.49 $0 - $0
ES
Eversource Energy

Utilities
Q4 2021 Filed on Apr 21, 2022
54
$81.84 - $91.14 $4.42K - $4.92K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
651
$21.83 - $28.4 $14.2K - $18.5K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$54.44 - $58.74 $0 - $0
IRT
Independence Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
2,564
$20.65 - $25.83 $52.9K - $66.2K
EXC
Exelon Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
372
$33.93 - $41.2 $12.6K - $15.3K
EXAS
Exact Sciences Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
400
$72.5 - $100.68 $29K - $40.3K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$52.31 - $57.77 $0 - $0
FDL
First Tr Morningstar Dividend

ETFs
Q4 2021 Filed on Apr 21, 2022
710
$32.91 - $35.56 $23.4K - $25.2K
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
50
$66.03 - $111.64 $3.3K - $5.58K
Call 9 Philip Morris Int
Q3 2021 Filed on Oct 26, 2021
1
N/A
IPO
Renaissance Cap Greenwich Fds

ETFs
Q3 2021 Filed on Oct 26, 2021
75
$60.61 - $69.99 $4.55K - $5.25K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
44
$66.68 - $77.38 $2.93K - $3.4K
TFC
Truist Financial Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
41
$52.18 - $60.15 $2.14K - $2.47K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2021 Filed on Oct 26, 2021
78
$72.22 - $79.08 $5.63K - $6.17K
MMAC
Mma Capital Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
120
N/A
IT
Gartner Inc

Technology
Q3 2021 Filed on Oct 26, 2021
16
$248.43 - $324.69 $3.97K - $5.2K
ELME
Elme Communities
Q3 2021 Filed on Oct 26, 2021
0
N/A
FAAR
First Trust Vii Alternative Ab

ETFs
Q3 2021 Filed on Oct 26, 2021
500
$28.8 - $32.8 $14.4K - $16.4K
FDS
Factset Research Systems Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
15
$335.5 - $394.78 $5.03K - $5.92K
Call 7 Amazon Com Inc
Q3 2021 Filed on Oct 26, 2021
7
N/A
Quidel Corp
Q3 2021 Filed on Oct 26, 2021
600
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
2
$309.15 - $360.85 $618 - $722
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
53
$56.38 - $72.1 $2.99K - $3.82K
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