Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNR
New Senior Investment Group Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
4,002
N/A
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 26, 2021
33
$47.89 - $53.12 $1.58K - $1.75K
GL
Globe Life Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
25
$86.57 - $97.49 $2.16K - $2.44K
Maxim Integrated
Q3 2021 Filed on Oct 26, 2021
379
N/A
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
33
$29.39 - $33.29 $970 - $1.1K
KR
Kroger CO

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
46
$37.41 - $47.31 $1.72K - $2.18K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
250
$34.95 - $37.35 $8.74K - $9.34K
MCK
Mckesson Corp

Healthcare
Q3 2021 Filed on Oct 26, 2021
13
$188.42 - $208.66 $2.45K - $2.71K
Call 8 Original Bark CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
NFG
National Fuel Gas CO

Energy
Q3 2021 Filed on Oct 26, 2021
27
$49.82 - $54.28 $1.35K - $1.47K
Churchill Capital
Q3 2021 Filed on Oct 26, 2021
500
N/A
BNTX
Bio N Tech Se

Healthcare
Q3 2021 Filed on Oct 26, 2021
118
$205.93 - $447.23 $24.3K - $52.8K
Cimarex Energy
Q3 2021 Filed on Oct 26, 2021
33
N/A
PFPT
Proofpoint, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
N/A
SPAK
ETF Ser Solutions Defiance Nex
Q3 2021 Filed on Oct 26, 2021
125
N/A
Ashford Hospitality
Q3 2021 Filed on Oct 26, 2021
2,096
N/A
CXP
Columbia Property Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
626
N/A
PEGA
Pegasystems Inc

Technology
Q3 2021 Filed on Oct 26, 2021
10
$126.48 - $142.39 $1.26K - $1.42K
Call 8 Skillz Inc Cl A
Q3 2021 Filed on Oct 26, 2021
5
N/A
MRNA
Moderna, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
131
$221.9 - $484.47 $29.1K - $63.5K
ILMN
Illumina, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
4
$405.61 - $524.84 $1.62K - $2.1K
EAD
Allspring Income Opportunities Fund

Financial Services
Q3 2021 Filed on Oct 26, 2021
700
$8.59 - $9.15 $6.01K - $6.41K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
65
$133.13 - $149.49 $8.65K - $9.72K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q3 2021 Filed on Oct 26, 2021
1,850
$3.38 - $3.54 $6.25K - $6.55K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
75
$24.19 - $29.37 $1.81K - $2.2K
ADSK
Autodesk, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
11
$279.35 - $342.27 $3.07K - $3.76K
TQQQ
Proshares Ultrapro Qqq

ETFs
Q3 2021 Filed on Oct 26, 2021
22
$61.26 - $76.04 $1.35K - $1.67K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
91
$9.65 - $12.25 $878 - $1.11K
Call 7 Lion Electric CO
Q3 2021 Filed on Oct 26, 2021
5
N/A
General Electric
Q3 2021 Filed on Oct 26, 2021
27,876
N/A
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2021 Filed on Oct 26, 2021
14
$55.36 - $66.72 $775 - $934
ALGN
Align Technology Inc

Healthcare
Q3 2021 Filed on Oct 26, 2021
5
$595.56 - $729.92 $2.98K - $3.65K
INGR
Ingredion Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
20
$84.69 - $93.28 $1.69K - $1.87K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Oct 26, 2021
37
$79.11 - $86.51 $2.93K - $3.2K
DG
Dollar General Corp

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
15
$212.14 - $238.22 $3.18K - $3.57K
Call 5 Lennar Corp
Q2 2021 Filed on Aug 02, 2021
2
N/A
NBEVQ
Newage Inc. Com
Q2 2021 Filed on Aug 02, 2021
1,000
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Aug 02, 2021
598
$58.75 - $63.84 $35.1K - $38.2K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 02, 2021
169
$75.58 - $81.4 $12.8K - $13.8K
FSTA
Fidelity Covington Tr Msci Con

ETFs
Q2 2021 Filed on Aug 02, 2021
396
$41.47 - $43.59 $16.4K - $17.3K
FVAL
Fidelity Covington Tr Value Fa

ETFs
Q2 2021 Filed on Aug 02, 2021
236
$45.24 - $48.4 $10.7K - $11.4K
Call 6 Blackstone Group
Q2 2021 Filed on Aug 02, 2021
4
N/A
GGG
Graco Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
9
$71.18 - $78.6 $641 - $707
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
14
$49.55 - $57.22 $694 - $801
GRMN
Garmin LTD

Technology
Q2 2021 Filed on Aug 02, 2021
92
$132.51 - $145.38 $12.2K - $13.4K
FOXA
Fox Corp

Communication Services
Q2 2021 Filed on Aug 02, 2021
25
$36.31 - $38.83 $908 - $971
DCI
Donaldson CO Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
7
$58.7 - $64.99 $411 - $455
Flir Systems
Q2 2021 Filed on Aug 02, 2021
8
N/A
FISV
Fiserv Inc

Technology
Q2 2021 Filed on Aug 02, 2021
17
$106.59 - $126.55 $1.81K - $2.15K
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