Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EGP
Eastgroup Properties Inc

Real Estate
Q2 2021 Filed on Aug 02, 2021
4
$147.48 - $170.97 $590 - $684
FCOM
Fidelity Covington Tr Msci Com

ETFs
Q2 2021 Filed on Aug 02, 2021
335
$50.05 - $54.92 $16.8K - $18.4K
EA
Electronic Arts Inc.

Communication Services
Q2 2021 Filed on Aug 02, 2021
6
$137.06 - $148.55 $822 - $891
LLY
Eli Lilly & CO

Healthcare
Q2 2021 Filed on Aug 02, 2021
43
$180.55 - $233.54 $7.76K - $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2021 Filed on Aug 02, 2021
296
$103.96 - $118.18 $30.8K - $35K
CTEC
Global X Fds Cleantech ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
250
$16.9 - $22.16 $4.23K - $5.54K
Call 7 Ishares Dj Us Hom
Q2 2021 Filed on Aug 02, 2021
1
N/A
Call 6 Toll Brothers Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
2
$311.22 - $384.07 $622 - $768
HUBS
Hubspot Inc

Technology
Q2 2021 Filed on Aug 02, 2021
9
$472.71 - $596.44 $4.25K - $5.37K
ZBRA
Zebra Technologies Corp

Technology
Q2 2021 Filed on Aug 02, 2021
10
$464.39 - $536.06 $4.64K - $5.36K
SEIC
Sei Investments CO

Financial Services
Q2 2021 Filed on Aug 02, 2021
17
$56.08 - $64.45 $953 - $1.1K
SEEL
Seelos Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
4,240
$2.64 - $6.32 $11.2K - $26.8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
Q2 2021 Filed on Aug 02, 2021
169
$51.28 - $52.56 $8.67K - $8.88K
SCHQ
Schwab Strategic Tr Long Term

ETFs
Q2 2021 Filed on Aug 02, 2021
31
$47.35 - $50.59 $1.47K - $1.57K
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
2
$361.2 - $412.36 $722 - $825
RIO
Rio Tinto PLC

Basic Materials
Q2 2021 Filed on Aug 02, 2021
4
$77.98 - $94.65 $312 - $379
SHAK
Shake Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$79.48 - $119.0 $3.18K - $4.76K
RELX
Relx PLC

Communication Services
Q2 2021 Filed on Aug 02, 2021
53
$25.53 - $27.25 $1.35K - $1.44K
RGA
Reinsurance Group Of America Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$112.61 - $134.43 $563 - $672
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
7
$51.36 - $56.71 $360 - $397
BWX
Spdr Bloomberg International T

ETFs
Q2 2021 Filed on Aug 02, 2021
50
$29.28 - $30.06 $1.46K - $1.5K
GNR
Spdr S&P Global Natural Resour

ETFs
Q2 2021 Filed on Aug 02, 2021
202
$50.55 - $56.39 $10.2K - $11.4K
WWD
Woodward, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
5
$117.57 - $129.93 $588 - $650
WAT
Waters Corp

Healthcare
Q2 2021 Filed on Aug 02, 2021
2
$284.72 - $346.95 $569 - $694
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2021 Filed on Aug 02, 2021
100
$30.66 - $32.17 $3.07K - $3.22K
VLO
Valero Energy Corp

Energy
Q2 2021 Filed on Aug 02, 2021
11
$68.48 - $84.39 $753 - $928
CLF
Cleveland Cliffs Inc.

Basic Materials
Q2 2021 Filed on Aug 02, 2021
0
$16.6 - $24.44 $0 - $0
UL
Unilever PLC

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
39
$55.86 - $61.05 $2.18K - $2.38K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
35
$17.47 - $19.38 $611 - $678
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
200
$56.4 - $67.65 $11.3K - $13.5K
TFX
Teleflex Inc

Healthcare
Q2 2021 Filed on Aug 02, 2021
1
$385.96 - $443.85 $386 - $444
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
156
$96.47 - $109.38 $15K - $17.1K
Call 6 Cisco Systems Inc
Q2 2021 Filed on Aug 02, 2021
2
N/A
RJF
Raymond James Financial Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
5
$82.71 - $91.09 $414 - $455
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q2 2021 Filed on Aug 02, 2021
85
$40.95 - $41.72 $3.48K - $3.55K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q2 2021 Filed on Aug 02, 2021
130
$54.57 - $54.92 $7.09K - $7.14K
IRBT
Irobot Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
40
$92.19 - $123.86 $3.69K - $4.95K
INVH
Invitation Homes Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
100
$32.35 - $37.95 $3.24K - $3.8K
Call 4 Vodafone Group Pl
Q2 2021 Filed on Aug 02, 2021
12
N/A
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
1,700
$17.26 - $20.1 $29.3K - $34.2K
Call 5 Cvs Health Corp
Q2 2021 Filed on Aug 02, 2021
1
N/A
ING
Ing Groep Nv

Financial Services
Q2 2021 Filed on Aug 02, 2021
32
$12.02 - $14.21 $385 - $455
INFI
Infinity Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
12,000
$2.66 - $3.47 $31.9K - $41.6K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
6
$203.89 - $222.66 $1.22K - $1.34K
Call 4 Astrazeneca PLC
Q2 2021 Filed on Aug 02, 2021
1
N/A
JKHY
Henry Jack & Associates Inc

Technology
Q2 2021 Filed on Aug 02, 2021
3
$153.58 - $169.59 $461 - $509
KEX
Kirby Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
16
$59.62 - $69.96 $954 - $1.12K
PB
Prosperity Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 02, 2021
11
$69.86 - $77.29 $768 - $850
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