Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $380 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Call 11 Gilead Sciences
Q4 2020 Filed on Jan 29, 2021
2
N/A
Bitauto Holdings
Q4 2020 Filed on Jan 29, 2021
1,400
N/A
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2020 Filed on Jan 29, 2021
15
$27.76 - $38.31 $416 - $575
AR
Antero Resources Corp

Energy
Q4 2020 Filed on Jan 29, 2021
1,385
$2.7 - $5.83 $3.74K - $8.07K
DDD
3 D Systems Corp

Technology
Q4 2020 Filed on Jan 29, 2021
40
$4.87 - $12.22 $195 - $489
Cedar Realty
Q4 2020 Filed on Jan 29, 2021
1,000
N/A
CLLS
Cellectis S.A.

Healthcare
Q4 2020 Filed on Jan 29, 2021
1,000
$15.87 - $31.64 $15.9K - $31.6K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2020 Filed on Jan 29, 2021
141
$25.71 - $39.57 $3.63K - $5.58K
CLNE
Clean Energy Fuels Corp.

Energy
Q4 2020 Filed on Jan 29, 2021
500
$2.42 - $8.53 $1.21K - $4.27K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 29, 2021
500
$24.68 - $28.48 $12.3K - $14.2K
Delphi Technologies
Q4 2020 Filed on Jan 29, 2021
10
N/A
Dunkin Brands
Q4 2020 Filed on Jan 29, 2021
116
N/A
Alexion Pharmaceuticals
Q4 2020 Filed on Jan 29, 2021
200
N/A
CLVS
Clovis Oncology, Inc.

Healthcare
Q4 2020 Filed on Jan 29, 2021
5,000
$4.13 - $6.41 $20.7K - $32.1K
ARLO
Arlo Technologies, Inc.

Industrials
Q4 2020 Filed on Jan 29, 2021
100
$4.46 - $8.58 $446 - $858
RGT
Royce Global Value Trust, Inc.

Financial Services
Q4 2020 Filed on Jan 29, 2021
4,090
$12.27 - $15.38 $50.2K - $62.9K
VER
Vereit, Inc.

Real Estate
Q4 2020 Filed on Jan 29, 2021
22,857
N/A
Livongo Health
Q4 2020 Filed on Jan 29, 2021
48
N/A
LTC
Ltc Properties Inc

Real Estate
Q4 2020 Filed on Jan 29, 2021
100
$32.44 - $40.19 $3.24K - $4.02K
NSC
Norfolk Southern Corp

Industrials
Q4 2020 Filed on Jan 29, 2021
30
$198.11 - $246.77 $5.94K - $7.4K
NCR
Ncr Corp

Technology
Q4 2020 Filed on Jan 29, 2021
0
$19.6 - $37.57 $0 - $0
Ubs Ag
Q4 2020 Filed on Jan 29, 2021
1,972
N/A
UWM
Proshares Ultra Russell 2000

ETFs
Q4 2020 Filed on Jan 29, 2021
200
$27.26 - $46.31 $5.45K - $9.26K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 29, 2021
0
$61.87 - $71.4 $0 - $0
Invesco Bulletshares
Q4 2020 Filed on Jan 29, 2021
3,956
N/A
Invesco Bulletshares
Q4 2020 Filed on Jan 29, 2021
7,758
N/A
Vyne Therapeutics
Q4 2020 Filed on Jan 29, 2021
359
N/A
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2020 Filed on Jan 29, 2021
51
$58.74 - $67.48 $3K - $3.44K
LITE
Lumentum Holdings Inc.

Technology
Q4 2020 Filed on Jan 29, 2021
25
$77.01 - $98.94 $1.93K - $2.47K
Tortoise Acquisition
Q4 2020 Filed on Jan 29, 2021
150
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2020 Filed on Jan 29, 2021
300
$70.5 - $80.65 $21.2K - $24.2K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q4 2020 Filed on Jan 29, 2021
272
$27.42 - $30.09 $7.46K - $8.18K
KC
Kingsoft Cloud Holdings LTD

Technology
Q4 2020 Filed on Jan 29, 2021
500
$29.05 - $49.5 $14.5K - $24.8K
NVTA
Invitae Corp

Healthcare
Q4 2020 Filed on Jan 29, 2021
1,000
$39.09 - $57.4 $39.1K - $57.4K
Call 7 Advanced Micro De
Q3 2020 Filed on Oct 27, 2020
5
N/A
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2020 Filed on Oct 27, 2020
5
$17.8 - $24.55 $89 - $123
Terraform Power
Q3 2020 Filed on Oct 27, 2020
108
N/A
SKYW
Skywest Inc

Industrials
Q3 2020 Filed on Oct 27, 2020
50
$26.31 - $35.46 $1.32K - $1.77K
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2020 Filed on Oct 27, 2020
100
$125.85 - $153.29 $12.6K - $15.3K
UAA
Under Armour, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 27, 2020
100
$9.18 - $12.23 $918 - $1.22K
Aimmune Therapeutics
Q3 2020 Filed on Oct 27, 2020
200
N/A
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2020 Filed on Oct 27, 2020
125
$166.29 - $188.98 $20.8K - $23.6K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q3 2020 Filed on Oct 27, 2020
23
$34.56 - $38.91 $795 - $895
Anworth Mortgage
Q3 2020 Filed on Oct 27, 2020
108,340
N/A
ARTNA
Artesian Resources Corp

Utilities
Q3 2020 Filed on Oct 27, 2020
165
$33.11 - $37.65 $5.46K - $6.21K
Ashford Hospitality Tr
Q3 2020 Filed on Oct 27, 2020
13,000
N/A
Tsakos Energy
Q3 2020 Filed on Oct 27, 2020
360
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 27, 2020
170
$165.52 - $200.94 $28.1K - $34.2K
AX
Axos Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 27, 2020
3,150
$19.55 - $25.38 $61.6K - $79.9K
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