Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MSCI
Msci Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
120
$579.3 - $675.15 $69.5K - $81K
MOS
Mosaic CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
38
$33.62 - $42.47 $1.28K - $1.61K
LIN
Linde PLC

Basic Materials
Q4 2021 Filed on Apr 21, 2022
66
$294.65 - $346.43 $19.4K - $22.9K
LMT
Lockheed Martin Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
68
$326.31 - $376.33 $22.2K - $25.6K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
178
$152.65 - $175.02 $27.2K - $31.2K
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
15
$586.54 - $666.48 $8.8K - $10K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
39
$370.57 - $477.91 $14.5K - $18.6K
LYFT
Lyft, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
100
$37.46 - $56.26 $3.75K - $5.63K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
2
$84.55 - $99.46 $169 - $199
M
Macy'S, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
48
$22.21 - $37.37 $1.07K - $1.79K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
39
$75.2 - $88.55 $2.93K - $3.45K
MAIN
Main Street Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
482
$41.35 - $46.61 $19.9K - $22.5K
MFC
Manulife Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,099
$17.93 - $20.54 $19.7K - $22.6K
LIT
Global X Fds Global X Lithium

ETFs
Q4 2021 Filed on Apr 21, 2022
159
$78.69 - $96.31 $12.5K - $15.3K
MELI
Mercadolibre Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
66
$1052.95 - $1709.98 $69.5K - $113K
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
299
$38.3 - $50.37 $11.5K - $15.1K
Global X
Q4 2021 Filed on Apr 21, 2022
504
N/A
MNST
Monster Beverage Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
43
$81.06 - $96.04 $3.49K - $4.13K
NXPI
Nxp Semiconductors N.V.

Technology
Q4 2021 Filed on Apr 21, 2022
53
$183.1 - $238.9 $9.7K - $12.7K
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
7
$207.24 - $275.3 $1.45K - $1.93K
CXW
Core Civic, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
100
$8.36 - $11.88 $836 - $1.19K
PSX
Phillips 66

Energy
Q4 2021 Filed on Apr 21, 2022
36
$68.67 - $83.73 $2.47K - $3.01K
DOC
Physicians Realty Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,250
$17.52 - $19.23 $21.9K - $24K
MUST
Columbia ETF Tr I Multi Sector

ETFs
Q4 2021 Filed on Apr 21, 2022
445
$22.28 - $22.55 $9.91K - $10K
COIN
Coinbase Global, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
318
$229.31 - $357.39 $72.9K - $114K
Pimco Dynamic
Q4 2021 Filed on Apr 21, 2022
500
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2021 Filed on Apr 21, 2022
325
$101.54 - $101.91 $33K - $33.1K
PHK
Pimco High Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,200
$5.98 - $6.46 $13.2K - $14.2K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q4 2021 Filed on Apr 21, 2022
150
$112.05 - $114.68 $16.8K - $17.2K
PINS
Pinterest, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
611
$34.93 - $62.68 $21.3K - $38.3K
CME
Cme Group Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
75
$194.71 - $231.97 $14.6K - $17.4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
33
$192.55 - $216.56 $6.35K - $7.15K
PII
Polaris Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
20
$102.55 - $132.2 $2.05K - $2.64K
PPL
Ppl Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
51
$27.83 - $30.06 $1.42K - $1.53K
PINC
Premier, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
200
$36.98 - $41.54 $7.4K - $8.31K
PFG
Principal Financial Group Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
234
$65.12 - $73.93 $15.2K - $17.3K
PGR
Progressive Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
20
$90.01 - $103.97 $1.8K - $2.08K
DBRG
Digital Bridge Group, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
4,181
$5.84 - $8.34 $24.4K - $34.9K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
173
$179.32 - $271.7 $31K - $47K
OXY
Occidental Petroleum Corp

Energy
Q4 2021 Filed on Apr 21, 2022
212
$26.98 - $35.36 $5.72K - $7.5K
ETRN
Equitrans Midstream Corp

Energy
Q4 2021 Filed on Apr 21, 2022
315
$9.38 - $11.32 $2.95K - $3.57K
OPI
Office Properties Income Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
745
$23.13 - $28.32 $17.2K - $21.1K
OHI
Omega Healthcare Investors Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
200
$27.42 - $31.63 $5.48K - $6.33K
OMC
Omnicom Group Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
35
$66.57 - $76.57 $2.33K - $2.68K
EPD
Enterprise Products Partners L.P.

Energy
Q4 2021 Filed on Apr 21, 2022
400
$20.73 - $24.69 $8.29K - $9.88K
OPRT
Oportun Financial Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
400
$19.46 - $27.74 $7.78K - $11.1K
OCC
Optical Cable Corp

Technology
Q4 2021 Filed on Apr 21, 2022
500
$3.66 - $6.44 $1.83K - $3.22K
ORCL
Oracle Corp

Technology
Q4 2021 Filed on Apr 21, 2022
247
$87.21 - $103.65 $21.5K - $25.6K
OTIS
Otis Worldwide Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
43
$79.72 - $87.07 $3.43K - $3.74K
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