Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
5,180
$15.39 - $20.12 $79.7K - $104K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$122.0 - $138.86 $24.4K - $27.8K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
200
$47.2 - $61.06 $9.44K - $12.2K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$115.43 - $146.63 $11.5K - $14.7K
ZTS
Zoetis Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
145
$193.69 - $247.03 $28.1K - $35.8K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
69
$181.81 - $285.66 $12.5K - $19.7K
ZNGA
Zynga Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
SRCL
Stericycle Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
166
$56.45 - $69.95 $9.37K - $11.6K
AZN
Astrazeneca PLC

Healthcare
Q4 2021 Filed on Apr 21, 2022
103
$54.02 - $63.83 $5.56K - $6.57K
BEPC
Brookfield Renewable Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
79
$33.76 - $42.58 $2.67K - $3.36K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Apr 21, 2022
171
$37.77 - $40.6 $6.46K - $6.94K
LPTH
Lightpath Technologies Inc

Technology
Q4 2021 Filed on Apr 21, 2022
3,206
$1.76 - $2.44 $5.64K - $7.82K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
4,000
$9.48 - $10.7 $37.9K - $42.8K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
19
$1592.1 - $1863.0 $30.2K - $35.4K
CB
Chubb LTD

Financial Services
Q4 2021 Filed on Apr 21, 2022
44
$173.61 - $196.09 $7.64K - $8.63K
CIEN
Ciena Corp

Technology
Q4 2021 Filed on Apr 21, 2022
750
$51.73 - $77.6 $38.8K - $58.2K
CFG
Citizens Financial Group Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
34
$44.49 - $51.04 $1.51K - $1.74K
CTXS
Citrix Systems Inc

Technology
Q4 2021 Filed on Apr 21, 2022
12
$78.72 - $108.43 $945 - $1.3K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q4 2021 Filed on Apr 21, 2022
56
$41.19 - $46.32 $2.31K - $2.59K
CMS
Cms Energy Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
51
$58.85 - $65.41 $3K - $3.34K
Exchange Traded
Q4 2021 Filed on Apr 21, 2022
209
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
41
$74.42 - $85.34 $3.05K - $3.5K
EVGO
E Vgo Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
500
$7.65 - $19.23 $3.83K - $9.62K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Apr 21, 2022
1,706
$47.71 - $57.4 $81.4K - $97.9K
CNDT
Conduent Inc

Technology
Q4 2021 Filed on Apr 21, 2022
275
$5.0 - $7.11 $1.38K - $1.96K
ED
Consolidated Edison Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
947
$71.6 - $85.32 $67.8K - $80.8K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
Q4 2021 Filed on Apr 21, 2022
251
$24.74 - $25.3 $6.21K - $6.35K
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2021 Filed on Apr 21, 2022
50
$179.37 - $211.42 $8.97K - $10.6K
CHWY
Chewy, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
1,030
$51.76 - $79.62 $53.3K - $82K
CC
Chemours CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
47
$27.95 - $33.56 $1.31K - $1.58K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
258
$36.84 - $49.39 $9.5K - $12.7K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,897
$17.51 - $19.55 $33.2K - $37.1K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2021 Filed on Apr 21, 2022
75
$66.32 - $77.89 $4.97K - $5.84K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
2,909
$29.24 - $36.14 $85.1K - $105K
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,172
$8.73 - $15.27 $10.2K - $17.9K
CAH
Cardinal Health Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
93
$45.87 - $52.17 $4.27K - $4.85K
CTRE
Care Trust Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1
$19.83 - $22.85 $19.8 - $22.9
CSL
Carlisle Companies Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
12
$200.94 - $248.12 $2.41K - $2.98K
CARR
Carrier Global Corp

Industrials
Q4 2021 Filed on Apr 21, 2022
58
$50.3 - $57.15 $2.92K - $3.31K
SHV
Ishares Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
7
$110.39 - $110.47 $773 - $773
CAT
Caterpillar Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
272
$188.94 - $214.25 $51.4K - $58.3K
IDW
Idw Media Holdings, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
2,060
$1.95 - $3.34 $4.02K - $6.88K
IEP
Icahn Enterprises L.P.

Industrials
Q4 2021 Filed on Apr 21, 2022
1,626
$49.59 - $58.29 $80.6K - $94.8K
HITI
High Tide Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
761
$4.25 - $7.85 $3.23K - $5.97K
URA
Global X Uranium ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
406
$22.46 - $30.88 $9.12K - $12.5K
CHTR
Charter Communications, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
1
$605.55 - $747.79 $606 - $748
CHKP
Check Point Software Technologies LTD

Technology
Q4 2021 Filed on Apr 21, 2022
10
$109.26 - $123.86 $1.09K - $1.24K
DBX
Dropbox, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
159
$23.71 - $31.01 $3.77K - $4.93K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,000
$12.9 - $14.69 $38.7K - $44.1K
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