Alta Wealth Advisors LLC Closed Holding Positions

Alta Wealth Advisors LLC

  • $219 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 28, 2022
5,332
$113.44 - $123.09 $605K - $656K
STOR
Store Capital Corp

Real Estate
Q2 2022 Filed on Jul 28, 2022
18,025
$24.79 - $30.66 $447K - $553K
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2022 Filed on Jul 28, 2022
2,770
$168.06 - $275.16 $466K - $762K
TSCO
Tractor Supply CO

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
1,335
$170.53 - $237.38 $228K - $317K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2022 Filed on Jul 28, 2022
2,661
$132.36 - $163.65 $352K - $435K
C
Citigroup Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
27,340
$45.69 - $54.09 $1.25M - $1.48M
BBY
Best Buy CO Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
4,821
$65.19 - $97.79 $314K - $471K
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q2 2022 Filed on Jul 28, 2022
3,000
$45.8 - $85.4 $137K - $256K
KMX
Carmax Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
2,263
$85.76 - $103.17 $194K - $233K
X
United States Steel Corp

Basic Materials
Q2 2022 Filed on Jul 28, 2022
6,085
$17.91 - $37.83 $109K - $230K
ANNX
Annexon, Inc.

Healthcare
Q1 2022 Filed on Apr 27, 2022
10,158
$2.73 - $11.94 $27.7K - $121K
SNAP
Snap Inc

Communication Services
Q1 2022 Filed on Apr 27, 2022
80,625
$24.5 - $46.59 $1.98M - $3.76M
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
2,753
$131.59 - $186.64 $362K - $514K
TEAM
Atlassian Corp PLC

Technology
Q1 2022 Filed on Apr 27, 2022
3,813
$238.66 - $350.42 $910K - $1.34M
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
3,493
$89.34 - $157.99 $312K - $552K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
5,157
$90.52 - $124.19 $467K - $640K
GRTS
Gritstone Bio, Inc.

Healthcare
Q1 2022 Filed on Apr 27, 2022
12,371
$4.03 - $12.19 $49.9K - $151K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
16,959
$10.43 - $18.53 $177K - $314K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
8,147
$87.78 - $223.31 $715K - $1.82M
RGEN
Repligen Corp

Healthcare
Q1 2022 Filed on Apr 27, 2022
1,368
$161.19 - $257.96 $221K - $353K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
11,281
$13.3 - $36.3 $150K - $410K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
3,216
$73.94 - $95.82 $238K - $308K
GWRE
Guidewire Software, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
1,806
$84.2 - $113.29 $152K - $205K
PAY
Paymentus Holdings, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
10,200
$17.75 - $34.03 $181K - $347K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
6,217
$63.26 - $108.62 $393K - $675K
FVRR
Fiverr International Ltd.

Communication Services
Q4 2021 Filed on Feb 14, 2022
2,559
$111.22 - $196.03 $285K - $502K
SDGR
Schrodinger, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
5,292
$33.38 - $59.25 $177K - $314K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
2,456
$181.81 - $285.66 $447K - $702K
Draftkings Inc
Q4 2021 Filed on Feb 14, 2022
13,486
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2021 Filed on Feb 14, 2022
8,111
$53.0 - $103.63 $430K - $841K
WEX
Wex Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
2,021
$123.68 - $196.26 $250K - $397K
LPSN
Liveperson Inc

Technology
Q4 2021 Filed on Feb 14, 2022
13,192
$33.86 - $60.92 $447K - $804K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
6,329
$87.43 - $154.29 $553K - $977K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
1,523
$135.05 - $182.59 $206K - $278K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
4,131
$46.21 - $73.43 $191K - $303K
RDFN
Redfin Corp

Real Estate
Q4 2021 Filed on Feb 14, 2022
4,973
$37.95 - $53.56 $189K - $266K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
7,420
$57.28 - $81.19 $425K - $602K
PINS
Pinterest, Inc.

Communication Services
Q3 2021 Filed on Oct 13, 2021
2,686
$50.37 - $80.29 $135K - $216K
ERIC
Ericsson Lm Telephone CO

Technology
Q3 2021 Filed on Oct 13, 2021
22,025
$10.98 - $13.29 $242K - $293K
SKLZ
Skillz Inc.

Communication Services
Q3 2021 Filed on Oct 13, 2021
31,220
$9.82 - $20.39 $307K - $637K
GRAY
Graybug Vision, Inc.

Healthcare
Q3 2021 Filed on Oct 13, 2021
10,771
$3.18 - $5.17 $34.3K - $55.7K
SGEN
Seagen Inc.

Healthcare
Q3 2021 Filed on Oct 13, 2021
1,390
$142.45 - $169.82 $198K - $236K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q3 2021 Filed on Oct 13, 2021
7,852
$21.38 - $36.17 $168K - $284K
SPLK
Splunk Inc

Technology
Q2 2021 Filed on Aug 02, 2021
2,371
$111.98 - $148.38 $266K - $352K
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on Apr 20, 2021
1,528
$178.17 - $222.18 $272K - $339K
GLW
Corning Inc

Technology
Q1 2021 Filed on Apr 20, 2021
25,748
$34.92 - $43.6 $899K - $1.12M
Ishares Gold Trust
Q1 2021 Filed on Apr 20, 2021
43,123
N/A
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 20, 2021
13,891
$11.34 - $30.75 $158K - $427K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on Apr 20, 2021
1,207
$192.84 - $265.16 $233K - $320K
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