Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CDNS
Cadence Design Systems Inc

Technology
Q1 2022 Filed on May 09, 2022
28
$134.95 - $183.16 $3.78K - $5.13K
CAH
Cardinal Health Inc

Healthcare
Q1 2022 Filed on May 09, 2022
61
$50.56 - $57.96 $3.08K - $3.54K
KMX
Carmax Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
991
$96.48 - $127.01 $95.6K - $126K
CCL
Carnival Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
812
$15.53 - $23.31 $12.6K - $18.9K
Cerner Corp Com
Q1 2022 Filed on May 09, 2022
38
N/A
CNP
Centerpoint Energy Inc

Utilities
Q1 2022 Filed on May 09, 2022
166
$26.49 - $30.8 $4.4K - $5.11K
CNC
Centene Corp

Healthcare
Q1 2022 Filed on May 09, 2022
548
$75.34 - $87.98 $41.3K - $48.2K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
68
$133.62 - $173.82 $9.09K - $11.8K
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 09, 2022
20
$164.78 - $208.13 $3.3K - $4.16K
CDK
Cdk Global, Inc.

Technology
Q1 2022 Filed on May 09, 2022
353
$41.57 - $49.26 $14.7K - $17.4K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
266
$84.85 - $110.3 $22.6K - $29.3K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
35
$112.94 - $128.46 $3.95K - $4.5K
CTLT
Catalent, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
80
$94.19 - $124.49 $7.54K - $9.96K
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 09, 2022
633
$42.91 - $53.82 $27.2K - $34.1K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
53
$88.21 - $110.95 $4.68K - $5.88K
CMPS
Compass Pathways PLC

Healthcare
Q1 2022 Filed on May 09, 2022
845
$11.13 - $23.04 $9.4K - $19.5K
DFS
Discover Financial Services

Financial Services
Q1 2022 Filed on May 09, 2022
102
$101.35 - $129.4 $10.3K - $13.2K
DLR
Digital Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
86
$132.23 - $175.09 $11.4K - $15.1K
FANG
Diamondback Energy, Inc.

Energy
Q1 2022 Filed on May 09, 2022
165
$111.84 - $146.51 $18.5K - $24.2K
DXCM
Dexcom Inc

Healthcare
Q1 2022 Filed on May 09, 2022
20
$94.08 - $130.2 $1.88K - $2.6K
DVN
Devon Energy Corp

Energy
Q1 2022 Filed on May 09, 2022
521
$45.57 - $62.5 $23.7K - $32.6K
DAL
Delta Air Lines, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
371
$30.11 - $44.49 $11.2K - $16.5K
DE
Deere & CO

Industrials
Q1 2022 Filed on May 09, 2022
102
$337.52 - $436.45 $34.4K - $44.5K
DVA
Davita Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
22
$108.37 - $120.0 $2.38K - $2.64K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
14
$117.79 - $151.6 $1.65K - $2.12K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,614
$74.51 - $105.72 $120K - $171K
Discovery Inc Com Ser A
Q1 2022 Filed on May 09, 2022
87
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
99
$23.88 - $30.4 $2.36K - $3.01K
DISH
Dish Network Corp

Communication Services
Q1 2022 Filed on May 09, 2022
52
$27.57 - $36.37 $1.43K - $1.89K
DTM
Dt Midstream, Inc.

Energy
Q1 2022 Filed on May 09, 2022
10
$48.56 - $57.35 $486 - $574
DBX
Dropbox, Inc.

Technology
Q1 2022 Filed on May 09, 2022
491
$20.35 - $25.34 $9.99K - $12.4K
Draftkings Inc Com Cl A
Q1 2022 Filed on May 09, 2022
161
N/A
DOV
Dover Corp

Industrials
Q1 2022 Filed on May 09, 2022
44
$146.19 - $182.92 $6.43K - $8.05K
DSL
Double Line Income Solutions Fund

Financial Services
Q1 2022 Filed on May 09, 2022
5,000
$13.66 - $16.45 $68.3K - $82.3K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
2
$386.18 - $553.22 $772 - $1.11K
D
Dominion Energy, Inc

Utilities
Q1 2022 Filed on May 09, 2022
152
$77.16 - $85.43 $11.7K - $13K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
61
$126.23 - $160.32 $7.7K - $9.78K
DG
Dollar General Corp

Consumer Defensive
Q1 2022 Filed on May 09, 2022
145
$188.34 - $238.27 $27.3K - $34.5K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 09, 2022
113
$73.24 - $157.01 $8.28K - $17.7K
CBAY
Cyma Bay Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
550
$2.77 - $3.64 $1.52K - $2K
CYCN
Cyclerion Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
10
$0.96 - $1.78 $9.6 - $17.8
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
586
$1.46 - $2.48 $856 - $1.45K
GLW
Corning Inc

Technology
Q1 2022 Filed on May 09, 2022
111
$35.06 - $42.95 $3.89K - $4.77K
CPRT
Copart Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
48
$108.85 - $146.95 $5.22K - $7.05K
COO
Cooper Companies, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
3
$379.46 - $424.54 $1.14K - $1.27K
WISH
Context Logic Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
25
$1.7 - $3.22 $42.5 - $80.5
CNTX
Context Therapeutics Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
600
$1.72 - $2.82 $1.03K - $1.69K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
745
$212.39 - $254.6 $158K - $190K
ED
Consolidated Edison Inc

Utilities
Q1 2022 Filed on May 09, 2022
733
$81.08 - $94.73 $59.4K - $69.4K
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