Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TWOU
2 U, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
92
$9.03 - $20.93 $831 - $1.93K
TURN
180 Degree Capital Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
11
$6.68 - $7.71 $73.5 - $84.8
AES
Aes Corp

Utilities
Q1 2022 Filed on May 09, 2022
165
$20.55 - $25.73 $3.39K - $4.25K
AFRM
Affirm Holdings, Inc.

Technology
Q1 2022 Filed on May 09, 2022
212
$26.22 - $95.21 $5.56K - $20.2K
AFL
Aflac Inc

Financial Services
Q1 2022 Filed on May 09, 2022
234
$58.27 - $66.04 $13.6K - $15.5K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
134
$76.76 - $137.41 $10.3K - $18.4K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
62
$183.62 - $220.82 $11.4K - $13.7K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q1 2022 Filed on May 09, 2022
2,564
$33.68 - $38.62 $86.4K - $99K
ALC
Alcon Inc

Healthcare
Q1 2022 Filed on May 09, 2022
10
$71.65 - $87.13 $717 - $871
AA
Alcoa Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
11
$56.21 - $95.06 $618 - $1.05K
ALB
Albemarle Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
29
$172.09 - $246.0 $4.99K - $7.13K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
74
$43.69 - $60.31 $3.23K - $4.46K
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on May 09, 2022
38
$98.88 - $121.11 $3.76K - $4.6K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
75
$131.59 - $186.64 $9.87K - $14K
A
Agilent Technologies, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
269
$126.0 - $156.48 $33.9K - $42.1K
TXG
10x Genomics, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
35
$55.7 - $145.79 $1.95K - $5.1K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
44
$42.78 - $55.73 $1.88K - $2.45K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 09, 2022
323
$88.72 - $164.03 $28.7K - $53K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q1 2022 Filed on May 09, 2022
0
$12.57 - $13.73 $0 - $0
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
13,471
$12.88 - $15.31 $174K - $206K
BB
Blackberry LTD

Technology
Q1 2022 Filed on May 09, 2022
1,000
$5.94 - $9.37 $5.94K - $9.37K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2022 Filed on May 09, 2022
75
$74.28 - $92.69 $5.57K - $6.95K
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
118
$193.77 - $244.14 $22.9K - $28.8K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q1 2022 Filed on May 09, 2022
222
$36.17 - $70.83 $8.03K - $15.7K
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
127
$88.63 - $110.14 $11.3K - $14K
WRB
Berkley W R Corp

Financial Services
Q1 2022 Filed on May 09, 2022
176
$54.17 - $67.08 $9.53K - $11.8K
BENE
Benessere Capital Acquisition Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
37
$10.16 - $10.26 $376 - $380
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
11
$1817.16 - $2703.26 $20K - $29.7K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
65
$35.02 - $49.88 $2.28K - $3.24K
BXP
Boston Properties Inc

Real Estate
Q1 2022 Filed on May 09, 2022
68
$110.47 - $132.51 $7.51K - $9.01K
BZFD
Buzz Feed, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
860
$3.73 - $5.29 $3.21K - $4.55K
Bryn Mawr Bk Corp Com
Q1 2022 Filed on May 09, 2022
156
N/A
BFB
Brown Forman Corp Cl B
Q1 2022 Filed on May 09, 2022
46
N/A
BRO
Brown & Brown, Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
5
$61.13 - $72.71 $306 - $364
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q1 2022 Filed on May 09, 2022
11
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,610
$52.13 - $60.52 $83.9K - $97.4K
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2022 Filed on May 09, 2022
51
$140.89 - $180.95 $7.19K - $9.23K
BP
Bp PLC

Energy
Q1 2022 Filed on May 09, 2022
1,315
$27.37 - $33.34 $36K - $43.8K
BOX
Box Inc

Technology
Q1 2022 Filed on May 09, 2022
536
$24.38 - $29.52 $13.1K - $15.8K
BSX
Boston Scientific Corp

Healthcare
Q1 2022 Filed on May 09, 2022
1,902
$40.9 - $45.1 $77.8K - $85.8K
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 09, 2022
388
$243.64 - $270.48 $94.5K - $105K
BAX
Baxter International Inc

Healthcare
Q1 2022 Filed on May 09, 2022
178
$76.85 - $89.45 $13.7K - $15.9K
ATOM
Atomera Inc

Technology
Q1 2022 Filed on May 09, 2022
292
$10.83 - $20.29 $3.16K - $5.92K
ATO
Atmos Energy Corp

Utilities
Q1 2022 Filed on May 09, 2022
3
$102.32 - $120.37 $307 - $361
ATCO
Atlas Corp.

Financial Services
Q1 2022 Filed on May 09, 2022
500
$13.72 - $16.06 $6.86K - $8.03K
ATAI
Atai Life Sciences N.V.

Healthcare
Q1 2022 Filed on May 09, 2022
615
$4.66 - $7.66 $2.87K - $4.71K
ASTR
Astra Space, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
200
$3.07 - $6.75 $614 - $1.35K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on May 09, 2022
356
$38.15 - $63.26 $13.6K - $22.5K
ANET
Arista Networks, Inc.

Technology
Q1 2022 Filed on May 09, 2022
24
$114.45 - $142.24 $2.75K - $3.41K
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email