Amplius Wealth Advisors, LLC Closed Holding Positions

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
730
$32.42 - $42.66 $23.7K - $31.1K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 09, 2022
9,217
$43.71 - $54.29 $403K - $500K
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on May 09, 2022
433
$238.04 - $276.69 $103K - $120K
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
256
$31.2 - $50.48 $7.99K - $12.9K
VFC
V F Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
77
$51.78 - $75.76 $3.99K - $5.83K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 09, 2022
1,215
$52.65 - $63.25 $64K - $76.8K
URBN
Urban Outfitters Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,082
$23.96 - $29.99 $25.9K - $32.4K
UEC
Uranium Energy Corp

Energy
Q1 2022 Filed on May 09, 2022
960
$2.42 - $5.21 $2.32K - $5K
UNM
Unum Group

Financial Services
Q1 2022 Filed on May 09, 2022
41
$24.99 - $31.8 $1.02K - $1.3K
UHS
Universal Health Services Inc

Healthcare
Q1 2022 Filed on May 09, 2022
3
$126.49 - $151.26 $379 - $454
U
Unity Software Inc.

Technology
Q1 2022 Filed on May 09, 2022
80
$74.35 - $138.65 $5.95K - $11.1K
X
United States Steel Corp

Basic Materials
Q1 2022 Filed on May 09, 2022
500
$18.59 - $38.45 $9.3K - $19.2K
URI
United Rentals, Inc.

Industrials
Q1 2022 Filed on May 09, 2022
44
$297.17 - $365.2 $13.1K - $16.1K
UNFI
United Natural Foods Inc

Consumer Defensive
Q1 2022 Filed on May 09, 2022
155
$35.21 - $49.05 $5.46K - $7.6K
TWST
Twist Bioscience Corp

Healthcare
Q1 2022 Filed on May 09, 2022
67
$38.58 - $83.27 $2.58K - $5.58K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2022 Filed on May 09, 2022
220
$94.64 - $184.26 $20.8K - $40.5K
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2022 Filed on May 09, 2022
125
$33.04 - $38.88 $4.13K - $4.86K
Wisdomtree Floating Rate Treasury Fund
Q1 2022 Filed on May 09, 2022
367,351
N/A
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2022 Filed on May 09, 2022
2,335
$40.62 - $47.47 $94.8K - $111K
WTW
Willis Towers Watson PLC

Financial Services
Q1 2022 Filed on May 09, 2022
93
$216.82 - $243.39 $20.2K - $22.6K
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
19
$172.78 - $239.47 $3.28K - $4.55K
WY
Weyerhaeuser CO

Real Estate
Q1 2022 Filed on May 09, 2022
3,685
$37.28 - $42.57 $137K - $157K
WRK
West Rock CO

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
27
$40.78 - $47.99 $1.1K - $1.3K
WU
Western Union CO

Financial Services
Q1 2022 Filed on May 09, 2022
196
$17.21 - $20.09 $3.37K - $3.94K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 09, 2022
1,037
$44.47 - $67.62 $46.1K - $70.1K
WOLF
Wolfspeed, Inc.

Technology
Q1 2022 Filed on May 09, 2022
1,000
$86.46 - $121.7 $86.5K - $122K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on May 09, 2022
14
$213.01 - $263.72 $2.98K - $3.69K
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
30
$2.83 - $5.03 $84.9 - $151
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
130
$181.39 - $234.03 $23.6K - $30.4K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2022 Filed on May 09, 2022
37
$61.75 - $74.31 $2.28K - $2.75K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
206
$108.42 - $129.58 $22.3K - $26.7K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on May 09, 2022
30
$90.52 - $124.19 $2.72K - $3.73K
ZBRA
Zebra Technologies Corp

Technology
Q1 2022 Filed on May 09, 2022
4
$380.09 - $587.6 $1.52K - $2.35K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
311
$113.3 - $137.26 $35.2K - $42.7K
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on May 09, 2022
116
$82.37 - $118.13 $9.55K - $13.7K
Xilinx Inc Com
Q1 2022 Filed on May 09, 2022
41
N/A
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 09, 2022
200
$64.83 - $72.32 $13K - $14.5K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
13
$66.88 - $96.26 $869 - $1.25K
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2022 Filed on May 09, 2022
13
$357.49 - $445.92 $4.65K - $5.8K
WELL
Welltower Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
78
$79.67 - $98.31 $6.21K - $7.67K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q1 2022 Filed on May 09, 2022
15
$6.79 - $13.54 $102 - $203
BBIG
Vinco Ventures, Inc.

Consumer Cyclical
Q1 2022 Filed on May 09, 2022
1,100
$1.39 - $3.53 $1.53K - $3.88K
PARA
Paramount Global

Communication Services
Q1 2022 Filed on May 09, 2022
1,574
$50.37 - $62.3 $79.3K - $98.1K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q1 2022 Filed on May 09, 2022
40
$221.42 - $260.97 $8.86K - $10.4K
VRSN
Verisign Inc

Technology
Q1 2022 Filed on May 09, 2022
18
$199.43 - $252.11 $3.59K - $4.54K
VRNT
Verint Systems Inc

Technology
Q1 2022 Filed on May 09, 2022
9
$48.17 - $53.97 $434 - $486
VSTM
Verastem, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
500
$1.06 - $2.1 $530 - $1.05K
VCYT
Veracyte, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
74
$21.94 - $42.51 $1.62K - $3.15K
VTR
Ventas, Inc.

Real Estate
Q1 2022 Filed on May 09, 2022
45
$50.03 - $63.64 $2.25K - $2.86K
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