Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q3 2022 Filed on Nov 14, 2022
10,667
$5.94 - $7.22 $63.4K - $77K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2022 Filed on Nov 14, 2022
47,824
$20.19 - $21.46 $966K - $1.03M
IAG
Iamgold Corp

Basic Materials
Q3 2022 Filed on Nov 14, 2022
91,164
$0.98 - $1.67 $89.3K - $152K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q3 2022 Filed on Nov 14, 2022
21,823
$26.13 - $34.72 $570K - $758K
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q3 2022 Filed on Nov 14, 2022
3,084
$25.08 - $67.8 $77.3K - $209K
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2022 Filed on Aug 15, 2022
3,469
$90.7 - $106.19 $315K - $368K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2022 Filed on Aug 15, 2022
111,154
$31.38 - $37.78 $3.49M - $4.2M
PNNT
Pennantpark Investment Corp

Financial Services
Q2 2022 Filed on Aug 15, 2022
11,697
$6.0 - $7.98 $70.2K - $93.3K
GM
General Motors CO

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
18,936
$31.42 - $43.18 $595K - $818K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Aug 15, 2022
27,214
$29.45 - $30.11 $801K - $819K
SWIR
Sierra Wireless Inc

Technology
Q4 2021 Filed on Apr 21, 2022
100
$14.91 - $19.02 $1.49K - $1.9K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Apr 21, 2022
50
$44.42 - $77.34 $2.22K - $3.87K
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
102
$28.81 - $33.74 $2.94K - $3.44K
SFL
Sfl Corp Ltd.

Industrials
Q4 2021 Filed on Apr 21, 2022
2,701
$7.85 - $9.07 $21.2K - $24.5K
APRN
Blue Apron Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
100
$6.29 - $12.18 $629 - $1.22K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Apr 21, 2022
311
$53.01 - $59.14 $16.5K - $18.4K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2021 Filed on Apr 21, 2022
939
$125.34 - $141.49 $118K - $133K
XLU
Utilities Sector Spdr

ETFs
Q4 2021 Filed on Apr 21, 2022
777
$63.88 - $71.58 $49.6K - $55.6K
NOW
Service Now, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
9
$599.57 - $701.73 $5.4K - $6.32K
SIFY
Sify Technologies LTD

Communication Services
Q4 2021 Filed on Apr 21, 2022
12
$2.93 - $3.91 $35.2 - $46.9
SHW
Sherwin Williams CO

Basic Materials
Q4 2021 Filed on Apr 21, 2022
30
$285.04 - $352.16 $8.55K - $10.6K
SONY
Sony Group Corp

Technology
Q4 2021 Filed on Apr 21, 2022
100
$105.56 - $127.48 $10.6K - $12.7K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
0
$62.25 - $63.89 $0 - $0
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
661
$73.11 - $83.4 $48.3K - $55.1K
PSA
Public Storage

Real Estate
Q4 2021 Filed on Apr 21, 2022
20
$295.26 - $374.56 $5.91K - $7.49K
PVH
Pvh Corp.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
50
$94.49 - $123.26 $4.72K - $6.16K
REG
Regency Centers Corp

Real Estate
Q4 2021 Filed on Apr 21, 2022
256
$68.66 - $75.95 $17.6K - $19.4K
RSG
Republic Services, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
11
$120.01 - $139.45 $1.32K - $1.53K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
131
$23.51 - $27.83 $3.08K - $3.65K
RPAI
Retail Properties Of America, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
300
$53.24 - $87.79 $16K - $26.3K
BDN
Brandywine Realty Trust

Real Estate
Q4 2021 Filed on Apr 21, 2022
195
$12.75 - $14.66 $2.49K - $2.86K
RAD
Rite Aid Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
145
$11.52 - $15.36 $1.67K - $2.23K
RMR
Rmr Group Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
12
$32.67 - $37.55 $392 - $451
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Apr 21, 2022
20
$203.94 - $344.46 $4.08K - $6.89K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
3
$64.27 - $96.67 $193 - $290
BXP
Boston Properties Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
15
$105.3 - $120.66 $1.58K - $1.81K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
32
$12.49 - $15.43 $400 - $494
CRM
Salesforce, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
110
$247.21 - $309.96 $27.2K - $34.1K
SLB
Schlumberger Limited

Energy
Q4 2021 Filed on Apr 21, 2022
4
$28.38 - $34.74 $114 - $139
PEG
Public Service Enterprise Group Inc

Utilities
Q4 2021 Filed on Apr 21, 2022
756
$59.28 - $66.73 $44.8K - $50.4K
SO
Southern CO

Utilities
Q4 2021 Filed on Apr 21, 2022
100
$61.1 - $68.58 $6.11K - $6.86K
AWK
American Water Works Company, Inc.

Utilities
Q4 2021 Filed on Apr 21, 2022
189
$167.8 - $188.86 $31.7K - $35.7K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
352
$217.74 - $266.39 $76.6K - $93.8K
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Apr 21, 2022
32
$140.29 - $166.05 $4.49K - $5.31K
HQH
Tekla Healthcare Investors

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,260
$22.75 - $26.5 $51.4K - $59.9K
THW
Tekla World Healthcare Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,500
$15.52 - $17.03 $23.3K - $25.5K
TDOC
Teladoc Health, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,612
$87.43 - $154.29 $141K - $249K
GIM
Templeton Global Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
4,251
$5.03 - $5.49 $21.4K - $23.3K
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