Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $691 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FNKO
Funko, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
150
$19.49 - $26.38 $2.92K - $3.96K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
3
$576.64 - $649.04 $1.73K - $1.95K
WRB
Berkley W R Corp

Financial Services
Q2 2021 Filed on Aug 02, 2021
87
$48.49 - $54.3 $4.22K - $4.72K
ARMK
Aramark

Industrials
Q2 2021 Filed on Aug 02, 2021
117
$35.96 - $40.03 $4.21K - $4.68K
ATR
Aptargroup, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
28
$140.1 - $157.56 $3.92K - $4.41K
APH
Amphenol Corp

Technology
Q2 2021 Filed on Aug 02, 2021
170
$64.17 - $69.16 $10.9K - $11.8K
JAX
J. Alexander'S Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
485
N/A
Marvell Technology
Q2 2021 Filed on Aug 02, 2021
125
N/A
ITB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 02, 2021
100
$66.57 - $77.09 $6.66K - $7.71K
Seagate Technology
Q2 2021 Filed on Aug 02, 2021
57
N/A
IXP
Ishares Global Comm Services E

ETFs
Q2 2021 Filed on Aug 02, 2021
500
$81.8 - $87.04 $40.9K - $43.5K
Fs Kkr
Q2 2021 Filed on Aug 02, 2021
2,255
N/A
VVR
Invesco Senior Income Trust

Financial Services
Q2 2021 Filed on Aug 02, 2021
500
$4.19 - $4.47 $2.1K - $2.24K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
Q2 2021 Filed on Aug 02, 2021
1,619
$46.54 - $56.8 $75.3K - $92K
WEX
Wex Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
30
$187.76 - $229.02 $5.63K - $6.87K
ATKR
Atkore Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
78
$67.51 - $89.11 $5.27K - $6.95K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2021 Filed on Aug 02, 2021
68
$100.83 - $107.15 $6.86K - $7.29K
MLND
Millendo Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 02, 2021
118
N/A
CMPS
Compass Pathways PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
200
$32.29 - $39.68 $6.46K - $7.94K
CUZ
Cousins Properties Inc

Real Estate
Q2 2021 Filed on Aug 02, 2021
6
$35.08 - $39.98 $210 - $240
TRMB
Trimble Inc.

Technology
Q2 2021 Filed on Aug 02, 2021
44
$73.84 - $84.12 $3.25K - $3.7K
TRU
Trans Union

Industrials
Q2 2021 Filed on Aug 02, 2021
22
$92.26 - $111.56 $2.03K - $2.45K
CRH
Crh Public LTD CO

Basic Materials
Q2 2021 Filed on Aug 02, 2021
36
$46.78 - $53.1 $1.68K - $1.91K
XYL
Xylem Inc.

Industrials
Q2 2021 Filed on Aug 02, 2021
47
$104.64 - $119.96 $4.92K - $5.64K
ABCM
Abcam PLC

Healthcare
Q2 2021 Filed on Aug 02, 2021
77
$18.47 - $22.11 $1.42K - $1.7K
ACGL
Arch Capital Group Ltd.

Financial Services
Q2 2021 Filed on Aug 02, 2021
29
$37.12 - $40.79 $1.08K - $1.18K
AON
Aon PLC

Financial Services
Q2 2021 Filed on Aug 02, 2021
3
$229.52 - $258.52 $689 - $776
BLKB
Blackbaud Inc

Technology
Q2 2021 Filed on Aug 02, 2021
10
$65.98 - $79.02 $660 - $790
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 02, 2021
8
$221.25 - $243.02 $1.77K - $1.94K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
7
$80.69 - $88.61 $565 - $620
AMG
Affiliated Managers Group, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
7
$148.6 - $174.86 $1.04K - $1.22K
AYI
Acuity Brands Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
4
$166.99 - $193.11 $668 - $772
BRO
Brown & Brown, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
23
$46.52 - $53.69 $1.07K - $1.23K
CACI
Caci International Inc

Technology
Q2 2021 Filed on Aug 02, 2021
4
$248.6 - $266.57 $994 - $1.07K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
118
$49.38 - $59.5 $5.83K - $7.02K
TMX
Terminix Global Holdings Inc

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
88
$46.57 - $51.33 $4.1K - $4.52K
CUBE
Cube Smart

Real Estate
Q2 2021 Filed on Aug 02, 2021
19
$38.77 - $47.68 $737 - $906
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q2 2021 Filed on Aug 02, 2021
2
$311.22 - $384.07 $622 - $768
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 02, 2021
85
$174.46 - $200.24 $14.8K - $17K
NVO
Novo Nordisk A S

Healthcare
Q2 2021 Filed on Aug 02, 2021
75
$67.66 - $84.76 $5.07K - $6.36K
NDSN
Nordson Corp

Industrials
Q2 2021 Filed on Aug 02, 2021
14
$198.98 - $224.16 $2.79K - $3.14K
MORN
Morningstar, Inc.

Financial Services
Q2 2021 Filed on Aug 02, 2021
11
$231.0 - $265.21 $2.54K - $2.92K
Perspecta Inc
Q2 2021 Filed on Aug 02, 2021
5
N/A
MANH
Manhattan Associates Inc

Technology
Q2 2021 Filed on Aug 02, 2021
27
$116.89 - $146.33 $3.16K - $3.95K
DCI
Donaldson CO Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
7
$58.7 - $64.99 $411 - $455
LII
Lennox International Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
11
$316.74 - $353.51 $3.48K - $3.89K
LSTR
Landstar System Inc

Industrials
Q2 2021 Filed on Aug 02, 2021
19
$154.99 - $180.52 $2.94K - $3.43K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2021 Filed on Aug 02, 2021
4
$147.48 - $170.97 $590 - $684
STLD
Steel Dynamics Inc

Basic Materials
Q2 2021 Filed on Aug 02, 2021
86
$50.12 - $66.51 $4.31K - $5.72K
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