Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PCAR
Paccar Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
9
$78.77 - $91.66 $709 - $825
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q4 2021 Filed on Apr 21, 2022
608
$38.19 - $43.28 $23.2K - $26.3K
PCRX
Pacira Bio Sciences, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
100
$47.97 - $62.21 $4.8K - $6.22K
PKG
Packaging Corp Of America

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
8
$128.17 - $142.67 $1.03K - $1.14K
PANW
Palo Alto Networks Inc

Technology
Q4 2021 Filed on Apr 21, 2022
6
$469.54 - $568.34 $2.82K - $3.41K
PTEN
Patterson Uti Energy Inc

Energy
Q4 2021 Filed on Apr 21, 2022
47
$6.94 - $9.85 $326 - $463
PAYX
Paychex Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
135
$115.01 - $137.38 $15.5K - $18.5K
PSEC
Prospect Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
8,001
$7.83 - $9.0 $62.6K - $72K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Apr 21, 2022
142
$58.39 - $78.64 $8.29K - $11.2K
GIGB
Goldman Sachs ETF Access Invt
Q4 2021 Filed on Apr 21, 2022
3
N/A
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
192
$85.66 - $95.62 $16.4K - $18.4K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
6
$63.46 - $70.38 $381 - $422
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
250
$5.82 - $9.07 $1.46K - $2.27K
LUMN
Lumen Technologies, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
869
$11.79 - $14.27 $10.2K - $12.4K
LEN
Lennar Corp

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
101
$91.85 - $116.91 $9.28K - $11.8K
LSF
Laird Superfood, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
225
$11.35 - $19.77 $2.55K - $4.45K
MCHI
Ishares Msci China ETF

ETFs
Q4 2021 Filed on Apr 21, 2022
209
$60.7 - $72.72 $12.7K - $15.2K
ICLN
Ishares

ETFs
Q4 2021 Filed on Apr 21, 2022
355
$20.44 - $25.79 $7.26K - $9.16K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
484
$75.85 - $83.73 $36.7K - $40.5K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2021 Filed on Apr 21, 2022
195
$49.51 - $50.13 $9.65K - $9.78K
LH
Laboratory Corp Of America Holdings

Healthcare
Q4 2021 Filed on Apr 21, 2022
70
$271.6 - $314.21 $19K - $22K
IQV
Iqvia Holdings Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
52
$238.37 - $282.61 $12.4K - $14.7K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
169
$58.07 - $66.37 $9.81K - $11.2K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Apr 21, 2022
95
$87.79 - $100.94 $8.34K - $9.59K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
63
$135.47 - $153.12 $8.53K - $9.65K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2021 Filed on Apr 21, 2022
26
$33.67 - $35.96 $875 - $935
FE
Firstenergy Corp

Utilities
Q4 2021 Filed on Apr 21, 2022
160
$35.64 - $41.59 $5.7K - $6.65K
AAWW
Atlas Air Worldwide Holdings Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
200
$77.54 - $94.91 $15.5K - $19K
BWA
Borgwarner Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
3
$41.96 - $48.55 $126 - $146
BOX
Box Inc

Technology
Q4 2021 Filed on Apr 21, 2022
144
$23.41 - $27.71 $3.37K - $3.99K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
400
$33.65 - $52.21 $13.5K - $20.9K
CDNS
Cadence Design Systems Inc

Technology
Q4 2021 Filed on Apr 21, 2022
88
$148.05 - $191.65 $13K - $16.9K
CDW
Cdw Corp

Technology
Q4 2021 Filed on Apr 21, 2022
40
$173.61 - $207.02 $6.94K - $8.28K
CDR
Cedar Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
151
$21.29 - $25.11 $3.21K - $3.79K
PPG
Ppg Industries Inc

Basic Materials
Q4 2021 Filed on Apr 21, 2022
32
$144.01 - $172.44 $4.61K - $5.52K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
300
$82.96 - $109.65 $24.9K - $32.9K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q4 2021 Filed on Apr 21, 2022
280
$108.95 - $110.71 $30.5K - $31K
ECL
Ecolab Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
66
$212.13 - $235.67 $14K - $15.6K
EIX
Edison International

Utilities
Q4 2021 Filed on Apr 21, 2022
39
$55.04 - $68.44 $2.15K - $2.67K
Phenixfin Corp
Q4 2021 Filed on Apr 21, 2022
546
N/A
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
50
$7.52 - $14.2 $376 - $710
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
30
$304.25 - $370.2 $9.13K - $11.1K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q4 2021 Filed on Apr 21, 2022
2,371
$35.92 - $42.41 $85.2K - $101K
PAAS
Pan American Silver Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
201
$22.09 - $27.79 $4.44K - $5.59K
OXLC
Oxford Lane Capital Corp.

Financial Services
Q4 2021 Filed on Apr 21, 2022
554
$7.28 - $8.42 $4.03K - $4.66K
ROK
Rockwell Automation, Inc

Industrials
Q4 2021 Filed on Apr 21, 2022
41
$292.75 - $351.35 $12K - $14.4K
VRSK
Verisk Analytics, Inc.

Industrials
Q4 2021 Filed on Apr 21, 2022
30
$198.81 - $230.03 $5.96K - $6.9K
VTRS
Viatris Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
835
$12.09 - $14.68 $10.1K - $12.3K
WGO
Winnebago Industries Inc

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
776
$65.26 - $78.55 $50.6K - $61K
Track This Portfolio

Track Atlas Private Wealth Advisors Portfolio

Follow Atlas Private Wealth Advisors 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 Atlas Private Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email