Atlas Private Wealth Advisors Closed Holding Positions

Atlas Private Wealth Advisors

  • $688 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ABC
Amerisourcebergen Corp

Healthcare
Q4 2021 Filed on Apr 21, 2022
61
$114.08 - $133.77 $6.96K - $8.16K
ADI
Analog Devices Inc

Technology
Q4 2021 Filed on Apr 21, 2022
236
$164.02 - $188.8 $38.7K - $44.6K
NLY
Annaly Capital Management Inc

Real Estate
Q4 2021 Filed on Apr 21, 2022
4,575
$7.79 - $8.73 $35.6K - $39.9K
ATRS
Antares Pharma, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
1,000
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
443
$111.96 - $177.7 $49.6K - $78.7K
ALC
Alcon Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
10
$77.91 - $88.5 $779 - $885
ALB
Albemarle Corp

Basic Materials
Q4 2021 Filed on Apr 21, 2022
10
$214.16 - $283.8 $2.14K - $2.84K
9 Investors Bancorp
Q4 2021 Filed on Apr 21, 2022
719
N/A
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Apr 21, 2022
733
$115.53 - $141.46 $84.7K - $104K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,000
$9.6 - $10.42 $9.6K - $10.4K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Apr 21, 2022
88
$57.28 - $81.19 $5.04K - $7.14K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
12
$40.32 - $48.72 $484 - $585
ADBE
Adobe Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
35
$549.77 - $688.37 $19.2K - $24.1K
ASIX
Advan Six Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
32
$42.07 - $50.31 $1.35K - $1.61K
AVK
Advent Convertible & Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,700
$17.37 - $19.39 $46.9K - $52.4K
ACM
Aecom

Industrials
Q4 2021 Filed on Apr 21, 2022
43
$62.27 - $77.35 $2.68K - $3.33K
Agile Therapeutics
Q4 2021 Filed on Apr 21, 2022
2,500
N/A
Call 12 Ark Autonomous
Q4 2021 Filed on Apr 21, 2022
2
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q4 2021 Filed on Apr 21, 2022
1,000
$14.76 - $16.6 $14.8K - $16.6K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q4 2021 Filed on Apr 21, 2022
301
$47.67 - $57.89 $14.3K - $17.4K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2021 Filed on Apr 21, 2022
21
$255.99 - $314.27 $5.38K - $6.6K
ALRM
Alarm.Com Holdings, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
300
$75.52 - $89.52 $22.7K - $26.9K
Call 10 Walt Disney
Q4 2021 Filed on Apr 21, 2022
2
N/A
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q4 2021 Filed on Apr 21, 2022
379
$14.62 - $16.67 $5.54K - $6.32K
AMAT
Applied Materials Inc

Technology
Q4 2021 Filed on Apr 21, 2022
252
$125.2 - $162.72 $31.6K - $41K
BKI
Black Knight, Inc.

Technology
Q4 2021 Filed on Apr 21, 2022
1,292
$68.76 - $83.14 $88.8K - $107K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Apr 21, 2022
790
$35.7 - $39.01 $28.2K - $30.8K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,650
$14.86 - $15.35 $24.5K - $25.3K
BGR
Black Rock Energy & Resources Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1,300
$9.09 - $10.33 $11.8K - $13.4K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
2,000
$9.37 - $10.37 $18.7K - $20.7K
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
Q4 2021 Filed on Apr 21, 2022
1
$5.95 - $6.38 $5.95 - $6.38
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
30
$825.56 - $971.49 $24.8K - $29.1K
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2021 Filed on Apr 21, 2022
50
$8.96 - $16.31 $448 - $815
WING
Wingstop Inc.

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
58
$151.48 - $176.87 $8.79K - $10.3K
ERC
Allspring Multi Sector Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,500
$12.86 - $13.75 $45K - $48.1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Apr 21, 2022
9
$67.9 - $73.3 $611 - $660
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
15
$33.65 - $37.56 $505 - $563
NVAX
Novavax Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
28
$134.56 - $217.97 $3.77K - $6.1K
BG
Bungeltd

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
18
$82.52 - $96.15 $1.49K - $1.73K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
251
$12.75 - $18.92 $3.2K - $4.75K
CHY
Calamos Convertible & High Income Fund

Financial Services
Q4 2021 Filed on Apr 21, 2022
3,325
$15.44 - $17.08 $51.3K - $56.8K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Apr 21, 2022
245
$63.26 - $108.62 $15.5K - $26.6K
BDX
Becton Dickinson & CO

Healthcare
Q4 2021 Filed on Apr 21, 2022
80
$230.08 - $250.94 $18.4K - $20.1K
BAX
Baxter International Inc

Healthcare
Q4 2021 Filed on Apr 21, 2022
35
$74.57 - $87.19 $2.61K - $3.05K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2021 Filed on Apr 21, 2022
32
$152.7 - $178.12 $4.89K - $5.7K
ARCC
Ares Capital Corp

Financial Services
Q4 2021 Filed on Apr 21, 2022
823
$19.66 - $21.7 $16.2K - $17.9K
Call 1 United Parcel Svc
Q4 2021 Filed on Apr 21, 2022
1
N/A
Call 1 Procter & Gamble
Q4 2021 Filed on Apr 21, 2022
1
N/A
AINC
Ashford Inc.

Financial Services
Q4 2021 Filed on Apr 21, 2022
6
$14.45 - $24.37 $86.7 - $146
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