Bell & Brown Wealth Advisors, LLC Closed Holding Positions

Bell & Brown Wealth Advisors, LLC

  • $245 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNAP
Snap Inc

Communication Services
Q2 2022 Filed on Jul 22, 2022
30,100
$11.91 - $39.34 $358K - $1.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
2,760
$62.75 - $78.76 $173K - $217K
CPE
Callon Petroleum CO

Energy
Q2 2022 Filed on Jul 22, 2022
3,492
$39.2 - $63.44 $137K - $222K
ACRX
Acelrx Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Jul 22, 2022
20,000
$0.18 - $0.29 $3.6K - $5.8K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Jul 22, 2022
478
$365.86 - $456.8 $175K - $218K
BP
Bp PLC

Energy
Q1 2022 Filed on May 02, 2022
7,489
$27.37 - $33.34 $205K - $250K
Teekay Corporation
Q1 2022 Filed on May 02, 2022
214,902
N/A
EBAY
Ebay Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
26,112
$50.06 - $66.81 $1.31M - $1.74M
SRE
Sempra Energy

Utilities
Q4 2021 Filed on Feb 10, 2022
3,100
$119.66 - $132.28 $371K - $410K
CS
Credit Suisse Group Ag

Financial Services
Q4 2021 Filed on Feb 10, 2022
46,384
$9.14 - $11.03 $424K - $512K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 10, 2022
2,965
$64.88 - $73.64 $192K - $218K
BAC
Bank Of America Corp

Financial Services
Q4 2021 Filed on Feb 10, 2022
5,441
$43.08 - $48.37 $234K - $263K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Feb 10, 2022
9,840
$16.74 - $20.66 $165K - $203K
TWTR
Twitter, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
75,021
$59.66 - $71.69 $4.48M - $5.38M
AA
Alcoa Corp

Basic Materials
Q3 2021 Filed on Nov 12, 2021
21,577
$31.62 - $51.68 $682K - $1.12M
Foundation Bldg Matls Inc
Q3 2021 Filed on Nov 12, 2021
58,054
N/A
CSCO
Cisco Systems, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
23,214
$37.85 - $48.1 $879K - $1.12M
Nuveen All Cap Ene Mlp Oppo
Q2 2020 Filed on Aug 07, 2020
11,000
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2020 Filed on Aug 07, 2020
91,292
$9.04 - $20.31 $825K - $1.85M
BCS
Barclays PLC

Financial Services
Q2 2020 Filed on Aug 07, 2020
62,425
$3.89 - $6.72 $243K - $419K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 07, 2020
44,205
$6.83 - $11.35 $302K - $502K
General Electric CO
Q2 2020 Filed on Aug 07, 2020
99,698
N/A
Direxion Shs ETF Tr
Q1 2020 Filed on May 11, 2020
31,350
N/A
X
United States Steel Corp

Basic Materials
Q1 2020 Filed on May 11, 2020
11,747
$4.9 - $11.13 $57.6K - $131K
SO
Southern CO

Utilities
Q1 2020 Filed on May 11, 2020
3,305
$43.23 - $70.85 $143K - $234K
O
Realty Income Corp

Real Estate
Q1 2020 Filed on May 11, 2020
2,950
$41.18 - $79.88 $121K - $236K
PFE
Pfizer Inc

Healthcare
Q1 2020 Filed on May 11, 2020
48,092
$27.03 - $38.62 $1.3M - $1.86M
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2020 Filed on May 11, 2020
4,342
$34.33 - $53.32 $149K - $232K
United Technologies Corp
Q1 2020 Filed on May 11, 2020
10,728
N/A
GM
General Motors CO

Consumer Cyclical
Q1 2020 Filed on May 11, 2020
50,614
$16.8 - $37.38 $850K - $1.89M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q4 2019 Filed on Jan 17, 2020
11,128
$8.05 - $9.0 $89.6K - $100K
Celgene Corp
Q4 2019 Filed on Jan 17, 2020
22,135
N/A
Quicklogic Corp
Q4 2019 Filed on Jan 17, 2020
13,000
N/A
MMLP
Martin Midstream Partners L.P.

Energy
Q4 2019 Filed on Jan 17, 2020
11,150
$3.85 - $5.4 $42.9K - $60.2K
MMM
3 M CO

Industrials
Q4 2019 Filed on Jan 17, 2020
13,971
$150.74 - $178.47 $2.11M - $2.49M
Viacom Inc New
Q3 2019 Filed on Oct 09, 2019
13,725
N/A
M
Macy'S, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
49,789
$14.3 - $23.25 $712K - $1.16M
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2019 Filed on Oct 09, 2019
30,836
$8.71 - $11.94 $269K - $368K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2019 Filed on Aug 06, 2019
7,500
$16.27 - $20.51 $122K - $154K
Dowdupont Inc
Q2 2019 Filed on Aug 06, 2019
20,042
N/A
F
Ford Motor CO

Consumer Cyclical
Q2 2019 Filed on Aug 06, 2019
10,891
$8.98 - $10.45 $97.8K - $114K
NGD
New Gold Inc.

Basic Materials
Q2 2019 Filed on Aug 06, 2019
211,000
$0.63 - $0.96 $133K - $203K
AMRN
Amarin Corp Plcuk

Healthcare
Q2 2019 Filed on Aug 06, 2019
29,110
$16.27 - $20.51 $474K - $597K
Tiffany & CO New
Q2 2019 Filed on Aug 06, 2019
6,181
N/A
Arconic Inc
Q1 2019 Filed on May 13, 2019
14,753
N/A
IBM
International Business Machines Corp

Technology
Q1 2019 Filed on May 13, 2019
2,146
$107.94 - $135.22 $232K - $290K
AROC
Archrock, Inc.

Energy
Q1 2019 Filed on May 13, 2019
10,640
$7.91 - $10.72 $84.2K - $114K
Wells Fargo & CO
Q4 2018 Filed on Feb 07, 2019
48,215
N/A
Twitter Inc
Q4 2018 Filed on Feb 07, 2019
67,440
N/A
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