Crewe Advisors LLC Closed Holding Positions

Crewe Advisors LLC

  • $859 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCI
Service Corp International

Consumer Cyclical
Q2 2021 Filed on Aug 11, 2021
10
$51.36 - $56.71 $514 - $567
DLY
Double Line Yield Opportunities Fund

N/A
Q2 2021 Filed on Aug 11, 2021
7,500
$19.27 - $20.0 $145K - $150K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 11, 2021
362
$92.76 - $98.86 $33.6K - $35.8K
Social Capital Hedosopha Hld
Q2 2021 Filed on Aug 11, 2021
500
N/A
KMT
Kennametal Inc

Industrials
Q2 2021 Filed on Aug 11, 2021
5,000
$33.41 - $42.25 $167K - $211K
Holicity Inc
Q2 2021 Filed on Aug 11, 2021
5
N/A
Marvell Technology Group LTD
Q2 2021 Filed on Aug 11, 2021
540
N/A
Aphria Inc
Q2 2021 Filed on Aug 11, 2021
27
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2021 Filed on Aug 11, 2021
1,500
$14.87 - $15.7 $22.3K - $23.6K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q2 2021 Filed on Aug 11, 2021
300
$11.69 - $15.19 $3.51K - $4.56K
RIG
Transocean Ltd.

Energy
Q2 2021 Filed on Aug 11, 2021
200
$3.13 - $4.65 $626 - $930
Kadmon Hldgs Inc
Q2 2021 Filed on Aug 11, 2021
20,000
N/A
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 21, 2021
150
$3.45 - $9.09 $518 - $1.36K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
398
$13.81 - $20.75 $5.5K - $8.26K
Pluralsight Inc
Q1 2021 Filed on Apr 21, 2021
1,531,818
N/A
LASR
Nlight, Inc.

Technology
Q1 2021 Filed on Apr 21, 2021
1,200
$30.63 - $44.92 $36.8K - $53.9K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q1 2021 Filed on Apr 21, 2021
1,000
$19.45 - $25.71 $19.5K - $25.7K
DMLP
Dorchester Minerals, L.P.

Energy
Q1 2021 Filed on Apr 21, 2021
3,100
$11.13 - $14.89 $34.5K - $46.2K
Fiat Chrysler Automobiles N
Q1 2021 Filed on Apr 21, 2021
125
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q1 2021 Filed on Apr 21, 2021
500
$4.62 - $4.87 $2.31K - $2.44K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q1 2021 Filed on Apr 21, 2021
1,400
$12.53 - $13.19 $17.5K - $18.5K
ZYME
Zymeworks Inc.

Healthcare
Q1 2021 Filed on Apr 21, 2021
72
$29.83 - $56.81 $2.15K - $4.09K
Apache Corp
Q1 2021 Filed on Apr 21, 2021
2
N/A
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2020 Filed on Jan 27, 2021
80
$50.03 - $79.51 $4K - $6.36K
ANIK
Anika Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 27, 2021
82
$32.59 - $45.26 $2.67K - $3.71K
BHP
Bhp Group LTD

Basic Materials
Q4 2020 Filed on Jan 27, 2021
48
$42.55 - $59.13 $2.04K - $2.84K
Cit Group Inc
Q4 2020 Filed on Jan 27, 2021
81
N/A
CRH
Crh Public LTD CO

Basic Materials
Q4 2020 Filed on Jan 27, 2021
44
$33.77 - $42.82 $1.49K - $1.88K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q4 2020 Filed on Jan 27, 2021
162
$36.56 - $40.71 $5.92K - $6.6K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q4 2020 Filed on Jan 27, 2021
11
$36.51 - $43.87 $402 - $483
Cerner Corp
Q4 2020 Filed on Jan 27, 2021
51
N/A
WPP
Wpp PLC

Communication Services
Q4 2020 Filed on Jan 27, 2021
42
$39.31 - $55.35 $1.65K - $2.32K
Ihs Markit LTD
Q4 2020 Filed on Jan 27, 2021
79
N/A
Servicemaster Global Hldgs I
Q4 2020 Filed on Jan 27, 2021
181
N/A
Coresite Rlty Corp
Q4 2020 Filed on Jan 27, 2021
14
N/A
AWI
Armstrong World Industries Inc

Industrials
Q4 2020 Filed on Jan 27, 2021
57
$59.2 - $80.82 $3.37K - $4.61K
FAF
First American Financial Corp

Financial Services
Q4 2020 Filed on Jan 27, 2021
27
$44.59 - $54.43 $1.2K - $1.47K
Gci Liberty Inc
Q4 2020 Filed on Jan 27, 2021
502
N/A
GNUS
Genius Brands International, Inc.

Communication Services
Q4 2020 Filed on Jan 27, 2021
1,976
$1.03 - $1.83 $2.04K - $3.62K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
Q4 2020 Filed on Jan 27, 2021
533
$16.51 - $18.1 $8.8K - $9.65K
CLB
Core Laboratories N V

Energy
Q4 2020 Filed on Jan 27, 2021
166
$14.03 - $29.66 $2.33K - $4.92K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q4 2020 Filed on Jan 27, 2021
1,091
$4.03 - $5.91 $4.4K - $6.45K
Aarons Inc
Q4 2020 Filed on Jan 27, 2021
48
N/A
CHDN
Churchill Downs Inc

Consumer Cyclical
Q4 2020 Filed on Jan 27, 2021
8
$149.15 - $208.94 $1.19K - $1.67K
IIVI
Ii Vi Inc

Technology
Q4 2020 Filed on Jan 27, 2021
22
$41.54 - $78.19 $914 - $1.72K
ING
Ing Groep Nv

Financial Services
Q4 2020 Filed on Jan 27, 2021
503
$6.73 - $10.24 $3.39K - $5.15K
SIMO
Silicon Motion Technology Corp

Technology
Q4 2020 Filed on Jan 27, 2021
31
$35.5 - $48.15 $1.1K - $1.49K
PHG
Koninklijke Philips Nv

Healthcare
Q4 2020 Filed on Jan 27, 2021
290
$46.5 - $54.97 $13.5K - $15.9K
Xilinx Inc
Q4 2020 Filed on Jan 27, 2021
11
N/A
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