Financial Perspectives, Inc Closed Holding Positions

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
K12 Inc
Q4 2020 Filed on Jan 09, 2024
580
N/A
IEFN
Ishares U S ETF Tr

ETFs
Q3 2022 Filed on Jan 09, 2024
235
$0.0 - $31.17 $0 - $7.32K
CMF
Ishares California Muni Bond E

ETFs
Q4 2020 Filed on Jan 09, 2024
7,164
$61.84 - $62.92 $443K - $451K
GER
Goldman Sachs Mlp & Energy Renaissance Fund

Financial Services
Q1 2022 Filed on Jan 09, 2024
0
$10.66 - $12.15 $0 - $0
ZNGA
Zynga Inc.

Communication Services
Q2 2022 Filed on Jan 09, 2024
321
N/A
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2022 Filed on Jan 09, 2024
100
$52.81 - $68.74 $5.28K - $6.87K
VRAY
View Ray, Inc.

Healthcare
Q3 2023 Filed on Jan 09, 2024
1,111
$0.01 - $0.43 $11.1 - $478
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q3 2020 Filed on Jan 09, 2024
0
$88.13 - $89.48 $0 - $0
USO
United States Oil Fund, LP

ETFs
Q3 2021 Filed on Jan 09, 2024
93
$43.43 - $52.91 $4.04K - $4.92K
Livongo Health Inc
Q4 2020 Filed on Jan 09, 2024
84
N/A
PSEC
Prospect Capital Corp

Financial Services
Q2 2020 Filed on Jan 09, 2024
290
$3.78 - $5.74 $1.1K - $1.66K
Hancock Jaffe Laboratories I
Q4 2021 Filed on Jan 09, 2024
3,278
N/A
Draftkings Inc
Q2 2022 Filed on Jan 09, 2024
13
N/A
DASH
Door Dash, Inc.

Communication Services
Q2 2023 Filed on Jan 09, 2024
20
$56.82 - $76.49 $1.14K - $1.53K
CFLT
Confluent, Inc.

Technology
Q4 2022 Filed on Jan 09, 2024
75
$19.06 - $28.0 $1.43K - $2.1K
CP
Canadian Pacific Railway LTD

Industrials
Q2 2023 Filed on Jan 09, 2024
500
$75.76 - $82.93 $37.9K - $41.5K
BIMI
Bimi International Medical Inc.

Healthcare
Q4 2022 Filed on Jan 09, 2024
80
$0.2 - $3.2 $16 - $256
ASTR
Astra Space, Inc.

Industrials
Q4 2022 Filed on Jan 09, 2024
1,000
$0.41 - $0.66 $410 - $660
SNDL
Sundial Growers Inc.

Healthcare
Q3 2022 Filed on Jan 09, 2024
160
$2.18 - $3.59 $349 - $574
STAB
Statera Biopharma, Inc.

Healthcare
Q4 2022 Filed on Jan 09, 2024
8,941
$0.08 - $0.23 $715 - $2.06K
SI
Silvergate Capital Corp

Financial Services
Q2 2023 Filed on Jan 09, 2024
4
$0.0 - $1.62 $0 - $6.48
RETA
Reata Pharmaceuticals Inc

Healthcare
Q4 2022 Filed on Jan 09, 2024
10
$22.15 - $42.11 $222 - $421
NVCR
Novo Cure LTD

Healthcare
Q4 2022 Filed on Jan 09, 2024
9
$63.98 - $85.37 $576 - $768
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
Q2 2022 Filed on Jan 09, 2024
12,194
$17.13 - $21.08 $209K - $257K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q1 2023 Filed on Jan 09, 2024
0
$96.86 - $99.23 $0 - $0
OGI
Organigram Holdings Inc.

Healthcare
Q3 2023 Filed on Jan 09, 2024
93
$0.41 - $1.94 $38.1 - $180
Polymet Mng Corp
Q2 2023 Filed on Jan 09, 2024
2,800
N/A
BHG
Bright Health Group Inc.

Healthcare
Q2 2023 Filed on Jan 09, 2024
5,150
$0.15 - $15.1 $773 - $77.8K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2023 Filed on Jan 09, 2024
3,036
$29.36 - $29.7 $89.1K - $90.2K
JCPB
J P Morgan Exchange Traded Fd

ETFs
Q2 2023 Filed on Jan 09, 2024
1,811
$46.41 - $47.75 $84K - $86.5K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q1 2023 Filed on Jan 09, 2024
3,136
$22.0 - $25.14 $69K - $78.8K
ZBRA
Zebra Technologies Corp

Technology
Q4 2022 Filed on Jan 09, 2024
1
$226.88 - $288.0 $227 - $288
REET
Ishares Global Reit ETF

ETFs
Q4 2022 Filed on Jan 09, 2024
23,055
$20.39 - $23.63 $470K - $545K
BITS
Global X Fds Blockchain & Bitc
Q4 2022 Filed on Jan 09, 2024
65
$4.86 - $29.02 $316 - $1.89K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
Q3 2023 Filed on Jan 09, 2024
521
$37.86 - $44.18 $19.7K - $23K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2023 Filed on Jan 09, 2024
0
$46.62 - $47.83 $0 - $0
TMDI
Titan Medical Inc

Healthcare
Q1 2023 Filed on Jan 09, 2024
6,339
$0.0 - $1.01 $0 - $6.4K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q4 2022 Filed on Jan 09, 2024
7
$18.39 - $26.77 $129 - $187
NNDM
Nano Dimension Ltd.

Technology
Q4 2022 Filed on Jan 09, 2024
177
$2.07 - $2.74 $366 - $485
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2022 Filed on Jan 09, 2024
11
$29.23 - $40.28 $322 - $443
WISH
Context Logic Inc.

Consumer Cyclical
Q1 2022 Filed on Jan 09, 2024
124
$1.7 - $3.22 $211 - $399
Churchill Capital Corp Iv
Q3 2021 Filed on Jan 09, 2024
57
N/A
BFLY
Butterfly Network, Inc.

Healthcare
Q1 2022 Filed on Jan 09, 2024
0
$3.74 - $7.55 $0 - $0
Brookfield Asset Mgmt Reins
Q4 2022 Filed on Jan 09, 2024
62
N/A
STM
St Microelectronics N.V.

Technology
Q3 2021 Filed on Jan 09, 2024
503
$36.43 - $47.24 $18.3K - $23.8K
Senestech Inc
Q4 2022 Filed on Jan 09, 2024
124
N/A
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q4 2021 Filed on Jan 09, 2024
162
$19.26 - $30.08 $3.12K - $4.87K
Osi ETF Tr
Q2 2022 Filed on Jan 09, 2024
8,454
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q3 2021 Filed on Jan 09, 2024
1,275
$9.9 - $16.82 $12.6K - $21.4K
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email