Hcr Wealth Advisors Closed Holding Positions

Hcr Wealth Advisors

  • $789 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLI
Industrial Sector Spdr

ETFs
Q1 2021 Filed on May 13, 2021
14
$84.77 - $98.77 $1.19K - $1.38K
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on May 13, 2021
1,998
$161.62 - $213.34 $323K - $426K
BIB
Proshares Trust Proshares Ul

ETFs
Q1 2021 Filed on May 13, 2021
251
$79.39 - $111.49 $19.9K - $28K
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
Q1 2021 Filed on May 13, 2021
1,200
$64.82 - $81.03 $77.8K - $97.2K
ROM
Proshares Ultra Technology

ETFs
Q1 2021 Filed on May 13, 2021
370
$33.25 - $42.42 $12.3K - $15.7K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2021 Filed on May 13, 2021
653
$42.79 - $52.29 $27.9K - $34.1K
Baudax Bio Inc
Q1 2021 Filed on May 13, 2021
15,000
N/A
VGR
Vector Group LTD

Consumer Defensive
Q1 2021 Filed on May 13, 2021
20,893
$11.63 - $15.15 $243K - $317K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2021 Filed on May 13, 2021
10,200
$5.79 - $6.87 $59.1K - $70.1K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
Q1 2021 Filed on May 13, 2021
4,600
$50.79 - $52.38 $234K - $241K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on May 13, 2021
1,325
$32.2 - $37.72 $42.7K - $50K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q1 2021 Filed on May 13, 2021
1,100
$56.59 - $68.31 $62.2K - $75.1K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
21,300
$17.69 - $19.1 $377K - $407K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2021 Filed on May 13, 2021
520
$98.85 - $110.32 $51.4K - $57.4K
IYT
Ishares Tr U.S. Transportation

ETFs
Q1 2021 Filed on May 13, 2021
125
$213.12 - $258.91 $26.6K - $32.4K
HYG
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
630
$85.73 - $87.78 $54K - $55.3K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2021 Filed on May 13, 2021
218
$130.0 - $169.53 $28.3K - $37K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2021 Filed on May 13, 2021
430
$50.74 - $50.85 $21.8K - $21.9K
IYK
Ishares U.S. Consumer Staples

ETFs
Q1 2021 Filed on May 13, 2021
1,475
$165.4 - $181.87 $244K - $268K
O
Realty Income Corp

Real Estate
Q1 2021 Filed on May 13, 2021
7,180
$55.99 - $62.23 $402K - $447K
ITB
Ishares Tr

ETFs
Q1 2021 Filed on May 13, 2021
2,395
$54.6 - $68.53 $131K - $164K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2021 Filed on May 13, 2021
14
$150.0 - $178.04 $2.1K - $2.49K
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 13, 2021
3,059
$68.0 - $76.7 $208K - $235K
WMB
Williams Companies, Inc.

Energy
Q1 2021 Filed on May 13, 2021
10,171
$20.1 - $24.56 $204K - $250K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2021 Filed on May 13, 2021
24,650
N/A
UGE
Proshares Ultra Consumer Goods
Q1 2021 Filed on May 13, 2021
818
N/A
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2021 Filed on May 13, 2021
38
$43.36 - $46.72 $1.65K - $1.78K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on May 13, 2021
1,120
$88.61 - $92.83 $99.2K - $104K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2021 Filed on May 13, 2021
306
$96.21 - $109.25 $29.4K - $33.4K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2021 Filed on May 13, 2021
2,093,150
$42.16 - $44.09 $88.2M - $92.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
Q4 2020 Filed on Feb 04, 2021
150
$159.33 - $171.52 $23.9K - $25.7K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2020 Filed on Feb 04, 2021
545
$337.32 - $568.34 $184K - $310K
EMTY
Proshares Tr Decline Of The Re

ETFs
Q4 2020 Filed on Feb 04, 2021
1,716
$22.7 - $27.86 $39K - $47.8K
MYY
Proshares Short S&P Midcap400

ETFs
Q4 2020 Filed on Feb 04, 2021
200
$29.37 - $36.68 $5.87K - $7.34K
SHV
Ishares Tr

ETFs
Q4 2020 Filed on Feb 04, 2021
52
$110.51 - $110.7 $5.75K - $5.76K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2020 Filed on Feb 04, 2021
6,070
$31.83 - $39.3 $193K - $239K
ALV
Autoliv Inc

Consumer Cyclical
Q4 2020 Filed on Feb 04, 2021
10,728
$75.23 - $94.22 $807K - $1.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q3 2020 Filed on Nov 05, 2020
68
$36.93 - $42.52 $2.51K - $2.89K
Moleculin Biotech Inc
Q3 2020 Filed on Nov 05, 2020
15,000
N/A
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
Q3 2020 Filed on Nov 05, 2020
510
$22.3 - $27.77 $11.4K - $14.2K
FNDC
Schwab Fundamental Intl Small

ETFs
Q3 2020 Filed on Nov 05, 2020
219
$27.57 - $30.61 $6.04K - $6.7K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2020 Filed on Nov 05, 2020
260
$23.74 - $25.78 $6.17K - $6.7K
IEO
Ishares Tr

ETFs
Q3 2020 Filed on Nov 05, 2020
540
$26.44 - $34.76 $14.3K - $18.8K
Kitov Pharma LTD
Q3 2020 Filed on Nov 05, 2020
20,000
N/A
Rubicon Proj Inc
Q3 2020 Filed on Nov 05, 2020
34,799
N/A
Aytu Bioscience Inc
Q3 2020 Filed on Nov 05, 2020
20,000
N/A
YCBD
Cbd Md, Inc.

Healthcare
Q3 2020 Filed on Nov 05, 2020
20,000
$7.61 - $9.0 $152K - $180K
Tenax Therapeutics Inc
Q3 2020 Filed on Nov 05, 2020
16,000
N/A
Advisorshares Tr
Q3 2020 Filed on Nov 05, 2020
15,870
N/A
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