Mount Yale Investment Advisors, LLC Closed Holding Positions

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TXT
Textron Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
5,923
$57.93 - $73.03 $343K - $433K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,103
$28.63 - $75.86 $117K - $311K
CNI
Canadian National Railway CO

Industrials
Q2 2022 Filed on Aug 02, 2022
2,594
$107.76 - $130.12 $280K - $338K
RDWR
Radware LTD

Technology
Q2 2022 Filed on Aug 02, 2022
7,008
$21.06 - $33.04 $148K - $232K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
1,946
$53.22 - $123.09 $104K - $240K
HII
Huntington Ingalls Industries, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
35,125
$197.76 - $227.29 $6.95M - $7.98M
SNAP
Snap Inc

Communication Services
Q2 2022 Filed on Aug 02, 2022
9,788
$11.91 - $39.34 $117K - $385K
PDCE
Pdc Energy, Inc.

Energy
Q2 2022 Filed on Aug 02, 2022
4,836
$59.07 - $86.18 $286K - $417K
Avantor Inc
Q2 2022 Filed on Aug 02, 2022
1,997
N/A
ESTA
Establishment Labs Holdings Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
3,245
$50.15 - $84.52 $163K - $274K
SIX
Six Flags Entertainment Corp

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
4,655
$20.19 - $42.76 $94K - $199K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 02, 2022
1,465
$78.73 - $174.71 $115K - $256K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
Q2 2022 Filed on Aug 02, 2022
7,078
$46.35 - $71.38 $328K - $505K
E
Eni Spa

Energy
Q2 2022 Filed on Aug 02, 2022
23,700
$23.81 - $31.29 $564K - $742K
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
930
$97.45 - $243.15 $90.6K - $226K
NDLS
Noodles & CO

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
14,420
$4.65 - $6.6 $67.1K - $95.2K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
5,041
$113.0 - $141.23 $570K - $712K
KB
Kb Financial Group Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
5,973
$37.1 - $50.16 $222K - $300K
NTRS
Northern Trust Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,858
$91.46 - $115.55 $170K - $215K
Broadcom Inc
Q2 2022 Filed on Aug 02, 2022
109
N/A
CTLT
Catalent, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,933
$87.2 - $114.05 $430K - $563K
U
Unity Software Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
4,757
$30.3 - $108.64 $144K - $517K
JAMF
Jamf Holding Corp.

Technology
Q2 2022 Filed on Aug 02, 2022
5,938
$21.37 - $35.59 $127K - $211K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
10,187
$17.01 - $29.11 $173K - $297K
SGRY
Surgery Partners, Inc.

Healthcare
Q2 2022 Filed on Aug 02, 2022
4,460
$27.55 - $61.69 $123K - $275K
XPO
Xpo Logistics, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
6,136
$45.7 - $69.91 $280K - $429K
SHYF
Shyft Group, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
6,166
$18.59 - $35.57 $115K - $219K
CRTO
Criteo S.A.

Communication Services
Q2 2022 Filed on Aug 02, 2022
9,356
$23.5 - $27.78 $220K - $260K
EB
Eventbrite, Inc.

Technology
Q2 2022 Filed on Aug 02, 2022
14,309
$9.81 - $15.57 $140K - $223K
CPRI
Capri Holdings LTD

Consumer Cyclical
Q2 2022 Filed on Aug 02, 2022
6,032
$37.31 - $52.14 $225K - $315K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,010
$28.0 - $113.85 $112K - $457K
HUBG
Hub Group, Inc.

Industrials
Q2 2022 Filed on Aug 02, 2022
3,751
$61.35 - $78.62 $230K - $295K
Cerner Corp
Q2 2022 Filed on Aug 02, 2022
6,502
N/A
FAS
Direxion Daily Financial Bull

ETFs
Q2 2022 Filed on Aug 02, 2022
1,880
$58.58 - $116.57 $110K - $219K
MFG
Mizuho Financial Group Inc

Financial Services
Q2 2022 Filed on Aug 02, 2022
21,261
$2.16 - $2.63 $45.9K - $55.9K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q2 2022 Filed on Aug 02, 2022
7,887
$88.4 - $105.81 $697K - $835K
AZEK
Azek CO Inc.

Industrials
Q1 2022 Filed on May 03, 2022
7,498
$24.26 - $45.85 $182K - $344K
BECN
Beacon Roofing Supply Inc

Industrials
Q1 2022 Filed on May 03, 2022
5,379
$51.78 - $62.86 $279K - $338K
AIMC
Altra Industrial Motion Corp.

Industrials
Q1 2022 Filed on May 03, 2022
4,385
$37.85 - $53.53 $166K - $235K
ABCB
Ameris Bancorp

Financial Services
Q1 2022 Filed on May 03, 2022
4,681
$43.88 - $55.27 $205K - $259K
FMC
Fmc Corp

Basic Materials
Q1 2022 Filed on May 03, 2022
3,604
$107.35 - $136.55 $387K - $492K
PZZA
Papa Johns International Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
2,175
$94.17 - $133.14 $205K - $290K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on May 03, 2022
9,070
$51.49 - $53.86 $467K - $489K
MTH
Meritage Homes Corp

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
2,356
$79.23 - $119.49 $187K - $282K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on May 03, 2022
3,397
$54.28 - $58.95 $184K - $200K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on May 03, 2022
6,197
$41.96 - $50.45 $260K - $313K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2022 Filed on May 03, 2022
3,570
$81.03 - $87.06 $289K - $311K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 03, 2022
11,901
$72.45 - $85.55 $862K - $1.02M
URBN
Urban Outfitters Inc

Consumer Cyclical
Q1 2022 Filed on May 03, 2022
7,044
$23.96 - $29.99 $169K - $211K
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