Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

  • $227 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SNPS
Synopsys Inc

Technology
Q2 2022 Filed on Jul 12, 2022
2,200
$260.83 - $340.15 $574K - $748K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
825
$5.71 - $6.69 $4.71K - $5.52K
HRB
H&R Block Inc

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
600
$23.77 - $36.27 $14.3K - $21.8K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
72
$101.7 - $144.56 $7.32K - $10.4K
EWH
Ishares Msci Hong Kong ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
303
$20.51 - $23.09 $6.21K - $7K
EWJ
Ishares Msci Japan ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
1,567
$52.06 - $62.43 $81.6K - $97.8K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
Q2 2022 Filed on Jul 12, 2022
98
$91.51 - $110.2 $8.97K - $10.8K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q2 2022 Filed on Jul 12, 2022
106
$61.85 - $78.06 $6.56K - $8.27K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q2 2022 Filed on Jul 12, 2022
69
$86.2 - $103.37 $5.95K - $7.13K
EWG
Ishares Msci Germany ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
219
$23.01 - $28.61 $5.04K - $6.27K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
2,054
$29.18 - $34.2 $59.9K - $70.2K
AEP
American Electric Power CO Inc

Utilities
Q2 2022 Filed on Jul 12, 2022
45
$88.41 - $104.49 $3.98K - $4.7K
RDS-A
Shell PLC

Energy
Q2 2022 Filed on Jul 12, 2022
300
N/A
Discovery Inc
Q2 2022 Filed on Jul 12, 2022
75
N/A
SIMO
Silicon Motion Technology Corp

Technology
Q2 2022 Filed on Jul 12, 2022
400
$65.92 - $95.16 $26.4K - $38.1K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
225
$23.08 - $25.81 $5.19K - $5.81K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
3,500
$9.56 - $11.34 $33.5K - $39.7K
Osi ETF Tr
Q2 2022 Filed on Jul 12, 2022
303
N/A
PCAR
Paccar Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
105
$79.81 - $89.38 $8.38K - $9.38K
SIVB
Svb Financial Group

Financial Services
Q2 2022 Filed on Jul 12, 2022
80
$389.13 - $547.75 $31.1K - $43.8K
CORN
Teucrium Commodity Trust

ETFs
Q2 2022 Filed on Jul 12, 2022
2,100
$25.16 - $30.05 $52.8K - $63.1K
MAXR
Maxar Technologies Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
200
$24.42 - $39.22 $4.88K - $7.84K
RDVY
First Trust Rising Dividend Ac

ETFs
Q2 2022 Filed on Jul 12, 2022
224
$40.42 - $49.12 $9.05K - $11K
Draftkings Inc
Q2 2022 Filed on Jul 12, 2022
162
N/A
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 12, 2022
100
$280.61 - $420.45 $28.1K - $42K
Quidel Corp
Q2 2022 Filed on Jul 12, 2022
100
N/A
MTCH
Match Group, Inc.

Communication Services
Q2 2022 Filed on Jul 12, 2022
101
$68.56 - $113.34 $6.92K - $11.4K
FLGT
Fulgent Genetics, Inc.

Healthcare
Q2 2022 Filed on Jul 12, 2022
100
$47.98 - $62.75 $4.8K - $6.28K
DAC
Danaos Corp

Industrials
Q2 2022 Filed on Jul 12, 2022
250
$62.02 - $104.34 $15.5K - $26.1K
LEVI
Levi Strauss & CO

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
3
$16.16 - $20.37 $48.5 - $61.1
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q2 2022 Filed on Jul 12, 2022
500
$67.91 - $87.08 $34K - $43.5K
SLVP
Ishares Msci Global Silver And

ETFs
Q2 2022 Filed on Jul 12, 2022
2,000
$9.87 - $15.34 $19.7K - $30.7K
ASTE
Astec Industries Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
100
$36.58 - $48.53 $3.66K - $4.85K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
272
$13.1 - $16.44 $3.56K - $4.47K
DIOD
Diodes Inc

Technology
Q2 2022 Filed on Jul 12, 2022
428
$63.83 - $84.76 $27.3K - $36.3K
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
1,050
$9.37 - $14.96 $9.84K - $15.7K
ALTL
Pacer Lunt Large Cap Altenator

Technology
Q2 2022 Filed on Jul 12, 2022
750
$38.68 - $45.83 $29K - $34.4K
BKKT
Bakkt Holdings, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
200
$2.1 - $6.26 $420 - $1.25K
IAG
Iamgold Corp

Basic Materials
Q2 2022 Filed on Jul 12, 2022
15,000
$1.61 - $3.71 $24.2K - $55.7K
GFI
Gold Fields LTD

Basic Materials
Q2 2022 Filed on Jul 12, 2022
4,000
$9.11 - $16.23 $36.4K - $64.9K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q2 2022 Filed on Jul 12, 2022
109
$20.89 - $26.28 $2.28K - $2.86K
EWS
Ishares Inc Msci Singapore ETF

ETFs
Q2 2022 Filed on Jul 12, 2022
3,000
$17.53 - $21.4 $52.6K - $64.2K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q2 2022 Filed on Jul 12, 2022
810
$5.74 - $6.41 $4.65K - $5.19K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 12, 2022
250
$41.28 - $50.73 $10.3K - $12.7K
UBS
Ubs Group Ag

Financial Services
Q2 2022 Filed on Jul 12, 2022
358
$15.58 - $19.96 $5.58K - $7.15K
Tonix Pharmaceuticals Hldg C
Q2 2022 Filed on Jul 12, 2022
500
N/A
RAMP
Live Ramp Holdings, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
149
$23.01 - $38.89 $3.43K - $5.79K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Jul 12, 2022
110
$130.25 - $170.4 $14.3K - $18.7K
PFGC
Performance Food Group CO

Consumer Defensive
Q2 2022 Filed on Jul 12, 2022
128
$38.87 - $53.91 $4.98K - $6.9K
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