Phoenix Wealth Advisors Closed Holding Positions

Phoenix Wealth Advisors

  • $215 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLGT
Fulgent Genetics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
50
$77.3 - $105.0 $3.87K - $5.25K
NAPA
Duckhorn Portfolio, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
280
$18.35 - $23.52 $5.14K - $6.59K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
200
$17.76 - $27.69 $3.55K - $5.54K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
10
$194.71 - $293.18 $1.95K - $2.93K
CAMT
Camtek LTD

Technology
Q4 2021 Filed on Feb 11, 2022
700
$38.34 - $48.15 $26.8K - $33.7K
ACWI
Ishares Msci Acwi ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
100
$99.52 - $107.23 $9.95K - $10.7K
ICLN
Ishares

ETFs
Q4 2021 Filed on Feb 11, 2022
1,383
$20.44 - $25.79 $28.3K - $35.7K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q4 2021 Filed on Feb 11, 2022
230
$352.62 - $403.99 $81.1K - $92.9K
ISRG
Intuitive Surgical Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
5
$319.93 - $365.42 $1.6K - $1.83K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2021 Filed on Feb 11, 2022
68
$135.47 - $153.12 $9.21K - $10.4K
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
25
$121.82 - $140.2 $3.05K - $3.5K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2021 Filed on Feb 11, 2022
180
$106.37 - $130.68 $19.1K - $23.5K
EMN
Eastman Chemical CO

Basic Materials
Q4 2021 Filed on Feb 11, 2022
64
$102.11 - $120.91 $6.54K - $7.74K
DLR
Digital Realty Trust, Inc.

Real Estate
Q4 2021 Filed on Feb 11, 2022
180
$139.73 - $176.87 $25.2K - $31.8K
BAM
Brookfield Asset Management Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
100
$53.79 - $61.85 $5.38K - $6.19K
ASAN
Asana, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
335
$64.2 - $142.68 $21.5K - $47.8K
AES
Aes Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
266
$22.84 - $25.66 $6.08K - $6.83K
KLAC
Kla Corp

Technology
Q4 2021 Filed on Feb 11, 2022
11
$319.55 - $440.17 $3.52K - $4.84K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
42
$75.2 - $88.55 $3.16K - $3.72K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 11, 2022
215
$94.82 - $104.66 $20.4K - $22.5K
BHF
Brighthouse Financial, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
3
$46.17 - $55.37 $139 - $166
TEAM
Atlassian Corp PLC

Technology
Q4 2021 Filed on Feb 11, 2022
10
$343.33 - $458.13 $3.43K - $4.58K
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Feb 11, 2022
20
$100.34 - $161.91 $2.01K - $3.24K
TXG
10x Genomics, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
45
$135.05 - $182.59 $6.08K - $8.22K
WIX
Wix.Com Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
40
$138.73 - $200.92 $5.55K - $8.04K
USB
Us Bancorp \De\

Financial Services
Q4 2021 Filed on Feb 11, 2022
96
$54.85 - $62.74 $5.27K - $6.02K
UL
Unilever PLC

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
131
$50.61 - $54.21 $6.63K - $7.1K
TTD
Trade Desk, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
100
$66.03 - $111.64 $6.6K - $11.2K
TEL
Te Connectivity Ltd.

Technology
Q4 2021 Filed on Feb 11, 2022
79
$140.29 - $166.05 $11.1K - $13.1K
SXT
Sensient Technologies Corp

Basic Materials
Q4 2021 Filed on Feb 11, 2022
26
$88.75 - $105.34 $2.31K - $2.74K
ROK
Rockwell Automation, Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
39
$292.75 - $351.35 $11.4K - $13.7K
RBLX
Roblox Corp

Communication Services
Q4 2021 Filed on Feb 11, 2022
100
$70.22 - $134.72 $7.02K - $13.5K
RTX
Raytheon Technologies Corp

Industrials
Q4 2021 Filed on Feb 11, 2022
321
$79.05 - $91.86 $25.4K - $29.5K
ATNF
180 Life Sciences Corp.

Healthcare
Q4 2021 Filed on Feb 11, 2022
2,000
$3.27 - $6.38 $6.54K - $12.8K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
72
$142.5 - $168.39 $10.3K - $12.1K
GS
Goldman Sachs Group Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
64
$371.61 - $423.85 $23.8K - $27.1K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q4 2021 Filed on Feb 11, 2022
1,254
$13.79 - $15.05 $17.3K - $18.9K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1,714
$69.13 - $81.02 $118K - $139K
DUK
Duke Energy Corp

Utilities
Q4 2021 Filed on Feb 11, 2022
1,398
$96.62 - $104.9 $135K - $147K
DOW
Dow Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
1,389
$52.76 - $60.06 $73.3K - $83.4K
DG
Dollar General Corp

Consumer Defensive
Q4 2021 Filed on Feb 11, 2022
278
$205.61 - $235.83 $57.2K - $65.6K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
2,306
$135.09 - $284.11 $312K - $655K
DNP
Dnp Select Income Fund Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,714
$10.56 - $10.97 $39.2K - $40.7K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
5,440
$21.68 - $27.27 $118K - $148K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
4
$99.91 - $140.28 $400 - $561
DE
Deere & CO

Industrials
Q4 2021 Filed on Feb 11, 2022
166
$329.0 - $367.86 $54.6K - $61.1K
CMI
Cummins Inc

Industrials
Q4 2021 Filed on Feb 11, 2022
471
$206.99 - $245.33 $97.5K - $116K
CTVA
Corteva, Inc.

Basic Materials
Q4 2021 Filed on Feb 11, 2022
465
$41.95 - $48.7 $19.5K - $22.6K
GLW
Corning Inc

Technology
Q4 2021 Filed on Feb 11, 2022
449
$35.39 - $39.43 $15.9K - $17.7K
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