Sax Wealth Advisors, LLC Closed Holding Positions

Sax Wealth Advisors, LLC

  • $1.11 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TPVG
Triple Point Venture Growth Bdc Corp.

Financial Services
Q2 2022 Filed on Aug 11, 2022
10,683
$12.17 - $17.88 $130K - $191K
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
1,476
$136.59 - $243.0 $202K - $359K
SNPS
Synopsys Inc

Technology
Q2 2022 Filed on Aug 11, 2022
1,009
$260.83 - $340.15 $263K - $343K
TWLO
Twilio Inc

Communication Services
Q2 2022 Filed on Aug 11, 2022
1,764
$78.73 - $174.71 $139K - $308K
RWX
Spdr Dow Jones International R

ETFs
Q2 2022 Filed on Aug 11, 2022
8,842
$28.22 - $34.54 $250K - $305K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
1,090
$82.0 - $100.06 $89.4K - $109K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
1,294
$126.57 - $168.36 $164K - $218K
MCHP
Microchip Technology Inc

Technology
Q2 2022 Filed on Aug 11, 2022
3,080
$57.13 - $74.38 $176K - $229K
AAL
American Airlines Group Inc.

Industrials
Q2 2022 Filed on Aug 11, 2022
11,300
$12.16 - $20.22 $137K - $228K
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2022 Filed on Apr 20, 2022
1,393
$132.26 - $148.34 $184K - $207K
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
3,300
$42.94 - $78.29 $142K - $258K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,525
$119.6 - $152.37 $182K - $232K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 20, 2022
2,481
$52.29 - $96.99 $130K - $241K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
972
$126.46 - $235.05 $123K - $228K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q4 2021 Filed on Feb 07, 2022
2,575
N/A
IDV
Ishares Tr

ETFs
Q4 2021 Filed on Feb 07, 2022
7,415
$29.77 - $31.71 $221K - $235K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Feb 07, 2022
1,700
$99.53 - $127.75 $169K - $217K
RDS-A
Shell PLC

Energy
Q4 2021 Filed on Feb 07, 2022
5,105
$41.59 - $49.44 $212K - $252K
Peoples United Financial Inc
Q4 2021 Filed on Feb 07, 2022
22,425
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q4 2021 Filed on Feb 07, 2022
4,730
$33.53 - $45.38 $159K - $215K
CCL
Carnival Corp

Consumer Cyclical
Q3 2021 Filed on Dec 10, 2021
8,706
$19.72 - $26.38 $172K - $230K
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2021 Filed on Dec 10, 2021
4,373
$43.46 - $53.08 $190K - $232K
SO
Southern CO

Utilities
Q2 2021 Filed on Aug 12, 2021
3,232
$60.46 - $66.42 $195K - $215K
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