Soa Wealth Advisors, Llc. Closed Holding Positions

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
16
$133.13 - $149.49 $2.13K - $2.39K
BAX
Baxter International Inc

Healthcare
Q3 2021 Filed on Oct 12, 2021
126
$73.77 - $83.61 $9.3K - $10.5K
Orbcomm Inc Com
Q3 2021 Filed on Oct 12, 2021
8,400
N/A
UBSI
United Bankshares Inc

Financial Services
Q3 2021 Filed on Oct 12, 2021
909
$32.14 - $36.86 $29.2K - $33.5K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
150
$62.19 - $83.24 $9.33K - $12.5K
AEE
Ameren Corp

Utilities
Q3 2021 Filed on Oct 12, 2021
0
$80.7 - $89.98 $0 - $0
SNY
Sanofi

Healthcare
Q3 2021 Filed on Oct 12, 2021
312
$47.89 - $53.12 $14.9K - $16.6K
Seagate Technology PLC Shs
Q2 2021 Filed on Jul 14, 2021
7
N/A
IRM
Iron Mountain Inc

Real Estate
Q2 2021 Filed on Jul 14, 2021
5
$37.3 - $47.02 $187 - $235
HRB
H&R Block Inc

Consumer Cyclical
Q2 2021 Filed on Jul 14, 2021
0
$21.86 - $26.19 $0 - $0
STE
Steris PLC

Healthcare
Q2 2021 Filed on Jul 14, 2021
3
$188.43 - $216.47 $565 - $649
Ishares Comex Gold Trust
Q2 2021 Filed on Jul 14, 2021
280
N/A
XRX
Xerox Holdings Corp

Technology
Q2 2021 Filed on Jul 14, 2021
60
$22.85 - $25.32 $1.37K - $1.52K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2021 Filed on Jul 14, 2021
48
$32.11 - $35.3 $1.54K - $1.69K
MKTX
Marketaxess Holdings Inc

Financial Services
Q2 2021 Filed on Jul 14, 2021
1
$432.89 - $539.68 $433 - $540
Resonant Inc Com
Q2 2021 Filed on Jul 14, 2021
2,000
N/A
Nov Inc Com
Q2 2021 Filed on Jul 14, 2021
33
N/A
Perspecta Inc Com
Q2 2021 Filed on Jul 14, 2021
1
N/A
Varian Med Sys Inc Com
Q2 2021 Filed on Jul 14, 2021
6
N/A
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q2 2021 Filed on Jul 14, 2021
201
$22.42 - $23.4 $4.51K - $4.7K
CE
Celanese Corp

Basic Materials
Q2 2021 Filed on Jul 14, 2021
1
$146.47 - $169.03 $146 - $169
CTRA
Coterra Energy Inc.

Energy
Q2 2021 Filed on Jul 14, 2021
1
$15.33 - $19.09 $15.3 - $19.1
FUBO
Fubo Tv Inc.

Communication Services
Q2 2021 Filed on Jul 14, 2021
32
$16.35 - $34.25 $523 - $1.1K
ZBRA
Zebra Technologies Corp

Technology
Q2 2021 Filed on Jul 14, 2021
1
$464.39 - $536.06 $464 - $536
Iac Interactivecorp New Com
Q2 2021 Filed on Jul 14, 2021
25
N/A
CLOV
Clover Health Investments, Corp.

Healthcare
Q2 2021 Filed on Jul 14, 2021
108
$6.82 - $22.15 $737 - $2.39K
Fs Kkr Cap Corp Ii Com
Q2 2021 Filed on Jul 14, 2021
1,208
N/A
FCEL
Fuelcell Energy Inc

Industrials
Q2 2021 Filed on Jul 14, 2021
1,000
$7.13 - $14.35 $7.13K - $14.4K
FLS
Flowserve Corp

Industrials
Q2 2021 Filed on Jul 14, 2021
139
$38.96 - $44.31 $5.42K - $6.16K
NDAQ
Nasdaq, Inc.

Financial Services
Q2 2021 Filed on Jul 14, 2021
1
$150.78 - $179.79 $151 - $180
JILL
J.Jill, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 14, 2021
357
$7.15 - $23.99 $2.55K - $8.56K
Gabelli Util Tr Subscription Rt
Q2 2021 Filed on Jul 14, 2021
126
N/A
Fintech Acquisition Corp Iv Cl A
Q2 2021 Filed on Jul 14, 2021
2,840
N/A
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
Q2 2021 Filed on Jul 14, 2021
197
$14.94 - $16.5 $2.94K - $3.25K
IAG
Iamgold Corp

Basic Materials
Q2 2021 Filed on Jul 14, 2021
310
$2.9 - $3.83 $899 - $1.19K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2021 Filed on Jul 14, 2021
12
$159.69 - $175.61 $1.92K - $2.11K
IPGP
Ipg Photonics Corp

Technology
Q2 2021 Filed on Jul 14, 2021
1
$187.5 - $238.71 $188 - $239
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 14, 2021
1
$109.25 - $112.9 $109 - $113
Quantumscape Corp Com Cl A
Q2 2021 Filed on Jul 14, 2021
54
N/A
ENLV
Enlivex Therapeutics Ltd.

Healthcare
Q2 2021 Filed on Jul 14, 2021
327
$8.61 - $12.1 $2.82K - $3.96K
Aphria Inc Com
Q2 2021 Filed on Jul 14, 2021
39
N/A
PODD
Insulet Corp

Healthcare
Q2 2021 Filed on Jul 14, 2021
150
$225.52 - $304.06 $33.8K - $45.6K
WHR
Whirlpool Corp

Consumer Cyclical
Q2 2021 Filed on Jul 14, 2021
1
$210.58 - $252.95 $211 - $253
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
15
$101.35 - $167.42 $1.52K - $2.51K
AIRC
Apartment Income Reit Corp.

Real Estate
Q1 2021 Filed on Apr 26, 2021
8
$36.9 - $45.4 $295 - $363
JENGQ
Just Energy Group Inc.

ETFs
Q1 2021 Filed on Apr 26, 2021
290
$0.71 - $8.09 $206 - $2.35K
Zomedica Corp Com
Q1 2021 Filed on Apr 26, 2021
0
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2021 Filed on Apr 26, 2021
14
$98.85 - $110.32 $1.38K - $1.54K
Hexo Corp Com New
Q1 2021 Filed on Apr 26, 2021
25
N/A
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