Strategic Advisors LLC Closed Holding Positions

Strategic Advisors LLC

  • $530 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
Q2 2022 Filed on Aug 03, 2022
2,000
$84.92 - $108.33 $170K - $217K
WFC
Wells Fargo & Company

Financial Services
Q2 2022 Filed on Aug 03, 2022
4,700
$37.43 - $49.33 $176K - $232K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
1,873
$56.81 - $112.28 $106K - $210K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2022 Filed on Aug 03, 2022
32,397
$31.13 - $37.19 $1.01M - $1.2M
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Aug 03, 2022
20,148
$32.77 - $42.22 $660K - $851K
ICLN
Ishares

ETFs
Q2 2022 Filed on Aug 03, 2022
36,735
$16.82 - $22.08 $618K - $811K
JETS
ETF Ser Solutions U S Global J

ETFs
Q2 2022 Filed on Aug 03, 2022
56,045
$16.05 - $22.8 $900K - $1.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Aug 03, 2022
2,876
$60.93 - $72.3 $175K - $208K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q2 2022 Filed on Aug 03, 2022
10,000
$3.85 - $5.04 $38.5K - $50.4K
EW
Edwards Lifesciences Corp

Healthcare
Q2 2022 Filed on Aug 03, 2022
1,782
$86.5 - $128.27 $154K - $229K
Nuveen Enhanced Muni Value
Q2 2022 Filed on Aug 03, 2022
10,000
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
11,300
$44.64 - $55.71 $504K - $630K
MRNA
Moderna, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
24,436
$126.46 - $235.05 $3.09M - $5.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2022 Filed on May 10, 2022
2,190
$99.29 - $140.66 $217K - $308K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
1,376
$209.29 - $270.74 $288K - $373K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on May 10, 2022
1,209
$153.19 - $251.05 $185K - $304K
SE
Sea LTD

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
6,466
$87.78 - $223.31 $568K - $1.44M
ADSK
Autodesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
6,878
$188.7 - $283.72 $1.3M - $1.95M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
Q1 2022 Filed on May 10, 2022
12,000
$15.98 - $19.52 $192K - $234K
PLTR
Palantir Technologies Inc.

Technology
Q1 2022 Filed on May 10, 2022
128,494
$10.43 - $18.53 $1.34M - $2.38M
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
4,764
$93.61 - $194.94 $446K - $929K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 10, 2022
1,054
$159.93 - $207.74 $169K - $219K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q1 2022 Filed on May 10, 2022
20,250
$19.06 - $20.42 $386K - $414K
BIGZ
Black Rock Innovation & Growth Trust
Q1 2022 Filed on May 10, 2022
25,000
$10.23 - $14.97 $256K - $374K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
51,189
$22.12 - $28.79 $1.13M - $1.47M
STZ
Constellation Brands, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 21, 2022
9,279
$211.62 - $250.97 $1.96M - $2.33M
Draft Kings Inc
Q4 2021 Filed on Jan 21, 2022
36,912
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2021 Filed on Jan 21, 2022
12,033
$53.63 - $62.52 $645K - $752K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Jan 21, 2022
1,089
$181.81 - $285.66 $198K - $311K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Jan 21, 2022
5,230
$38.29 - $39.43 $200K - $206K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 21, 2022
1,965
$111.96 - $177.7 $220K - $349K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q3 2021 Filed on Oct 21, 2021
49,402
$47.75 - $62.35 $2.36M - $3.08M
Weingarten Rlty Invs Sbi
Q3 2021 Filed on Oct 21, 2021
18,550
N/A
PLUG
Plug Power Inc

Industrials
Q3 2021 Filed on Oct 21, 2021
7,142
$23.76 - $33.31 $170K - $238K
Varian Medical Systems
Q2 2021 Filed on Aug 10, 2021
1,600
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
3,354
$78.55 - $84.59 $263K - $284K
HQY
Healthequity, Inc.

Healthcare
Q2 2021 Filed on Aug 10, 2021
15,026
$66.24 - $84.6 $995K - $1.27M
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on Aug 10, 2021
1,843
$132.71 - $192.38 $245K - $355K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q2 2021 Filed on Aug 10, 2021
3,852
$69.1 - $91.88 $266K - $354K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q1 2021 Filed on May 05, 2021
12,701
$31.84 - $33.73 $404K - $428K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q1 2021 Filed on May 05, 2021
30,800
$2.16 - $4.26 $66.5K - $131K
C
Citigroup Inc

Financial Services
Q1 2021 Filed on May 05, 2021
3,175
$57.99 - $75.18 $184K - $239K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2021 Filed on May 05, 2021
5,118
$53.92 - $58.74 $276K - $301K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on May 05, 2021
6,229
$131.03 - $175.09 $816K - $1.09M
ADP
Automatic Data Processing Inc

Industrials
Q1 2021 Filed on May 05, 2021
1,323
$161.03 - $192.69 $213K - $255K
ENX
Eaton Vance New York Municipal Bond Fund

Financial Services
Q1 2021 Filed on May 05, 2021
13,225
$11.9 - $12.48 $157K - $165K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2021 Filed on May 05, 2021
23,350
$52.94 - $60.18 $1.24M - $1.41M
SH
Proshares Short S&P500 New (De

ETFs
Q1 2021 Filed on May 05, 2021
16,634
$16.76 - $18.21 $279K - $303K
AXU
Alexco Resource Corp

Basic Materials
Q4 2020 Filed on Feb 11, 2021
10,764
$2.34 - $3.18 $25.2K - $34.2K
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