Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Jul 20, 2021
100
$281.02 - $400.68 $28.1K - $40.1K
Magnite Inc
Q2 2021 Filed on Jul 20, 2021
1
N/A
Crowdstrike Hldgs Inc
Q2 2021 Filed on Jul 20, 2021
108
N/A
Draftkings Inc
Q2 2021 Filed on Jul 20, 2021
100
N/A
Hms Hldgs Corp
Q2 2021 Filed on Jul 20, 2021
121
N/A
DOCU
Docusign, Inc.

Technology
Q2 2021 Filed on Jul 20, 2021
100
$180.16 - $284.48 $18K - $28.4K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
Q2 2021 Filed on Jul 20, 2021
1,608
$12.97 - $13.4 $20.9K - $21.5K
CTXS
Citrix Systems Inc

Technology
Q2 2021 Filed on Jul 20, 2021
40
$113.34 - $142.77 $4.53K - $5.71K
Ishares Gold Tr
Q2 2021 Filed on Jul 20, 2021
15,000
N/A
Slack Technologies Inc
Q2 2021 Filed on Jul 20, 2021
5
N/A
BLUE
Bluebird Bio, Inc.

Healthcare
Q2 2021 Filed on Jul 20, 2021
528
$18.04 - $22.09 $9.53K - $11.7K
Seagate Technology PLC
Q2 2021 Filed on Jul 20, 2021
79
N/A
Perspecta Inc
Q2 2021 Filed on Jul 20, 2021
39
N/A
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q1 2021 Filed on Apr 19, 2021
405
$29.35 - $30.12 $11.9K - $12.2K
Vereit Inc
Q1 2021 Filed on Apr 19, 2021
109
N/A
Sea LTD
Q1 2021 Filed on Apr 19, 2021
1
N/A
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2021 Filed on Apr 19, 2021
268
$86.14 - $104.49 $23.1K - $28K
Wyndham Destinations Inc
Q1 2021 Filed on Apr 19, 2021
49
N/A
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2021 Filed on Apr 19, 2021
106
$7.21 - $11.72 $764 - $1.24K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2021 Filed on Apr 19, 2021
250
$26.38 - $28.71 $6.6K - $7.18K
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 19, 2021
32
$14.07 - $18.02 $450 - $577
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2021 Filed on Apr 19, 2021
33
$25.74 - $31.42 $849 - $1.04K
MD
Mednax, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
76
$20.82 - $28.6 $1.58K - $2.17K
GHL
Greenhill & CO Inc

Financial Services
Q1 2021 Filed on Apr 19, 2021
29
$11.35 - $18.68 $329 - $542
Anthem Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Rh
Q1 2021 Filed on Apr 19, 2021
1
N/A
SMB
Vaneck Short Muni ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
1,020
$17.96 - $18.19 $18.3K - $18.6K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2021 Filed on Apr 19, 2021
632
$50.99 - $52.34 $32.2K - $33.1K
Abiomed Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Apple Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Baidu Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
5
N/A
Unitedhealth Group Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
SU
Suncor Energy Inc

Energy
Q1 2021 Filed on Apr 19, 2021
194
$16.72 - $23.53 $3.24K - $4.56K
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
5
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
4
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
10
N/A
Cameco Corp
Q1 2021 Filed on Apr 19, 2021
3
N/A
Cloudflare Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
Goldman Sachs Group Inc
Q1 2021 Filed on Apr 19, 2021
0
N/A
Jfrog LTD
Q1 2021 Filed on Apr 19, 2021
1
N/A
Fubotv Inc
Q1 2021 Filed on Apr 19, 2021
1
N/A
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2021 Filed on Apr 19, 2021
300
$21.88 - $25.46 $6.56K - $7.64K
ALBO
Albireo Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 19, 2021
10
$32.03 - $42.85 $320 - $429
Cc Neuberger Principal Hldng
Q1 2021 Filed on Apr 19, 2021
400
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
5
$25.38 - $37.1 $127 - $186
Delta Air Lines Inc Del
Q1 2021 Filed on Apr 19, 2021
1
N/A
COMM
Comm Scope Holding Company, Inc.

Technology
Q1 2021 Filed on Apr 19, 2021
1,000
$12.94 - $16.81 $12.9K - $16.8K
BE
Bloom Energy Corp

Industrials
Q1 2021 Filed on Apr 19, 2021
500
$23.4 - $42.65 $11.7K - $21.3K
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