Sugarloaf Wealth Management, LLC Closed Holding Positions

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Royal Caribbean Group
Q4 2020 Filed on Feb 03, 2021
2
N/A
Schrodinger Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Select Sector Spdr Tr
Q4 2020 Filed on Feb 03, 2021
1
N/A
Select Sector Spdr Tr
Q4 2020 Filed on Feb 03, 2021
1
N/A
Svb Financial Group
Q4 2020 Filed on Feb 03, 2021
1
N/A
Visa Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
Visa Inc
Q4 2020 Filed on Feb 03, 2021
0
N/A
Vroom Inc
Q4 2020 Filed on Feb 03, 2021
1
N/A
AAOI
Applied Optoelectronics, Inc.

Technology
Q4 2020 Filed on Feb 03, 2021
124
$7.4 - $11.83 $918 - $1.47K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,000
$21.36 - $24.05 $21.4K - $24.1K
Mylan N V
Q4 2020 Filed on Feb 03, 2021
325
N/A
Monocle Acquisition Corp
Q4 2020 Filed on Feb 03, 2021
150
N/A
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
600
$25.37 - $30.28 $15.2K - $18.2K
Apex Technology Acquisition
Q4 2020 Filed on Feb 03, 2021
200
N/A
EBIX
Ebix Inc

Technology
Q4 2020 Filed on Feb 03, 2021
302
$18.06 - $37.97 $5.45K - $11.5K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
734
$30.05 - $38.66 $22.1K - $28.4K
United States Oil Fund LP
Q4 2020 Filed on Feb 03, 2021
1,686
N/A
UBSI
United Bankshares Inc

Financial Services
Q4 2020 Filed on Feb 03, 2021
1,816
$22.2 - $32.43 $40.3K - $58.9K
SIVB
Svb Financial Group

Financial Services
Q4 2020 Filed on Feb 03, 2021
100
$245.3 - $387.83 $24.5K - $38.8K
SJM
J M Smucker CO

Consumer Defensive
Q4 2020 Filed on Feb 03, 2021
300
$111.24 - $120.11 $33.4K - $36K
PRTY
Party City Holdco Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 03, 2021
35
$1.78 - $6.7 $62.3 - $235
Livongo Health Inc
Q4 2020 Filed on Feb 03, 2021
150
N/A
Aurora Cannabis Inc
Q4 2020 Filed on Feb 03, 2021
8
N/A
Conyers Pk Ii Acquisition CO
Q4 2020 Filed on Feb 03, 2021
250
N/A
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q4 2020 Filed on Feb 03, 2021
100
$34.58 - $40.06 $3.46K - $4.01K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q4 2020 Filed on Feb 03, 2021
1,217
$42.71 - $50.11 $52K - $61K
Apex Technology Acquisition
Q4 2020 Filed on Feb 03, 2021
150
N/A
IEO
Ishares Tr

ETFs
Q4 2020 Filed on Feb 03, 2021
750
$24.48 - $38.57 $18.4K - $28.9K
TUP
Tupperware Brands Corp

Consumer Cyclical
Q3 2020 Filed on Nov 03, 2020
32
$5.58 - $26.75 $179 - $856
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2020 Filed on Nov 03, 2020
64
$13.3 - $15.5 $851 - $992
UMPQ
Umpqua Holdings Corp

Financial Services
Q3 2020 Filed on Nov 03, 2020
2
$9.87 - $12.05 $19.7 - $24.1
Anthem Inc
Q3 2020 Filed on Nov 03, 2020
1
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q3 2020 Filed on Nov 03, 2020
1
$52.71 - $55.59 $52.7 - $55.6
Iberiabank Corp
Q3 2020 Filed on Nov 03, 2020
38
N/A
Rubicon Proj Inc
Q3 2020 Filed on Nov 03, 2020
9,618
N/A
PARA
Paramount Global

Communication Services
Q3 2020 Filed on Nov 03, 2020
20
$22.1 - $30.68 $442 - $614
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
Q3 2020 Filed on Nov 03, 2020
934
$20.39 - $22.23 $19K - $20.8K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2020 Filed on Nov 03, 2020
1,027
$56.71 - $65.92 $58.2K - $67.7K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q3 2020 Filed on Nov 03, 2020
858
$48.36 - $53.16 $41.5K - $45.6K
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q3 2020 Filed on Nov 03, 2020
100
$35.79 - $48.81 $3.58K - $4.88K
WPP
Wpp PLC

Communication Services
Q3 2020 Filed on Nov 03, 2020
78
$36.14 - $43.88 $2.82K - $3.42K
Jmp Group LLC
Q3 2020 Filed on Nov 03, 2020
427
N/A
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
500
$36.78 - $64.79 $18.4K - $32.4K
Logmein Inc
Q3 2020 Filed on Nov 03, 2020
6
N/A
SSL
Sasol LTD

Basic Materials
Q3 2020 Filed on Nov 03, 2020
35
$7.46 - $9.13 $261 - $320
Delta Air Lines Inc Del
Q3 2020 Filed on Nov 03, 2020
5
N/A
Hertz Global Hldgs Inc
Q3 2020 Filed on Nov 03, 2020
25
N/A
Sysco Corp
Q3 2020 Filed on Nov 03, 2020
1
N/A
General Electric CO
Q3 2020 Filed on Nov 03, 2020
5
N/A
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