Tiedemann Advisors, LLC Closed Holding Positions

Tiedemann Advisors, LLC

  • $2.31 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2020 Filed on May 07, 2020
2,245
$84.26 - $132.57 $189K - $298K
Mountain Prov Diamonds Inc
Q1 2020 Filed on May 07, 2020
4,000,000
N/A
Aqua America Inc
Q1 2020 Filed on May 07, 2020
17,201
N/A
MPC
Marathon Petroleum Corp

Energy
Q1 2020 Filed on May 07, 2020
3,781
$16.62 - $61.91 $62.8K - $234K
RPV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 07, 2020
67,107
$33.9 - $69.6 $2.27M - $4.67M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
Q1 2020 Filed on May 07, 2020
19,500
$9.55 - $18.88 $186K - $368K
CDK
Cdk Global, Inc.

Technology
Q1 2020 Filed on May 07, 2020
3,733
$30.61 - $56.64 $114K - $211K
Misonix Inc
Q1 2020 Filed on May 07, 2020
11,384
N/A
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2020 Filed on May 07, 2020
3,422
$35.18 - $83.45 $120K - $286K
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2020 Filed on May 07, 2020
10,122
$34.9 - $93.86 $353K - $950K
UGI
Ugi Corp

Utilities
Q1 2020 Filed on May 07, 2020
11,699
$22.92 - $44.76 $268K - $524K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 07, 2020
5,111
$20.14 - $55.75 $103K - $285K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q4 2019 Filed on Feb 12, 2020
4,010
$51.7 - $58.65 $207K - $235K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2019 Filed on Feb 12, 2020
35,100
$76.37 - $95.56 $2.68M - $3.35M
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q4 2019 Filed on Feb 12, 2020
5,917
$40.83 - $46.21 $242K - $273K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2019 Filed on Feb 12, 2020
12,508
$31.31 - $34.35 $392K - $430K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2019 Filed on Feb 12, 2020
10,692
N/A
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q4 2019 Filed on Feb 12, 2020
40,100
$28.68 - $31.42 $1.15M - $1.26M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q4 2019 Filed on Feb 12, 2020
2,219
$47.88 - $52.39 $106K - $116K
Tallgrass Energy LP
Q4 2019 Filed on Feb 12, 2020
459,426
N/A
GLW
Corning Inc

Technology
Q4 2019 Filed on Feb 12, 2020
12,196
$27.27 - $30.61 $333K - $373K
NI
Nisource Inc.

Utilities
Q4 2019 Filed on Feb 12, 2020
41,440
$26.04 - $29.73 $1.08M - $1.23M
Atlantic Cap Bancshares Inc
Q4 2019 Filed on Feb 12, 2020
34,861
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
5,640
$97.24 - $123.5 $548K - $697K
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2019 Filed on Feb 12, 2020
17,373
$61.62 - $67.78 $1.07M - $1.18M
FGEN
Fibrogen Inc

Healthcare
Q4 2019 Filed on Feb 12, 2020
15,124
$34.58 - $48.06 $523K - $727K
Intelsat S A
Q4 2019 Filed on Feb 12, 2020
10,000
N/A
United States Oil Fund LP
Q4 2019 Filed on Feb 12, 2020
46,100
N/A
BDX
Becton Dickinson & CO

Healthcare
Q4 2019 Filed on Feb 12, 2020
1,185
$236.45 - $266.82 $280K - $316K
CNI
Canadian National Railway CO

Industrials
Q4 2019 Filed on Feb 12, 2020
2,484
$83.78 - $94.81 $208K - $236K
VHT
Vanguard Health Care ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
1,540
$163.53 - $193.07 $252K - $297K
EOG
Eog Resources Inc

Energy
Q4 2019 Filed on Feb 12, 2020
3,116
$64.44 - $83.81 $201K - $261K
IEV
Ishares Tr Europe ETF

ETFs
Q4 2019 Filed on Feb 12, 2020
25,900
$41.68 - $47.0 $1.08M - $1.22M
Ameri Hldgs Inc
Q4 2019 Filed on Feb 12, 2020
143,560
N/A
EWC
Ishares Msci Canada ETF

ETFs
Q3 2019 Filed on Nov 06, 2019
7,483
$28.64 - $29.16 $214K - $218K
RCI
Rogers Communications Inc

Communication Services
Q3 2019 Filed on Nov 06, 2019
4,651
$48.73 - $54.63 $227K - $254K
Tableau Software Inc
Q3 2019 Filed on Nov 06, 2019
13,717
N/A
Qep Res Inc
Q3 2019 Filed on Nov 06, 2019
15,000
N/A
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2019 Filed on Nov 06, 2019
16,304
$27.2 - $27.92 $443K - $455K
Amerigas Partners L P
Q3 2019 Filed on Nov 06, 2019
26,725
N/A
EQIX
Equinix Inc

Real Estate
Q3 2019 Filed on Nov 06, 2019
1,612
$486.58 - $583.02 $784K - $940K
BAX
Baxter International Inc

Healthcare
Q3 2019 Filed on Nov 06, 2019
2,735
$81.4 - $89.78 $223K - $246K
Torchmark Corp
Q3 2019 Filed on Nov 06, 2019
4,050
N/A
MTB
M&T Bank Corp

Financial Services
Q3 2019 Filed on Nov 06, 2019
1,189
$142.99 - $174.24 $170K - $207K
HSIC
Henry Schein Inc

Healthcare
Q3 2019 Filed on Nov 06, 2019
3,000
$59.46 - $71.35 $178K - $214K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 06, 2019
3,189
$62.31 - $77.82 $199K - $248K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2019 Filed on Nov 06, 2019
5,433
$36.77 - $37.53 $200K - $204K
MOH
Molina Healthcare, Inc.

Healthcare
Q3 2019 Filed on Nov 06, 2019
126,084
$107.47 - $144.87 $13.6M - $18.3M
LAB
Standard Biotools Inc.

Healthcare
Q2 2019 Filed on Aug 13, 2019
27,037
$11.49 - $14.17 $311K - $383K
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