Wp Advisors, LLC Closed Holding Positions

Wp Advisors, LLC

  • $316 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 18, 2019
46
$50.03 - $93.89 $2.3K - $4.32K
IRM
Iron Mountain Inc

Real Estate
Q4 2018 Filed on Jan 18, 2019
70
$30.48 - $35.02 $2.13K - $2.45K
C
Citigroup Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
27
$49.26 - $72.62 $1.33K - $1.96K
INDY
Ishares India 50 ETF

ETFs
Q4 2018 Filed on Jan 18, 2019
501
$31.33 - $35.47 $15.7K - $17.8K
Central Fund Of Canada
Q4 2018 Filed on Jan 18, 2019
150
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2018 Filed on Jan 18, 2019
34
$156.33 - $211.73 $5.32K - $7.2K
GSK
Gsk PLC

Healthcare
Q4 2018 Filed on Jan 18, 2019
428
$37.8 - $42.69 $16.2K - $18.3K
GLAD
Gladstone Capital Corp

Financial Services
Q4 2018 Filed on Jan 18, 2019
151
$6.84 - $9.6 $1.03K - $1.45K
DUK
Duke Energy Corp

Utilities
Q4 2018 Filed on Jan 18, 2019
205
$79.19 - $90.9 $16.2K - $18.6K
D
Dominion Energy, Inc

Utilities
Q4 2018 Filed on Jan 18, 2019
225
$69.89 - $76.92 $15.7K - $17.3K
SATS
Echo Star Corp

Technology
Q4 2018 Filed on Jan 18, 2019
30
$27.4 - $37.25 $822 - $1.12K
ECL
Ecolab Inc.

Basic Materials
Q4 2018 Filed on Jan 18, 2019
25
$137.9 - $160.49 $3.45K - $4.01K
DG
Dollar General Corp

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
53
$98.85 - $117.53 $5.24K - $6.23K
WATT
Energous Corp

Technology
Q4 2018 Filed on Jan 18, 2019
350
$4.58 - $10.15 $1.6K - $3.55K
Express Scripts Hldg CO
Q4 2018 Filed on Jan 18, 2019
68
N/A
FITB
Fifth Third Bancorp

Financial Services
Q4 2018 Filed on Jan 18, 2019
224
$22.36 - $28.67 $5.01K - $6.42K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2018 Filed on Jan 18, 2019
208
$22.82 - $30.62 $4.75K - $6.37K
Diamond Offshore Drilling Inc
Q4 2018 Filed on Jan 18, 2019
50
N/A
BFB
Brown Forman Corp Cl B
Q4 2018 Filed on Jan 18, 2019
239
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q4 2018 Filed on Jan 18, 2019
350
$48.76 - $63.23 $17.1K - $22.1K
JCI
Johnson Controls International PLC

Industrials
Q4 2018 Filed on Jan 18, 2019
33
$28.51 - $36.51 $941 - $1.2K
BLK
Black Rock Inc.

Financial Services
Q4 2018 Filed on Jan 18, 2019
21
$361.77 - $477.21 $7.6K - $10K
BGCP
Bgc Partners, Inc.

Financial Services
Q4 2018 Filed on Jan 18, 2019
1,285
$5.14 - $7.54 $6.6K - $9.69K
Micro Focus International PLC
Q4 2018 Filed on Jan 18, 2019
74
N/A
EWBC
East West Bancorp Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
762
$40.45 - $62.41 $30.8K - $47.6K
BCS
Barclays PLC

Financial Services
Q4 2018 Filed on Jan 18, 2019
2,087
$7.25 - $9.29 $15.1K - $19.4K
BAX
Baxter International Inc

Healthcare
Q4 2018 Filed on Jan 18, 2019
203
$61.45 - $77.8 $12.5K - $15.8K
Bb&T Corporation
Q4 2018 Filed on Jan 18, 2019
77
N/A
MAT
Mattel Inc

Consumer Cyclical
Q4 2018 Filed on Jan 18, 2019
10
$9.26 - $15.94 $92.6 - $159
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
286
$55.15 - $66.39 $15.8K - $19K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
142
$39.48 - $45.03 $5.61K - $6.39K
NLSN
Nielsen Holdings PLC

Industrials
Q4 2018 Filed on Jan 18, 2019
641
$22.11 - $28.19 $14.2K - $18.1K
BKR
Baker Hughes CO

Energy
Q4 2018 Filed on Jan 18, 2019
1,226
$20.48 - $32.98 $25.1K - $40.4K
LKQ
Lkq Corp

Consumer Cyclical
Q4 2018 Filed on Jan 18, 2019
157
$23.57 - $31.62 $3.7K - $4.96K
NWL
Newell Brands Inc.

Consumer Defensive
Q4 2018 Filed on Jan 18, 2019
636
$15.4 - $24.17 $9.79K - $15.4K
NYCB
New York Community Bancorp Inc

Financial Services
Q4 2018 Filed on Jan 18, 2019
1,618
$8.76 - $10.69 $14.2K - $17.3K
SLV
I Shares Silver Trust

ETFs
Q4 2018 Filed on Jan 18, 2019
1,362
$13.15 - $14.52 $17.9K - $19.8K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q4 2018 Filed on Jan 18, 2019
139
$11.81 - $13.78 $1.64K - $1.92K
Bank Of America Pfd
Q3 2018 Filed on Oct 31, 2018
7
N/A
AMAT
Applied Materials Inc

Technology
Q3 2018 Filed on Oct 31, 2018
206
$38.26 - $50.18 $7.88K - $10.3K
BTEGF
Baytex Energy Corp.

Energy
Q3 2018 Filed on Oct 31, 2018
10,000
$2.65 - $3.55 $26.5K - $35.5K
Landmark Infrastructure Partners LP
Q3 2018 Filed on Oct 31, 2018
3,833
N/A
Dr Pepper Snapple Group Inc Com
Q3 2018 Filed on Oct 31, 2018
26
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2018 Filed on Oct 31, 2018
56
$51.52 - $63.77 $2.89K - $3.57K
EWY
Ishares Inc Msci South Korea E

ETFs
Q3 2018 Filed on Oct 31, 2018
101
$63.3 - $68.52 $6.39K - $6.92K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q3 2018 Filed on Oct 31, 2018
480
N/A
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2018 Filed on Oct 31, 2018
1,080
$19.51 - $21.13 $21.1K - $22.8K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2018 Filed on Oct 31, 2018
12
$39.75 - $46.45 $477 - $557
HD
Home Depot, Inc.

Consumer Cyclical
Q3 2018 Filed on Oct 31, 2018
167
$193.1 - $213.85 $32.2K - $35.7K
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