Atlas Capital Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Atlas Capital Advisors’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-330	Closed	-$11.8K	–	935
2021 Q3	$11.8K	Hold	330	–	–	﹤0.01%	701
2021 Q2	$11.4K	Hold	330	–	–	﹤0.01%	727
2021 Q1	$9.87K	Buy	+330	New	+$9.67K	﹤0.01%	679
2020 Q3	–	Sell	-330	Closed	-$7.84K	–	367
2020 Q2	$7.84K	Hold	330	–	–	﹤0.01%	622
2020 Q1	$7.41K	Hold	330	–	–	﹤0.01%	598
2019 Q4	$10.9K	Hold	330	–	–	﹤0.01%	582
2019 Q3	$10.4K	Hold	330	–	–	﹤0.01%	573
2019 Q2	$10.8K	Hold	330	–	–	﹤0.01%	592
2019 Q1	$10.9K	Sell	330 -3	-0.9%	-$97	﹤0.01%	523
2018 Q4	$10.2K	Hold	333	–	–	﹤0.01%	508
2018 Q3	$13.3K	Buy	+333	New	+$12.7K	﹤0.01%	489

Other funds holding COMT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Atlas Capital Advisors's COMT Position: Q4 2021 in Review

Atlas Capital Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2021, closing a stake of 330 shares — an estimated $11.8K sold.

Atlas Capital Advisors first reported a position in COMT in Q3 2018 and held it in 11 quarters. The position peaked at $13.3K in Q3 2018. 290 funds tracked by Wall St. Rank hold COMT as of Q4 2021.

Atlas Capital Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2021 after selling out during the quarter.
Atlas Capital Advisors sold 330 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2021, an estimated $11.8K.
Atlas Capital Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2018 and held it in 11 quarters.
Atlas Capital Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $13.3K in Q3 2018.
290 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2021.

Based on Atlas Capital Advisors's 13F filing for Q4 2021, filed 1 Feb 2022.