ACA
WPS

Atlas Capital Advisors’s iShares International Developed Property ETF WPS Stock Holding History

Atlas Capital Advisors’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30
Closed -$851 – 973
2024
Q1 		$851 Hold
30
– – ﹤0.01% 840
2023
Q4 		$859 Hold
30
– – ﹤0.01% 851
2023
Q3 		$751 Hold
30
– – ﹤0.01% 834
2023
Q2 		$783 Hold
30
– – ﹤0.01% 848
2023
Q1 		$806 Hold
30
– – ﹤0.01% 859
2022
Q4 		$821 Hold
30
– – ﹤0.01% 858
2022
Q3 		$744 Hold
30
– – ﹤0.01% 870
2022
Q2 		$876 Hold
30
– – ﹤0.01% 935
2022
Q1 		$1.06K Hold
30
– – ﹤0.01% 865
2021
Q4 		$1.12K Hold
30
– – ﹤0.01% 872
2021
Q3 		$1.11K Hold
30
– – ﹤0.01% 888
2021
Q2 		$1.15K Sell
30
-20,897
-100% -$799K ﹤0.01% 894
2021
Q1 		$758K Buy
20,927
+927
+5% +$33.3K 0.15% 133
2020
Q4 		$713K Buy
20,000
+4,054
+25% +$136K 0.15% 132
2020
Q3 		$502K Buy
15,946
+230
+1% +$7.23K 0.12% 182
2020
Q2 		$475K Buy
15,716
+7,150
+83% +$212K 0.11% 188
2020
Q1 		$238K Buy
8,566
+3,565
+71% +$128K 0.07% 242
2019
Q4 		$194K Buy
5,001
+598
+14% +$23.4K 0.05% 320
2019
Q3 		$170K Buy
4,403
+250
+6% +$9.51K 0.05% 343
2019
Q2 		$158K Buy
4,153
+294
+8% +$11.2K 0.05% 333
2019
Q1 		$150K Sell
3,859
-180
-4% -$6.73K 0.05% 307
2018
Q4 		$139K Sell
4,039
-413
-9% -$14.7K 0.06% 300
2018
Q3 		$162K Buy
4,452
+336
+8% +$12.7K 0.05% 311
2018
Q2 		$158K Sell
4,116
-173
-4% -$6.78K 0.06% 296
2018
Q1 		$167K Buy
+4,289
New +$169K 0.05% 295

Other funds holding WPS

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
S
SimplyRich Carlsbad, California $391M AUM 24.42% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.25B AUM 24.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $152M AUM 9.43% 1-Year Est. Return

Atlas Capital Advisors's WPS Position: Q2 2024 in Review

Atlas Capital Advisors sold out of iShares International Developed Property ETF (WPS) in Q2 2024, closing a stake of 30 shares — an estimated $851 sold.

Atlas Capital Advisors first reported a position in WPS in Q1 2018 and held it in 25 quarters. The position peaked at $758K in Q1 2021. 26 funds tracked by Wall St. Rank hold WPS as of Q2 2024.

  • Atlas Capital Advisors reported no remaining iShares International Developed Property ETF position as of Q2 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 30 iShares International Developed Property ETF shares in Q2 2024, an estimated $851.
  • Atlas Capital Advisors first reported a position in iShares International Developed Property ETF in Q1 2018 and held it in 25 quarters.
  • Atlas Capital Advisors's iShares International Developed Property ETF position peaked at $758K in Q1 2021.
  • 26 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q2 2024.

Based on Atlas Capital Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.