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Atlas Private Wealth Advisors’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-184
Closed -$17K – 164
2021
Q3 		$17K Hold
184
– – 0.01% 374
2021
Q2 		$18K Hold
184
– – 0.01% 379
2021
Q1 		$17K Buy
+184
New +$16.3K 0.01% 399

Other funds holding AIVL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Atlas Private Wealth Advisors's AIVL Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2021, closing a stake of 184 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in AIVL in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q2 2021. 141 funds tracked by Wall St. Rank hold AIVL as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 184 WisdomTree US AI Enhanced Value Fund shares in Q4 2021, an estimated $17K.
  • Atlas Private Wealth Advisors first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's WisdomTree US AI Enhanced Value Fund position peaked at $18K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.