Atlas Private Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-68	Closed	-$2K	–	175
2021 Q3	$2K	Hold	68	–	–	﹤0.01%	652
2021 Q2	$2K	Hold	68	–	–	﹤0.01%	658
2021 Q1	$2K	Hold	68	–	–	﹤0.01%	722
2020 Q4	$2K	Hold	68	–	–	﹤0.01%	619
2020 Q3	$1K	Hold	68	–	–	﹤0.01%	605
2020 Q2	$2K	Buy	+68	New	+$1.67K	﹤0.01%	583

Other funds holding AMLP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q4 2021, closing a stake of 68 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in AMLP in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 473 funds tracked by Wall St. Rank hold AMLP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Alerian MLP ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 68 Alerian MLP ETF shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Alerian MLP ETF position peaked at $2K in Q3 2021.
473 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q4 2021.

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