Atlas Private Wealth Advisors’s abrdn Total Dynamic Dividend Fund AOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$10K	–	180
2021 Q3	$10K	Hold	1,000	–	–	0.01%	459
2021 Q2	$10K	Hold	1,000	–	–	0.01%	466
2021 Q1	$10K	Hold	1,000	–	–	0.01%	496
2020 Q4	$9K	Hold	1,000	–	–	0.01%	431
2020 Q3	$8K	Hold	1,000	–	–	0.01%	413
2020 Q2	$8K	Buy	+1,000	New	+$7.28K	0.01%	434

Other funds holding AOD

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors sold out of abrdn Total Dynamic Dividend Fund (AOD) in Q4 2021, closing a stake of 1,000 shares — an estimated $10K sold.

Atlas Private Wealth Advisors first reported a position in AOD in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 120 funds tracked by Wall St. Rank hold AOD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining abrdn Total Dynamic Dividend Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,000 abrdn Total Dynamic Dividend Fund shares in Q4 2021, an estimated $10K.
Atlas Private Wealth Advisors first reported a position in abrdn Total Dynamic Dividend Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's abrdn Total Dynamic Dividend Fund position peaked at $10K in Q3 2021.
120 funds tracked by Wall St. Rank held abrdn Total Dynamic Dividend Fund as of Q4 2021.

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