Atlas Private Wealth Advisors’s Bar Harbor Bankshares BHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-450	Closed	-$13K	–	209
2021 Q3	$13K	Hold	450	–	–	0.01%	424
2021 Q2	$13K	Hold	450	–	–	0.01%	430
2021 Q1	$13K	Hold	450	–	–	0.01%	453
2020 Q4	$10K	Hold	450	–	–	0.01%	420
2020 Q3	$9K	Hold	450	–	–	0.01%	399
2020 Q2	$10K	Buy	+450	New	+$8.38K	0.01%	402

Other funds holding BHB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Bar Harbor Bankshares (BHB) in Q4 2021, closing a stake of 450 shares — an estimated $13K sold.

Atlas Private Wealth Advisors first reported a position in BHB in Q2 2020 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 107 funds tracked by Wall St. Rank hold BHB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Bar Harbor Bankshares position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 450 Bar Harbor Bankshares shares in Q4 2021, an estimated $13K.
Atlas Private Wealth Advisors first reported a position in Bar Harbor Bankshares in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Bar Harbor Bankshares position peaked at $13K in Q3 2021.
107 funds tracked by Wall St. Rank held Bar Harbor Bankshares as of Q4 2021.

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