Atlas Private Wealth Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-150	Closed	-$17K	–	264
2021 Q3	$17K	Hold	150	–	–	0.01%	376
2021 Q2	$17K	Hold	150	–	–	0.01%	386
2021 Q1	$17K	Hold	150	–	–	0.01%	403
2020 Q4	$18K	Hold	150	–	–	0.01%	344
2020 Q3	$17K	Hold	150	–	–	0.01%	331
2020 Q2	$17K	Buy	+150	New	+$16.6K	0.02%	340

Other funds holding CORP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

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

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q4 2021, closing a stake of 150 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in CORP in Q2 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2020. 143 funds tracked by Wall St. Rank hold CORP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 150 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q4 2021, an estimated $17K.
Atlas Private Wealth Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $18K in Q4 2020.
143 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q4 2021.

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