Atlas Private Wealth Advisors’s Carlisle Companies CSL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-12	Closed	-$2K	–	270
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	659
2021 Q2	$2K	Sell	12 -11	-48%	-$2.05K	﹤0.01%	668
2021 Q1	$4K	Buy	23 +11	+92%	+$1.69K	﹤0.01%	643
2020 Q4	$2K	Hold	12	–	–	﹤0.01%	628
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	617
2020 Q2	$1K	Buy	+12	New	+$1.44K	﹤0.01%	643

Other funds holding CSL

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors sold out of Carlisle Companies (CSL) in Q4 2021, closing a stake of 12 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in CSL in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 486 funds tracked by Wall St. Rank hold CSL as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Carlisle Companies position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 12 Carlisle Companies shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Carlisle Companies in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Carlisle Companies position peaked at $4K in Q1 2021.
486 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2021.

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