APWA
CSR

Atlas Private Wealth Advisors’s Centerspace CSR Stock Holding History

Atlas Private Wealth Advisors’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$7K – 677
2020
Q2 		$7K Buy
+100
New +$6.39K 0.01% 456

Other funds holding CSR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atlas Private Wealth Advisors's CSR Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of Centerspace (CSR) in Q3 2020, closing a stake of 100 shares — an estimated $7K sold.

Atlas Private Wealth Advisors first reported a position in CSR in Q2 2020 and held it in 1 quarter. The position peaked at $7K in Q2 2020. 142 funds tracked by Wall St. Rank hold CSR as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining Centerspace position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 100 Centerspace shares in Q3 2020, an estimated $7K.
  • Atlas Private Wealth Advisors first reported a position in Centerspace in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Centerspace position peaked at $7K in Q2 2020.
  • 142 funds tracked by Wall St. Rank held Centerspace as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.