Atlas Private Wealth Advisors’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,073	Closed	-$21.2K	–	119
2023 Q4	$21.2K	Sell	1,073 -261	-20%	-$4.93K	﹤0.01%	161
2023 Q3	$25.1K	Buy	1,334 +20	+2%	+$378	﹤0.01%	181
2023 Q2	$24.8K	Buy	+1,314	New	+$24.9K	0.01%	182
2021 Q4	–	Sell	-940	Closed	-$23K	–	294
2021 Q3	$23K	Sell	940 -550	-37%	-$13.8K	0.01%	331
2021 Q2	$37K	Hold	1,490	–	–	0.02%	262
2021 Q1	$36K	Hold	1,490	–	–	0.02%	268
2020 Q4	$34K	Sell	1,490 -1,200	-45%	-$26.7K	0.02%	265
2020 Q3	$57K	Sell	2,690 -1,800	-40%	-$37.7K	0.05%	192
2020 Q2	$90K	Buy	+4,490	New	+$85.3K	0.08%	153

Other funds holding DHY

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Atlas Private Wealth Advisors's DHY Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q1 2024, closing a stake of 1,073 shares — an estimated $21.2K sold.

Atlas Private Wealth Advisors first reported a position in DHY in Q2 2020 and held it in 9 quarters. The position peaked at $90K in Q2 2020. 69 funds tracked by Wall St. Rank hold DHY as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining UBS Asset Management High Yield Credit Fund position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,073 UBS Asset Management High Yield Credit Fund shares in Q1 2024, an estimated $21.2K.
Atlas Private Wealth Advisors first reported a position in UBS Asset Management High Yield Credit Fund in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's UBS Asset Management High Yield Credit Fund position peaked at $90K in Q2 2020.
69 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.