Atlas Private Wealth Advisors’s Allspring Income Opportunities Fund EAD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-700	Closed	-$6K	–	760
2021 Q2	$6K	Hold	700	–	–	﹤0.01%	544
2021 Q1	$6K	Hold	700	–	–	﹤0.01%	575
2020 Q4	$6K	Sell	700 -5,500	-89%	-$42.3K	﹤0.01%	491
2020 Q3	$45K	Hold	6,200	–	–	0.04%	212
2020 Q2	$44K	Buy	+6,200	New	+$42.6K	0.04%	220

Other funds holding EAD

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atlas Private Wealth Advisors's EAD Position: Q3 2021 in Review

Atlas Private Wealth Advisors sold out of Allspring Income Opportunities Fund (EAD) in Q3 2021, closing a stake of 700 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in EAD in Q2 2020 and held it in 5 quarters. The position peaked at $45K in Q3 2020. 70 funds tracked by Wall St. Rank hold EAD as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Allspring Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 700 Allspring Income Opportunities Fund shares in Q3 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Allspring Income Opportunities Fund in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Allspring Income Opportunities Fund position peaked at $45K in Q3 2020.
70 funds tracked by Wall St. Rank held Allspring Income Opportunities Fund as of Q3 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.