Atlas Private Wealth Advisors’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,050	Closed	-$14K	–	317
2021 Q3	$14K	Sell	1,050 -400	-28%	-$5.56K	0.01%	413
2021 Q2	$20K	Sell	1,450 -1,000	-41%	-$13.8K	0.01%	363
2021 Q1	$32K	Hold	2,450	–	–	0.02%	290
2020 Q4	$34K	Sell	2,450 -1,300	-35%	-$17.1K	0.02%	266
2020 Q3	$46K	Hold	3,750	–	–	0.04%	211
2020 Q2	$46K	Buy	+3,750	New	+$43.1K	0.04%	214

Other funds holding EMD

PPA

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

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

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

PCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2021, closing a stake of 1,050 shares — an estimated $14K sold.

Atlas Private Wealth Advisors first reported a position in EMD in Q2 2020 and held it in 6 quarters. The position peaked at $46K in Q3 2020. 95 funds tracked by Wall St. Rank hold EMD as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,050 Western Asset Emerging Markets Debt Fund shares in Q4 2021, an estimated $14K.
Atlas Private Wealth Advisors first reported a position in Western Asset Emerging Markets Debt Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Western Asset Emerging Markets Debt Fund position peaked at $46K in Q3 2020.
95 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2021.

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