APWA
ERC

Atlas Private Wealth Advisors’s Allspring Multi-Sector Income Fund ERC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio ERC Stock Details ERC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,500
Closed -$47K – 324
2021
Q3 		$47K Buy
+3,500
New +$46.1K 0.02% 240

Other funds holding ERC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Allspring Multi-Sector Income Fund (ERC) in Q4 2021, closing a stake of 3,500 shares — an estimated $47K sold.

Atlas Private Wealth Advisors first reported a position in ERC in Q3 2021 and held it in 1 quarter. The position peaked at $47K in Q3 2021. 55 funds tracked by Wall St. Rank hold ERC as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Allspring Multi-Sector Income Fund position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 3,500 Allspring Multi-Sector Income Fund shares in Q4 2021, an estimated $47K.
  • Atlas Private Wealth Advisors first reported a position in Allspring Multi-Sector Income Fund in Q3 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Allspring Multi-Sector Income Fund position peaked at $47K in Q3 2021.
  • 55 funds tracked by Wall St. Rank held Allspring Multi-Sector Income Fund as of Q4 2021.

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