Atlas Private Wealth Advisors’s Eaton ETN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15	Closed	-$2K	–	327
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	663
2021 Q2	$2K	Sell	15 -150	-91%	-$21.6K	﹤0.01%	673
2021 Q1	$23K	Buy	165 +133	+416%	+$17.1K	0.01%	343
2020 Q4	$4K	Buy	32 +17	+113%	+$1.92K	﹤0.01%	555
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	572
2020 Q2	$1K	Buy	+15	New	+$1.24K	﹤0.01%	652

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Eaton (ETN) in Q4 2021, closing a stake of 15 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in ETN in Q2 2020 and held it in 6 quarters. The position peaked at $23K in Q1 2021. 1,451 funds tracked by Wall St. Rank hold ETN as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Eaton position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 15 Eaton shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Eaton in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Eaton position peaked at $23K in Q1 2021.
1,451 funds tracked by Wall St. Rank held Eaton as of Q4 2021.

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