Atlas Private Wealth Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-15	Closed	-$5K	–	764
2021 Q2	$5K	Sell	15 -1	-6%	-$327	﹤0.01%	570
2021 Q1	$5K	Buy	16 +1	+7%	+$316	﹤0.01%	606
2020 Q4	$5K	Hold	15	–	–	﹤0.01%	519
2020 Q3	$5K	Hold	15	–	–	﹤0.01%	473
2020 Q2	$5K	Buy	+15	New	+$4.33K	﹤0.01%	499

Other funds holding FDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors sold out of Factset (FDS) in Q3 2021, closing a stake of 15 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in FDS in Q2 2020 and held it in 5 quarters. The position peaked at $5K in Q2 2021. 620 funds tracked by Wall St. Rank hold FDS as of Q3 2021.

Atlas Private Wealth Advisors reported no remaining Factset position as of Q3 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 15 Factset shares in Q3 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in Factset in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Factset position peaked at $5K in Q2 2021.
620 funds tracked by Wall St. Rank held Factset as of Q3 2021.

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