Atlas Private Wealth Advisors’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,359	Closed	-$530K	–	142
2021 Q4	$530K	Sell	11,359 -2,580	-19%	-$120K	0.25%	92
2021 Q3	$631K	Sell	13,939 -2,897	-17%	-$137K	0.33%	69
2021 Q2	$788K	Sell	16,836 -42,688	-72%	-$2.03M	0.43%	49
2021 Q1	$2.65M	Buy	+59,524	New	+$2.56M	1.48%	15

Other funds holding FEZ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Atlas Private Wealth Advisors's FEZ Position: Q1 2022 in Review

Atlas Private Wealth Advisors sold out of State Street SPDR EURO STOXX 50 ETF (FEZ) in Q1 2022, closing a stake of 11,359 shares — an estimated $530K sold.

Atlas Private Wealth Advisors first reported a position in FEZ in Q1 2021 and held it in 4 quarters. The position peaked at $2.65M in Q1 2021. 183 funds tracked by Wall St. Rank hold FEZ as of Q1 2022.

Atlas Private Wealth Advisors reported no remaining State Street SPDR EURO STOXX 50 ETF position as of Q1 2022 after selling out during the quarter.
Atlas Private Wealth Advisors sold 11,359 State Street SPDR EURO STOXX 50 ETF shares in Q1 2022, an estimated $530K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR EURO STOXX 50 ETF in Q1 2021 and held it in 4 quarters.
Atlas Private Wealth Advisors's State Street SPDR EURO STOXX 50 ETF position peaked at $2.65M in Q1 2021.
183 funds tracked by Wall St. Rank held State Street SPDR EURO STOXX 50 ETF as of Q1 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.