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Atlas Private Wealth Advisors’s Five Below FIVE Stock Holding History

Atlas Private Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23
Closed -$4K – 344
2021
Q3 		$4K Hold
23
– – ﹤0.01% 588
2021
Q2 		$4K Hold
23
– – ﹤0.01% 595
2021
Q1 		$4K Hold
23
– – ﹤0.01% 646
2020
Q4 		$4K Hold
23
– – ﹤0.01% 556
2020
Q3 		$3K Hold
23
– – ﹤0.01% 527
2020
Q2 		$2K Buy
+23
New +$2.16K ﹤0.01% 591

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Five Below (FIVE) in Q4 2021, closing a stake of 23 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in FIVE in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 457 funds tracked by Wall St. Rank hold FIVE as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Five Below position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 23 Five Below shares in Q4 2021, an estimated $4K.
  • Atlas Private Wealth Advisors first reported a position in Five Below in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Five Below position peaked at $4K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Five Below as of Q4 2021.

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