Atlas Private Wealth Advisors’s Goldman Sachs MLP Energy Renaissance Fund GER Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,672
Closed -$183K 198
2023
Q2
$183K Buy
+11,672
New +$161K 0.04% 176
2022
Q2
Sell
-10,359
Closed -$125K 148
2022
Q1
$125K Sell
10,359
-3,693
-26% -$42.6K 0.06% 132
2021
Q4
$145K Sell
14,052
-3,335
-19% -$36.4K 0.07% 137
2021
Q3
$187K Sell
17,387
-3,441
-17% -$36.8K 0.1% 133
2021
Q2
$238K Sell
20,828
-2,913
-12% -$32.1K 0.13% 109
2021
Q1
$230K Sell
23,741
-776
-3% -$6.97K 0.13% 104
2020
Q4
$187K Sell
24,517
-5,039
-17% -$36K 0.13% 108
2020
Q3
$177K Sell
29,556
-1,720
-5% -$12.3K 0.15% 106
2020
Q2
$237K Buy
+31,276
New +$246K 0.21% 97

Atlas Private Wealth Advisors's GER Position: Q3 2023 in Review

Atlas Private Wealth Advisors sold out of Goldman Sachs MLP Energy Renaissance Fund (GER) in Q3 2023, closing a stake of 11,672 shares — an estimated $183K sold.

Atlas Private Wealth Advisors first reported a position in GER in Q2 2020 and held it in 9 quarters. The position peaked at $238K in Q2 2021. 0 funds tracked by Wall St. Rank hold GER as of Q3 2023.

  • Atlas Private Wealth Advisors reported no remaining Goldman Sachs MLP Energy Renaissance Fund position as of Q3 2023 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 11,672 Goldman Sachs MLP Energy Renaissance Fund shares in Q3 2023, an estimated $183K.
  • Atlas Private Wealth Advisors first reported a position in Goldman Sachs MLP Energy Renaissance Fund in Q2 2020 and held it in 9 quarters.
  • Atlas Private Wealth Advisors's Goldman Sachs MLP Energy Renaissance Fund position peaked at $238K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Goldman Sachs MLP Energy Renaissance Fund as of Q3 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.