Atlas Private Wealth Advisors’s New America High Income Fund, Inc. HYB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,350	Closed	-$22K	–	733
2021 Q3	$22K	Hold	2,350	–	–	0.01%	343
2021 Q2	$22K	Hold	2,350	–	–	0.01%	351
2021 Q1	$21K	Hold	2,350	–	–	0.01%	375
2020 Q4	$20K	Sell	2,350 -5,400	-70%	-$45.6K	0.01%	333
2020 Q3	$63K	Hold	7,750	–	–	0.05%	182
2020 Q2	$60K	Buy	+7,750	New	+$58.7K	0.05%	185

Other funds holding HYB

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of New America High Income Fund, Inc. (HYB) in Q4 2021, closing a stake of 2,350 shares — an estimated $22K sold.

Atlas Private Wealth Advisors first reported a position in HYB in Q2 2020 and held it in 6 quarters. The position peaked at $63K in Q3 2020. 51 funds tracked by Wall St. Rank hold HYB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining New America High Income Fund, Inc. position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,350 New America High Income Fund, Inc. shares in Q4 2021, an estimated $22K.
Atlas Private Wealth Advisors first reported a position in New America High Income Fund, Inc. in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's New America High Income Fund, Inc. position peaked at $63K in Q3 2020.
51 funds tracked by Wall St. Rank held New America High Income Fund, Inc. as of Q4 2021.

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