Atlas Private Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-250	Closed	-$16K	–	397
2021 Q3	$16K	Sell	250 -151	-38%	-$10.3K	0.01%	391
2021 Q2	$26K	Hold	401	–	–	0.01%	318
2021 Q1	$23K	Sell	401 -391	-49%	-$21.5K	0.01%	347
2020 Q4	$43K	Sell	792 -130	-14%	-$6.88K	0.03%	236
2020 Q3	$47K	Buy	922 +6	+0.7%	+$310	0.04%	207
2020 Q2	$46K	Buy	+916	New	+$45.1K	0.04%	215

Other funds holding ICF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q4 2021, closing a stake of 250 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in ICF in Q2 2020 and held it in 6 quarters. The position peaked at $47K in Q3 2020. 416 funds tracked by Wall St. Rank hold ICF as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 250 iShares Select U.S. REIT ETF shares in Q4 2021, an estimated $16K.
Atlas Private Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $47K in Q3 2020.
416 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q4 2021.

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