Atlas Private Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-613	Closed	-$48K	–	400
2021 Q3	$48K	Buy	613 +4	+0.7%	+$330	0.03%	237
2021 Q2	$48K	Buy	609 +4	+0.7%	+$324	0.03%	233
2021 Q1	$48K	Buy	605 +4	+0.7%	+$308	0.03%	236
2020 Q4	$47K	Buy	601 +5	+0.8%	+$390	0.03%	226
2020 Q3	$44K	Buy	596 +4	+0.7%	+$293	0.04%	217
2020 Q2	$41K	Buy	+592	New	+$42.4K	0.04%	230

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCT

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of iShares US Utilities ETF (IDU) in Q4 2021, closing a stake of 613 shares — an estimated $48K sold.

Atlas Private Wealth Advisors first reported a position in IDU in Q2 2020 and held it in 6 quarters. The position peaked at $48K in Q3 2021. 198 funds tracked by Wall St. Rank hold IDU as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares US Utilities ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 613 iShares US Utilities ETF shares in Q4 2021, an estimated $48K.
Atlas Private Wealth Advisors first reported a position in iShares US Utilities ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares US Utilities ETF position peaked at $48K in Q3 2021.
198 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2021.

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