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Atlas Private Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Atlas Private Wealth Advisors’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-210
Closed -$9K – 694
2020
Q2 		$9K Buy
+210
New +$8.97K 0.01% 423

Other funds holding IHI

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Advisors's IHI Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2020, closing a stake of 210 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in IHI in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 489 funds tracked by Wall St. Rank hold IHI as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 210 iShares US Medical Devices ETF shares in Q3 2020, an estimated $9K.
  • Atlas Private Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's iShares US Medical Devices ETF position peaked at $9K in Q2 2020.
  • 489 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.