Atlas Private Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-719	Closed	-$11K	–	760
2021 Q3	$11K	Hold	719	–	–	0.01%	457
2021 Q2	$10K	Hold	719	–	–	0.01%	481
2021 Q1	$11K	Hold	719	–	–	0.01%	493
2020 Q4	$8K	Hold	719	–	–	0.01%	460
2020 Q3	$5K	Hold	719	–	–	﹤0.01%	486
2020 Q2	$6K	Buy	+719	New	+$6.05K	0.01%	491

Other funds holding ISBC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2021, closing a stake of 719 shares — an estimated $11K sold.

Atlas Private Wealth Advisors first reported a position in ISBC in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q3 2021. 265 funds tracked by Wall St. Rank hold ISBC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 719 Investors Bancorp, Inc. shares in Q4 2021, an estimated $11K.
Atlas Private Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Investors Bancorp, Inc. position peaked at $11K in Q3 2021.
265 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2021.

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