Atlas Private Wealth Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$40K	–	862
2021 Q1	$40K	Hold	500	–	–	0.02%	253
2020 Q4	$37K	Hold	500	–	–	0.02%	253
2020 Q3	$33K	Hold	500	–	–	0.03%	251
2020 Q2	$31K	Buy	+500	New	+$29.2K	0.03%	261

Other funds holding IXP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

DWM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HC Advisors Sandy Springs, Georgia $165M AUM 20.85% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Atlas Private Wealth Advisors's IXP Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2021, closing a stake of 500 shares — an estimated $40K sold.

Atlas Private Wealth Advisors first reported a position in IXP in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q1 2021. 80 funds tracked by Wall St. Rank hold IXP as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 500 iShares Global Comm Services ETF shares in Q2 2021, an estimated $40K.
Atlas Private Wealth Advisors first reported a position in iShares Global Comm Services ETF in Q2 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's iShares Global Comm Services ETF position peaked at $40K in Q1 2021.
80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.