Atlas Private Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-7,000	Closed	-$69K	–	441
2021 Q3	$69K	Hold	7,000	–	–	0.04%	210
2021 Q2	$70K	Hold	7,000	–	–	0.04%	197
2021 Q1	$66K	Hold	7,000	–	–	0.04%	206
2020 Q4	$67K	Hold	7,000	–	–	0.04%	188
2020 Q3	$59K	Sell	7,000 -9,000	-56%	-$77.5K	0.05%	187
2020 Q2	$132K	Buy	+16,000	New	+$128K	0.12%	124

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2021, closing a stake of 7,000 shares — an estimated $69K sold.

Atlas Private Wealth Advisors first reported a position in JPC in Q2 2020 and held it in 6 quarters. The position peaked at $132K in Q2 2020. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 7,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2021, an estimated $69K.
Atlas Private Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $132K in Q2 2020.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

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