Atlas Private Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-300	Closed	-$3K	–	746
2021 Q3	$3K	Hold	300	–	–	﹤0.01%	647
2021 Q2	$3K	Hold	300	–	–	﹤0.01%	651
2021 Q1	$3K	Hold	300	–	–	﹤0.01%	714
2020 Q4	$3K	Hold	300	–	–	﹤0.01%	612
2020 Q3	$3K	Sell	300 -1,000	-77%	-$8.9K	﹤0.01%	557
2020 Q2	$11K	Buy	+1,300	New	+$10.5K	0.01%	399

Other funds holding JPS

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

PPA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 300 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in JPS in Q2 2020 and held it in 6 quarters. The position peaked at $11K in Q2 2020. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 300 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $11K in Q2 2020.
218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

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