Atlas Private Wealth Advisors’s Lindblad Expeditions LIND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-850	Closed	-$12K	–	462
2021 Q3	$12K	Hold	850	–	–	0.01%	442
2021 Q2	$14K	Sell	850 -750	-47%	-$12.7K	0.01%	419
2021 Q1	$30K	Buy	+1,600	New	+$29.1K	0.02%	301
2020 Q4	–	Sell	-1,200	Closed	-$10K	–	775
2020 Q3	$10K	Buy	1,200 +500	+71%	+$4.25K	0.01%	387
2020 Q2	$5K	Buy	+700	New	+$4.83K	﹤0.01%	503

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

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

Aperture Investors New York $1.11B AUM 81.44% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Lindblad Expeditions (LIND) in Q4 2021, closing a stake of 850 shares — an estimated $12K sold.

Atlas Private Wealth Advisors first reported a position in LIND in Q2 2020 and held it in 5 quarters. The position peaked at $30K in Q1 2021. 107 funds tracked by Wall St. Rank hold LIND as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Lindblad Expeditions position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 850 Lindblad Expeditions shares in Q4 2021, an estimated $12K.
Atlas Private Wealth Advisors first reported a position in Lindblad Expeditions in Q2 2020 and held it in 5 quarters.
Atlas Private Wealth Advisors's Lindblad Expeditions position peaked at $30K in Q1 2021.
107 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q4 2021.

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