APWA
LTC

Atlas Private Wealth Advisors’s LTC Properties LTC Stock Holding History

Atlas Private Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$3K – 777
2020
Q3 		$3K Hold
100
– – ﹤0.01% 536
2020
Q2 		$4K Buy
+100
New +$3.56K ﹤0.01% 534

Other funds holding LTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlas Private Wealth Advisors's LTC Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of LTC Properties (LTC) in Q4 2020, closing a stake of 100 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in LTC in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 209 funds tracked by Wall St. Rank hold LTC as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining LTC Properties position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 100 LTC Properties shares in Q4 2020, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in LTC Properties in Q2 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's LTC Properties position peaked at $4K in Q2 2020.
  • 209 funds tracked by Wall St. Rank held LTC Properties as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.