Atlas Private Wealth Advisors’s Optical Cable Corp OCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$2K	–	523
2021 Q3	$2K	Hold	500	–	–	﹤0.01%	674
2021 Q2	$2K	Hold	500	–	–	﹤0.01%	687
2021 Q1	$2K	Hold	500	–	–	﹤0.01%	745
2020 Q4	$1K	Hold	500	–	–	﹤0.01%	726
2020 Q3	$2K	Hold	500	–	–	﹤0.01%	585
2020 Q2	$1K	Buy	+500	New	+$1.27K	﹤0.01%	667

Other funds holding OCC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

HCWM

Harrison & Co Wealth Management Roanoke, Virginia $103M AUM 9.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Optical Cable Corp (OCC) in Q4 2021, closing a stake of 500 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in OCC in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 20 funds tracked by Wall St. Rank hold OCC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Optical Cable Corp position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 500 Optical Cable Corp shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Optical Cable Corp in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Optical Cable Corp position peaked at $2K in Q3 2021.
20 funds tracked by Wall St. Rank held Optical Cable Corp as of Q4 2021.

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