Atlas Private Wealth Advisors’s Omega Healthcare OHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$6K	–	525
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	539
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	524
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	549
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	473
2020 Q3	$6K	Hold	200	–	–	0.01%	456
2020 Q2	$6K	Buy	+200	New	+$5.92K	0.01%	483

Other funds holding OHI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Omega Healthcare (OHI) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in OHI in Q2 2020 and held it in 6 quarters. The position peaked at $7K in Q2 2021. 496 funds tracked by Wall St. Rank hold OHI as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Omega Healthcare position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 200 Omega Healthcare shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Omega Healthcare in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Omega Healthcare position peaked at $7K in Q2 2021.
496 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2021.

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