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Atlas Private Wealth Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Atlas Private Wealth Advisors’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-231
Closed -$8K – 891
2021
Q1 		$8K Hold
231
– – ﹤0.01% 531
2020
Q4 		$8K Buy
+231
New +$7.39K 0.01% 455

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlas Private Wealth Advisors's PDN Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2021, closing a stake of 231 shares — an estimated $8K sold.

Atlas Private Wealth Advisors first reported a position in PDN in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 75 funds tracked by Wall St. Rank hold PDN as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 231 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2021, an estimated $8K.
  • Atlas Private Wealth Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $8K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.