APWA
PEO

Atlas Private Wealth Advisors’s Adams Natural Resources Fund PEO Stock Holding History

Atlas Private Wealth Advisors’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-249
Closed -$4K – 893
2021
Q1 		$4K Hold
249
– – ﹤0.01% 652
2020
Q4 		$3K Hold
249
– – ﹤0.01% 602
2020
Q3 		$2K Hold
249
– – ﹤0.01% 588
2020
Q2 		$3K Buy
+249
New +$2.55K ﹤0.01% 570

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $2.84B AUM 30.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
ICM
Ionic Capital Management New York $1.37B AUM 48.26% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Adams Natural Resources Fund (PEO) in Q2 2021, closing a stake of 249 shares — an estimated $4K sold.

Atlas Private Wealth Advisors first reported a position in PEO in Q2 2020 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 62 funds tracked by Wall St. Rank hold PEO as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Adams Natural Resources Fund position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 249 Adams Natural Resources Fund shares in Q2 2021, an estimated $4K.
  • Atlas Private Wealth Advisors first reported a position in Adams Natural Resources Fund in Q2 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Adams Natural Resources Fund position peaked at $4K in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2021.

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