Atlas Private Wealth Advisors’s Regency Centers REG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-256	Closed	-$17K	–	579
2021 Q3	$17K	Hold	256	–	–	0.01%	383
2021 Q2	$16K	Hold	256	–	–	0.01%	397
2021 Q1	$15K	Hold	256	–	–	0.01%	440
2020 Q4	$12K	Hold	256	–	–	0.01%	408
2020 Q3	$10K	Hold	256	–	–	0.01%	390
2020 Q2	$12K	Buy	+256	New	+$10.8K	0.01%	384

Other funds holding REG

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Regency Centers (REG) in Q4 2021, closing a stake of 256 shares — an estimated $17K sold.

Atlas Private Wealth Advisors first reported a position in REG in Q2 2020 and held it in 6 quarters. The position peaked at $17K in Q3 2021. 420 funds tracked by Wall St. Rank hold REG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Regency Centers position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 256 Regency Centers shares in Q4 2021, an estimated $17K.
Atlas Private Wealth Advisors first reported a position in Regency Centers in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Regency Centers position peaked at $17K in Q3 2021.
420 funds tracked by Wall St. Rank held Regency Centers as of Q4 2021.

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