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Atlas Private Wealth Advisors’s Siebert Financial SIEB Stock Holding History

Atlas Private Wealth Advisors’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$5K – 602
2021
Q3 		$5K Buy
1,500
+375
+33% +$1.48K ﹤0.01% 574
2021
Q2 		$5K Hold
1,125
– – ﹤0.01% 578
2021
Q1 		$5K Buy
+1,125
New +$5.41K ﹤0.01% 625

Other funds holding SIEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Siebert Financial (SIEB) in Q4 2021, closing a stake of 1,500 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in SIEB in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 23 funds tracked by Wall St. Rank hold SIEB as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Siebert Financial position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,500 Siebert Financial shares in Q4 2021, an estimated $5K.
  • Atlas Private Wealth Advisors first reported a position in Siebert Financial in Q1 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's Siebert Financial position peaked at $5K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Siebert Financial as of Q4 2021.

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