Atlas Private Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-34	Closed	-$2K	–	620
2021 Q3	$2K	Hold	34	–	–	﹤0.01%	680
2021 Q2	$2K	Hold	34	–	–	﹤0.01%	693
2021 Q1	$2K	Hold	34	–	–	﹤0.01%	754
2020 Q4	$2K	Hold	34	–	–	﹤0.01%	662
2020 Q3	$2K	Hold	34	–	–	﹤0.01%	594
2020 Q2	$1K	Buy	+34	New	+$1.44K	﹤0.01%	675

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in SRLN in Q2 2020 and held it in 6 quarters. The position peaked at $2K in Q3 2021. 469 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 34 State Street Blackstone Senior Loan ETF shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $2K in Q3 2021.
469 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

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