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Atlas Private Wealth Advisors’s Unilever UL Stock Holding History

Atlas Private Wealth Advisors’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-35
Closed -$2K – 943
2021
Q1 		$2K Buy
+35
New +$2.23K ﹤0.01% 760

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Hotchkis & Wiley Capital Management
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State Farm Mutual Automobile Insurance
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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Wells Fargo
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Capital International Investors
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Atlas Private Wealth Advisors sold out of Unilever (UL) in Q2 2021, closing a stake of 35 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in UL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 1,037 funds tracked by Wall St. Rank hold UL as of Q2 2021.

  • Atlas Private Wealth Advisors reported no remaining Unilever position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 35 Unilever shares in Q2 2021, an estimated $2K.
  • Atlas Private Wealth Advisors first reported a position in Unilever in Q1 2021 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Unilever position peaked at $2K in Q1 2021.
  • 1,037 funds tracked by Wall St. Rank held Unilever as of Q2 2021.

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