Atlas Private Wealth Advisors’s Union Pacific UNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-845	Closed	-$208K	–	163
2023 Q4	$208K	Buy	+845	New	+$186K	0.04%	154
2021 Q4	–	Sell	-235	Closed	-$46K	–	653
2021 Q3	$46K	Buy	235 +2	+0.9%	+$432	0.02%	246
2021 Q2	$51K	Sell	233 -58	-20%	-$12.9K	0.03%	228
2021 Q1	$64K	Buy	291 +76	+35%	+$16K	0.04%	211
2020 Q4	$45K	Buy	215 +1	+0.5%	+$200	0.03%	231
2020 Q3	$42K	Buy	214 +1	+0.5%	+$186	0.04%	228
2020 Q2	$36K	Buy	+213	New	+$34.1K	0.03%	246

Other funds holding UNP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Atlas Private Wealth Advisors's UNP Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Union Pacific (UNP) in Q1 2024, closing a stake of 845 shares — an estimated $208K sold.

Atlas Private Wealth Advisors first reported a position in UNP in Q2 2020 and held it in 7 quarters. The position peaked at $208K in Q4 2023. 2,613 funds tracked by Wall St. Rank hold UNP as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Union Pacific position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 845 Union Pacific shares in Q1 2024, an estimated $208K.
Atlas Private Wealth Advisors first reported a position in Union Pacific in Q2 2020 and held it in 7 quarters.
Atlas Private Wealth Advisors's Union Pacific position peaked at $208K in Q4 2023.
2,613 funds tracked by Wall St. Rank held Union Pacific as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.