Atlas Private Wealth Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,022	Closed	-$99K	–	722
2021 Q3	$99K	Hold	1,022	–	–	0.05%	171
2021 Q2	$99K	Sell	1,022 -200	-16%	-$17.5K	0.05%	160
2021 Q1	$99K	Buy	1,222 +465	+61%	+$35.5K	0.06%	164
2020 Q4	$44K	Buy	757 +100	+15%	+$5.07K	0.03%	234
2020 Q3	$28K	Buy	657 +457	+229%	+$23K	0.02%	271
2020 Q2	$10K	Buy	+200	New	+$10.1K	0.01%	414

Other funds holding XOP

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Atlas Private Wealth Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2021, closing a stake of 1,022 shares — an estimated $99K sold.

Atlas Private Wealth Advisors first reported a position in XOP in Q2 2020 and held it in 6 quarters. The position peaked at $99K in Q3 2021. 317 funds tracked by Wall St. Rank hold XOP as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,022 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $99K.
Atlas Private Wealth Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $99K in Q3 2021.
317 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2021.

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