Atlas Private Wealth Management’s iShares Asia 50 ETF AIA Stock Holding History

Atlas Private Wealth Management’s Portfolio AIA Stock Details AIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,400	Closed	-$590K	–	114
2022 Q4	$590K	Buy	10,400 +237	+2%	+$12.6K	0.27%	79
2022 Q3	$507K	Buy	10,163 +267	+3%	+$15.6K	0.37%	77
2022 Q2	$621K	Buy	9,896 +414	+4%	+$26.5K	0.42%	73
2022 Q1	$651K	Sell	9,482 -19	-0.2%	-$1.4K	0.38%	81
2021 Q4	$727K	Buy	9,501 +409	+4%	+$32.3K	0.41%	76
2021 Q3	$711K	Buy	9,092 +3,140	+53%	+$263K	0.43%	72
2021 Q2	$545K	Sell	5,952 -2	-0%	-$183	0.34%	83
2021 Q1	$549K	Sell	5,954 -1,527	-20%	-$146K	0.35%	76
2020 Q4	$652K	Buy	7,481 +59	+0.8%	+$4.71K	0.46%	60
2020 Q3	$533K	Sell	7,422 -20	-0.3%	-$1.42K	0.42%	65
2020 Q2	$483K	Sell	7,442 -1,308	-15%	-$79K	0.39%	73
2020 Q1	$487K	Sell	8,750 -21	-0.2%	-$1.31K	0.45%	66
2019 Q4	$579K	Buy	+8,771	New	+$545K	0.44%	67

Other funds holding AIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GFS

GYL Financial Synergies West Hartford, Connecticut $1.33B AUM 34.46% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Atlas Private Wealth Management's AIA Position: Q1 2023 in Review

Atlas Private Wealth Management sold out of iShares Asia 50 ETF (AIA) in Q1 2023, closing a stake of 10,400 shares — an estimated $590K sold.

Atlas Private Wealth Management first reported a position in AIA in Q4 2019 and held it in 13 quarters. The position peaked at $727K in Q4 2021. 77 funds tracked by Wall St. Rank hold AIA as of Q1 2023.

Atlas Private Wealth Management reported no remaining iShares Asia 50 ETF position as of Q1 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 10,400 iShares Asia 50 ETF shares in Q1 2023, an estimated $590K.
Atlas Private Wealth Management first reported a position in iShares Asia 50 ETF in Q4 2019 and held it in 13 quarters.
Atlas Private Wealth Management's iShares Asia 50 ETF position peaked at $727K in Q4 2021.
77 funds tracked by Wall St. Rank held iShares Asia 50 ETF as of Q1 2023.

Based on Atlas Private Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.