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Atlas Private Wealth Management’s Barron's 400 ETF BFOR Stock Holding History

Atlas Private Wealth Management’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,100
Closed -$12K – 450
2019
Q4 		$12K Buy
+1,100
New +$11.3K 0.01% 330

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Atlas Private Wealth Management's BFOR Position: Q1 2020 in Review

Atlas Private Wealth Management sold out of Barron's 400 ETF (BFOR) in Q1 2020, closing a stake of 1,100 shares — an estimated $12K sold.

Atlas Private Wealth Management first reported a position in BFOR in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 22 funds tracked by Wall St. Rank hold BFOR as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining Barron's 400 ETF position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 1,100 Barron's 400 ETF shares in Q1 2020, an estimated $12K.
  • Atlas Private Wealth Management first reported a position in Barron's 400 ETF in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's Barron's 400 ETF position peaked at $12K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2020.

Based on Atlas Private Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.