Atlas Private Wealth Management’s Citigroup C Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-431	Closed	-$31K	–	148
2021 Q1	$31K	Hold	431	–	–	0.02%	227
2020 Q4	$27K	Hold	431	–	–	0.02%	241
2020 Q3	$19K	Sell	431 -466	-52%	-$23.2K	0.01%	254
2020 Q2	$46K	Sell	897 -171	-16%	-$8.11K	0.04%	199
2020 Q1	$45K	Buy	1,068 +3	+0.3%	+$201	0.04%	190
2019 Q4	$85K	Buy	+1,065	New	+$78.7K	0.07%	168

Other funds holding C

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

Atlas Private Wealth Management's C Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Citigroup (C) in Q2 2021, closing a stake of 431 shares — an estimated $31K sold.

Atlas Private Wealth Management first reported a position in C in Q4 2019 and held it in 6 quarters. The position peaked at $85K in Q4 2019. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

Atlas Private Wealth Management reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 431 Citigroup shares in Q2 2021, an estimated $31K.
Atlas Private Wealth Management first reported a position in Citigroup in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Citigroup position peaked at $85K in Q4 2019.
1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.