Atlas Private Wealth Management’s CenterPoint Energy CNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-500	Closed	-$10K	–	375
2020 Q3	$10K	Hold	500	–	–	0.01%	309
2020 Q2	$9K	Hold	500	–	–	0.01%	330
2020 Q1	$8K	Hold	500	–	–	0.01%	323
2019 Q4	$14K	Buy	+500	New	+$13.6K	0.01%	317

Other funds holding CNP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atlas Private Wealth Management's CNP Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of CenterPoint Energy (CNP) in Q4 2020, closing a stake of 500 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in CNP in Q4 2019 and held it in 4 quarters. The position peaked at $14K in Q4 2019. 560 funds tracked by Wall St. Rank hold CNP as of Q4 2020.

Atlas Private Wealth Management reported no remaining CenterPoint Energy position as of Q4 2020 after selling out during the quarter.
Atlas Private Wealth Management sold 500 CenterPoint Energy shares in Q4 2020, an estimated $10K.
Atlas Private Wealth Management first reported a position in CenterPoint Energy in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's CenterPoint Energy position peaked at $14K in Q4 2019.
560 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.