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Atlas Private Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Atlas Private Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-125
Closed -$5K – 378
2020
Q3 		$5K Buy
+125
New +$4.97K ﹤0.01% 351

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q4 2020, closing a stake of 125 shares — an estimated $5K sold.

Atlas Private Wealth Management first reported a position in DGRO in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 583 funds tracked by Wall St. Rank hold DGRO as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 125 iShares Core Dividend Growth ETF shares in Q4 2020, an estimated $5K.
  • Atlas Private Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q3 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's iShares Core Dividend Growth ETF position peaked at $5K in Q3 2020.
  • 583 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q4 2020.

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