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Atlas Private Wealth Management’s Greene County Bancorp GCBC Stock Holding History

Atlas Private Wealth Management’s Portfolio GCBC Stock Details GCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-125,000
Closed -$1.39M – 420
2020
Q2 		$1.39M Hold
125,000
– – 1.12% 25
2020
Q1 		$1.46M Hold
125,000
– – 1.35% 20
2019
Q4 		$1.8M Buy
+125,000
New +$1.75M 1.38% 19

Other funds holding GCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Management's GCBC Position: Q3 2020 in Review

Atlas Private Wealth Management sold out of Greene County Bancorp (GCBC) in Q3 2020, closing a stake of 125,000 shares — an estimated $1.39M sold.

Atlas Private Wealth Management first reported a position in GCBC in Q4 2019 and held it in 3 quarters. The position peaked at $1.8M in Q4 2019. 33 funds tracked by Wall St. Rank hold GCBC as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Greene County Bancorp position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 125,000 Greene County Bancorp shares in Q3 2020, an estimated $1.39M.
  • Atlas Private Wealth Management first reported a position in Greene County Bancorp in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Greene County Bancorp position peaked at $1.8M in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Greene County Bancorp as of Q3 2020.

Based on Atlas Private Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.