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Atlas Private Wealth Management’s iShares US Pharmaceuticals ETF IHE Stock Holding History

Atlas Private Wealth Management’s Portfolio IHE Stock Details IHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-108
Closed -$6K – 467
2019
Q4 		$6K Buy
+108
New +$5.32K ﹤0.01% 387

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Citadel Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of iShares US Pharmaceuticals ETF (IHE) in Q1 2020, closing a stake of 108 shares — an estimated $6K sold.

Atlas Private Wealth Management first reported a position in IHE in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 92 funds tracked by Wall St. Rank hold IHE as of Q1 2020.

  • Atlas Private Wealth Management reported no remaining iShares US Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 108 iShares US Pharmaceuticals ETF shares in Q1 2020, an estimated $6K.
  • Atlas Private Wealth Management first reported a position in iShares US Pharmaceuticals ETF in Q4 2019 and held it in 1 quarter.
  • Atlas Private Wealth Management's iShares US Pharmaceuticals ETF position peaked at $6K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held iShares US Pharmaceuticals ETF as of Q1 2020.

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