Atlas Private Wealth Management’s Main Street Capital MAIN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-25	Closed	-$1K	–	260
2021 Q1	$1K	Sell	25 -321	-93%	-$11.3K	﹤0.01%	379
2020 Q4	$11K	Buy	346 +7	+2%	+$215	0.01%	302
2020 Q3	$10K	Buy	339 +6	+2%	+$184	0.01%	313
2020 Q2	$10K	Buy	333 +7	+2%	+$197	0.01%	326
2020 Q1	$7K	Buy	326 +6	+2%	+$224	0.01%	342
2019 Q4	$14K	Buy	+320	New	+$13.7K	0.01%	319

Other funds holding MAIN

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

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

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of Main Street Capital (MAIN) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in MAIN in Q4 2019 and held it in 6 quarters. The position peaked at $14K in Q4 2019. 228 funds tracked by Wall St. Rank hold MAIN as of Q2 2021.

Atlas Private Wealth Management reported no remaining Main Street Capital position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 25 Main Street Capital shares in Q2 2021, an estimated $1K.
Atlas Private Wealth Management first reported a position in Main Street Capital in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Main Street Capital position peaked at $14K in Q4 2019.
228 funds tracked by Wall St. Rank held Main Street Capital as of Q2 2021.

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