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Atlas Private Wealth Management’s Rhinebeck Bancorp RBKB Stock Holding History

Atlas Private Wealth Management’s Portfolio RBKB Stock Details RBKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$1K – 458
2020
Q2 		$1K Hold
100
– – ﹤0.01% 443
2020
Q1 		$1K Hold
100
– – ﹤0.01% 435
2019
Q4 		$1K Buy
+100
New +$1.08K ﹤0.01% 452

Other funds holding RBKB

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
FC
Farley Capital New York $123M AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of Rhinebeck Bancorp (RBKB) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in RBKB in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 18 funds tracked by Wall St. Rank hold RBKB as of Q3 2020.

  • Atlas Private Wealth Management reported no remaining Rhinebeck Bancorp position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 100 Rhinebeck Bancorp shares in Q3 2020, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Rhinebeck Bancorp in Q4 2019 and held it in 3 quarters.
  • Atlas Private Wealth Management's Rhinebeck Bancorp position peaked at $1K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held Rhinebeck Bancorp as of Q3 2020.

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