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Atlas Private Wealth Management’s Vonage Holdings Corporation VG Stock Holding History

Atlas Private Wealth Management’s Portfolio VG Stock Details VG 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 – 509
2020
Q2 		$1K Hold
100
– – ﹤0.01% 453
2020
Q1 		$1K Sell
100
-100
-50% -$815 ﹤0.01% 445
2019
Q4 		$1K Buy
+200
New +$1.73K ﹤0.01% 465

Other funds holding VG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.47B AUM 86.42% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

Atlas Private Wealth Management sold out of Vonage Holdings Corporation (VG) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in VG in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 249 funds tracked by Wall St. Rank hold VG as of Q3 2020.

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

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