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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWAM

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 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.