EP Wealth Advisors’s AGAPE ATP ATPC Stock Holding History

EP Wealth Advisors’s Portfolio ATPC Stock Details ATPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-42	Closed	-$8.88K	–	1183
2024 Q2	$8.88K	Hold	42	–	–	﹤0.01%	856
2024 Q1	$13.8K	Buy	+42	New	+$18.8K	﹤0.01%	828

Other funds holding ATPC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

EP Wealth Advisors's ATPC Position: Q3 2024 in Review

EP Wealth Advisors sold out of AGAPE ATP (ATPC) in Q3 2024, closing a stake of 42 shares — an estimated $8.88K sold.

EP Wealth Advisors first reported a position in ATPC in Q1 2024 and held it in 2 quarters. The position peaked at $13.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold ATPC as of Q3 2024.

EP Wealth Advisors reported no remaining AGAPE ATP position as of Q3 2024 after selling out during the quarter.
EP Wealth Advisors sold 42 AGAPE ATP shares in Q3 2024, an estimated $8.88K.
EP Wealth Advisors first reported a position in AGAPE ATP in Q1 2024 and held it in 2 quarters.
EP Wealth Advisors's AGAPE ATP position peaked at $13.8K in Q1 2024.
2 funds tracked by Wall St. Rank held AGAPE ATP as of Q3 2024.

Based on EP Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.