AWA
ATCO

Amplius Wealth Advisors’s Atlas Corp. ATCO Stock Holding History

Amplius Wealth Advisors’s Portfolio ATCO Stock Details ATCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-500
Closed -$7K – 990
2021
Q4 		$7K Buy
+500
New +$7.07K ﹤0.01% 673

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return

Amplius Wealth Advisors's ATCO Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Atlas Corp. (ATCO) in Q1 2022, closing a stake of 500 shares — an estimated $7K sold.

Amplius Wealth Advisors first reported a position in ATCO in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 163 funds tracked by Wall St. Rank hold ATCO as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Atlas Corp. position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 500 Atlas Corp. shares in Q1 2022, an estimated $7K.
  • Amplius Wealth Advisors first reported a position in Atlas Corp. in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Atlas Corp. position peaked at $7K in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.