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Atlas Capital Advisors’s Financial Institutions FISI Stock Holding History

Atlas Capital Advisors’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2.6K – 940
2022
Q2 		$2.6K Hold
100
– – ﹤0.01% 893
2022
Q1 		$3.01K Hold
100
– – ﹤0.01% 830
2021
Q4 		$3.18K Hold
100
– – ﹤0.01% 827
2021
Q3 		$3.06K Buy
+100
New +$3.02K ﹤0.01% 837

Other funds holding FISI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CNC
Canandaigua National Corp Canandaigua, New York $1.12B AUM
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Atlas Capital Advisors's FISI Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Financial Institutions (FISI) in Q3 2022, closing a stake of 100 shares — an estimated $2.6K sold.

Atlas Capital Advisors first reported a position in FISI in Q3 2021 and held it in 4 quarters. The position peaked at $3.18K in Q4 2021. 112 funds tracked by Wall St. Rank hold FISI as of Q3 2022.

  • Atlas Capital Advisors reported no remaining Financial Institutions position as of Q3 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 100 Financial Institutions shares in Q3 2022, an estimated $2.6K.
  • Atlas Capital Advisors first reported a position in Financial Institutions in Q3 2021 and held it in 4 quarters.
  • Atlas Capital Advisors's Financial Institutions position peaked at $3.18K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Financial Institutions as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.