BCWM
ATCO

Bartlett & Co Wealth Management’s Atlas Corp. ATCO Stock Holding History

Bartlett & Co Wealth Management’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
2020
Q1 		– Sell
-14,000
Closed -$199K – 908
2019
Q4 		$199K Hold
14,000
– – ﹤0.01% 332
2019
Q3 		$149K Buy
+14,000
New +$146K ﹤0.01% 356

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
SCM
SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return

Bartlett & Co Wealth Management's ATCO Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Atlas Corp. (ATCO) in Q1 2020, closing a stake of 14,000 shares — an estimated $199K sold.

Bartlett & Co Wealth Management first reported a position in ATCO in Q3 2019 and held it in 2 quarters. The position peaked at $199K in Q4 2019. 121 funds tracked by Wall St. Rank hold ATCO as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Atlas Corp. position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 14,000 Atlas Corp. shares in Q1 2020, an estimated $199K.
  • Bartlett & Co Wealth Management first reported a position in Atlas Corp. in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Atlas Corp. position peaked at $199K in Q4 2019.
  • 121 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.