BCWM
ATRI

Bartlett & Co Wealth Management’s Atrion Corp ATRI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio ATRI Stock Details ATRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5
Closed -$3.14K – 1299
2022
Q2 		$3.14K Buy
+5
New +$3.27K ﹤0.01% 1119

Other funds holding ATRI

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's ATRI Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Atrion Corp (ATRI) in Q3 2022, closing a stake of 5 shares — an estimated $3.14K sold.

Bartlett & Co Wealth Management first reported a position in ATRI in Q2 2022 and held it in 1 quarter. The position peaked at $3.14K in Q2 2022. 116 funds tracked by Wall St. Rank hold ATRI as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Atrion Corp position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5 Atrion Corp shares in Q3 2022, an estimated $3.14K.
  • Bartlett & Co Wealth Management first reported a position in Atrion Corp in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Atrion Corp position peaked at $3.14K in Q2 2022.
  • 116 funds tracked by Wall St. Rank held Atrion Corp as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.