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Beacon Harbor Wealth Advisors’s Atkore ATKR Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-84,596
Closed -$2.67M – 52
2019
Q3 		$2.67M Buy
+84,596
New +$2.38M 1.71% 14

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Harbor Wealth Advisors's ATKR Position: Q4 2019 in Review

Beacon Harbor Wealth Advisors sold out of Atkore (ATKR) in Q4 2019, closing a stake of 84,596 shares — an estimated $2.67M sold.

Beacon Harbor Wealth Advisors first reported a position in ATKR in Q3 2019 and held it in 1 quarter. The position peaked at $2.67M in Q3 2019. 210 funds tracked by Wall St. Rank hold ATKR as of Q4 2019.

  • Beacon Harbor Wealth Advisors reported no remaining Atkore position as of Q4 2019 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 84,596 Atkore shares in Q4 2019, an estimated $2.67M.
  • Beacon Harbor Wealth Advisors first reported a position in Atkore in Q3 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Atkore position peaked at $2.67M in Q3 2019.
  • 210 funds tracked by Wall St. Rank held Atkore as of Q4 2019.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.