BPA
ATCO

Beacon Pointe Advisors’s Atlas Corp. ATCO Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-15,000
Closed -$209K – 1115
2022
Q3 		$209K Hold
15,000
– – ﹤0.01% 916
2022
Q2 		$161K Hold
15,000
– – ﹤0.01% 982
2022
Q1 		$220K Buy
+15,000
New +$222K ﹤0.01% 1093

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Beacon Pointe Advisors's ATCO Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of Atlas Corp. (ATCO) in Q4 2022, closing a stake of 15,000 shares — an estimated $209K sold.

Beacon Pointe Advisors first reported a position in ATCO in Q1 2022 and held it in 3 quarters. The position peaked at $220K in Q1 2022. 184 funds tracked by Wall St. Rank hold ATCO as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining Atlas Corp. position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 15,000 Atlas Corp. shares in Q4 2022, an estimated $209K.
  • Beacon Pointe Advisors first reported a position in Atlas Corp. in Q1 2022 and held it in 3 quarters.
  • Beacon Pointe Advisors's Atlas Corp. position peaked at $220K in Q1 2022.
  • 184 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.