Capital Advisors Ltd’s AMES National ATLO Stock Holding History

Capital Advisors Ltd’s Portfolio ATLO Stock Details ATLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24	Closed	–	–	1276
2023 Q2	$0	Buy	24 +11	+85%	+$207	﹤0.01%	1283
2023 Q1	$0	Buy	+13	New	+$304	﹤0.01%	1199

Other funds holding ATLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's ATLO Position: Q3 2023 in Review

Capital Advisors Ltd sold out of AMES National (ATLO) in Q3 2023, closing a stake of 24 shares.

Capital Advisors Ltd first reported a position in ATLO in Q1 2023 and held it in 2 quarters. The position peaked at $0 in Q2 2023. 55 funds tracked by Wall St. Rank hold ATLO as of Q3 2023.

Capital Advisors Ltd reported no remaining AMES National position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 24 AMES National shares in Q3 2023.
Capital Advisors Ltd first reported a position in AMES National in Q1 2023 and held it in 2 quarters.
Capital Advisors Ltd's AMES National position peaked at $0 in Q2 2023.
55 funds tracked by Wall St. Rank held AMES National as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.