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Capital Performance Advisors’s AMES National ATLO Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-75
Closed -$1.37K – 381
2024
Q3 		$1.37K Buy
+75
New +$1.44K ﹤0.01% 1755

Other funds holding ATLO

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Capital Performance Advisors's ATLO Position: Q4 2024 in Review

Capital Performance Advisors sold out of AMES National (ATLO) in Q4 2024, closing a stake of 75 shares — an estimated $1.37K sold.

Capital Performance Advisors first reported a position in ATLO in Q3 2024 and held it in 1 quarter. The position peaked at $1.37K in Q3 2024. 64 funds tracked by Wall St. Rank hold ATLO as of Q4 2024.

  • Capital Performance Advisors reported no remaining AMES National position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 75 AMES National shares in Q4 2024, an estimated $1.37K.
  • Capital Performance Advisors first reported a position in AMES National in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's AMES National position peaked at $1.37K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held AMES National as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.