CAPTRUST Financial Advisors
ATLO icon

CAPTRUST Financial Advisors’s AMES National ATLO Stock Holding History

CAPTRUST Financial 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
2021
Q3 		– Sell
-6
Closed – – 4636
2021
Q2 		$0 Sell
6
-54
-90% -$1.36K ﹤0.01% 4521
2021
Q1 		$2K Buy
+60
New +$1.46K ﹤0.01% 4009

Other funds holding ATLO

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAPTRUST Financial Advisors's ATLO Position: Q3 2021 in Review

CAPTRUST Financial Advisors sold out of AMES National (ATLO) in Q3 2021, closing a stake of 6 shares.

CAPTRUST Financial Advisors first reported a position in ATLO in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 43 funds tracked by Wall St. Rank hold ATLO as of Q3 2021.

  • CAPTRUST Financial Advisors reported no remaining AMES National position as of Q3 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 6 AMES National shares in Q3 2021.
  • CAPTRUST Financial Advisors first reported a position in AMES National in Q1 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's AMES National position peaked at $2K in Q1 2021.
  • 43 funds tracked by Wall St. Rank held AMES National as of Q3 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.