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Concourse Financial Group Securities’s NCR Atleos NATL Stock Holding History

Concourse Financial Group Securities’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-54
Closed -$1.16K – 2341
2023
Q4 		$1.31K Buy
+54
New +$1.24K ﹤0.01% 2079

Other funds holding NATL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Concourse Financial Group Securities's NATL Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of NCR Atleos (NATL) in Q1 2024, closing a stake of 54 shares — an estimated $1.16K sold.

Concourse Financial Group Securities first reported a position in NATL in Q4 2023 and held it in 1 quarter. The position peaked at $1.31K in Q4 2023. 283 funds tracked by Wall St. Rank hold NATL as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining NCR Atleos position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 54 NCR Atleos shares in Q1 2024, an estimated $1.16K.
  • Concourse Financial Group Securities first reported a position in NCR Atleos in Q4 2023 and held it in 1 quarter.
  • Concourse Financial Group Securities's NCR Atleos position peaked at $1.31K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held NCR Atleos as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.