EP Wealth Advisors’s Atlas Corp. ATCO Stock Holding History

EP Wealth 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 Q3	–	Sell	-10,536	Closed	-$113K	–	669
2022 Q2	$113K	Sell	10,536 -1,591	-13%	-$20K	﹤0.01%	630
2022 Q1	$178K	Buy	12,127 +850	+8%	+$12.6K	﹤0.01%	584
2021 Q4	$160K	Buy	+11,277	New	+$159K	﹤0.01%	532
2021 Q3	–	Sell	-11,394	Closed	-$162K	–	569
2021 Q2	$162K	Buy	11,394 +861	+8%	+$11.9K	﹤0.01%	526
2021 Q1	$144K	Sell	10,533 -322	-3%	-$4.12K	﹤0.01%	483
2020 Q4	$118K	Buy	+10,855	New	+$112K	﹤0.01%	448
2020 Q3	–	Sell	-13,451	Closed	-$102K	–	377
2020 Q2	$102K	Buy	+13,451	New	+$97.9K	﹤0.01%	361
2020 Q1	–	Sell	-11,926	Closed	-$169K	–	443
2019 Q4	$169K	Buy	+11,926	New	+$142K	0.01%	404

Other funds holding ATCO

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

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

MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

EP Wealth Advisors's ATCO Position: Q3 2022 in Review

EP Wealth Advisors sold out of Atlas Corp. (ATCO) in Q3 2022, closing a stake of 10,536 shares — an estimated $113K sold.

EP Wealth Advisors first reported a position in ATCO in Q4 2019 and held it in 8 quarters. The position peaked at $178K in Q1 2022. 187 funds tracked by Wall St. Rank hold ATCO as of Q3 2022.

EP Wealth Advisors reported no remaining Atlas Corp. position as of Q3 2022 after selling out during the quarter.
EP Wealth Advisors sold 10,536 Atlas Corp. shares in Q3 2022, an estimated $113K.
EP Wealth Advisors first reported a position in Atlas Corp. in Q4 2019 and held it in 8 quarters.
EP Wealth Advisors's Atlas Corp. position peaked at $178K in Q1 2022.
187 funds tracked by Wall St. Rank held Atlas Corp. as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.