FWM
ATRI

FSA Wealth Management’s Atrion Corp ATRI Stock Holding History

FSA Wealth Management’s Portfolio ATRI Stock Details ATRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$13K – 639
2023
Q4 		$13K Buy
+33
New +$11.4K 0.01% 292
2021
Q1 		– Sell
-33
Closed -$21K – 254
2020
Q4 		$21K Buy
+33
New +$20.5K 0.01% 205
2020
Q3 		– Sell
-33
Closed -$21K – 380
2020
Q2 		$21K Hold
33
– – 0.01% 189
2020
Q1 		$21K Hold
33
– – 0.02% 180
2019
Q4 		$25K Buy
+33
New +$24.9K 0.02% 206

Other funds holding ATRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FSA Wealth Management's ATRI Position: Q1 2024 in Review

FSA Wealth Management sold out of Atrion Corp (ATRI) in Q1 2024, closing a stake of 33 shares — an estimated $13K sold.

FSA Wealth Management first reported a position in ATRI in Q4 2019 and held it in 5 quarters. The position peaked at $25K in Q4 2019. 114 funds tracked by Wall St. Rank hold ATRI as of Q1 2024.

  • FSA Wealth Management reported no remaining Atrion Corp position as of Q1 2024 after selling out during the quarter.
  • FSA Wealth Management sold 33 Atrion Corp shares in Q1 2024, an estimated $13K.
  • FSA Wealth Management first reported a position in Atrion Corp in Q4 2019 and held it in 5 quarters.
  • FSA Wealth Management's Atrion Corp position peaked at $25K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held Atrion Corp as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.