JP Morgan Private Wealth Advisors’s Atlas Corp. ATCO Stock Holding History

JP Morgan Private 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
2021 Q4	–	Sell	-66,012	Closed	-$1M	–	2056
2021 Q3	$1M	Buy	66,012 +767	+1%	+$11K	﹤0.01%	1211
2021 Q2	$930K	Buy	65,245 +30,000	+85%	+$416K	﹤0.01%	1234
2021 Q1	$481K	Sell	35,245 -30,000	-46%	-$384K	﹤0.01%	1327
2020 Q4	$707K	Buy	65,245 +34,500	+112%	+$355K	﹤0.01%	1141
2020 Q3	$275K	Buy	30,745 +8,023	+35%	+$65.1K	﹤0.01%	1397
2020 Q2	$173K	Hold	22,722	–	–	﹤0.01%	1473
2020 Q1	$175K	Buy	22,722 +7,182	+46%	+$79.2K	﹤0.01%	1312
2019 Q4	$221K	Buy	+15,540	New	+$185K	﹤0.01%	1357

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAIM

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

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ATCO Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Atlas Corp. (ATCO) in Q4 2021, closing a stake of 66,012 shares — an estimated $1M sold.

JP Morgan Private Wealth Advisors first reported a position in ATCO in Q4 2019 and held it in 8 quarters. The position peaked at $1M in Q3 2021. 153 funds tracked by Wall St. Rank hold ATCO as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining Atlas Corp. position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 66,012 Atlas Corp. shares in Q4 2021, an estimated $1M.
JP Morgan Private Wealth Advisors first reported a position in Atlas Corp. in Q4 2019 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Atlas Corp. position peaked at $1M in Q3 2021.
153 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.