Liberty Wealth Management’s Atlas Corp. ATCO Stock Holding History

Liberty Wealth Management’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	-807	Closed	-$12K	–	1181
2021 Q3	$12K	Buy	807 +265	+49%	+$3.79K	﹤0.01%	798
2021 Q2	$8K	Sell	542 -90	-14%	-$1.25K	﹤0.01%	718
2021 Q1	$7K	Hold	632	–	–	﹤0.01%	668
2020 Q4	$7K	Buy	632 +42	+7%	+$432	﹤0.01%	662
2020 Q3	$5K	Buy	590 +6	+1%	+$49	﹤0.01%	644
2020 Q2	$4K	Buy	584 +441	+308%	+$3.21K	﹤0.01%	671
2020 Q1	$1K	Hold	143	–	–	﹤0.01%	864
2019 Q4	$2K	Buy	143 +109	+321%	+$1.3K	﹤0.01%	794
2019 Q3	$0	Buy	+34	New	+$354	﹤0.01%	1012

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

Liberty Wealth Management's ATCO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Atlas Corp. (ATCO) in Q4 2021, closing a stake of 807 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in ATCO in Q3 2019 and held it in 9 quarters. The position peaked at $12K in Q3 2021. 153 funds tracked by Wall St. Rank hold ATCO as of Q4 2021.

Liberty Wealth Management reported no remaining Atlas Corp. position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 807 Atlas Corp. shares in Q4 2021, an estimated $12K.
Liberty Wealth Management first reported a position in Atlas Corp. in Q3 2019 and held it in 9 quarters.
Liberty Wealth Management's Atlas Corp. position peaked at $12K in Q3 2021.
153 funds tracked by Wall St. Rank held Atlas Corp. as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.