MWM
ATRI

Madison Wealth Management’s Atrion Corp ATRI Stock Holding History

Madison 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
2020
Q1 		– Sell
-347
Closed -$261K – 153
2019
Q4 		$261K Buy
+347
New +$262K 0.07% 126

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Madison Wealth Management's ATRI Position: Q1 2020 in Review

Madison Wealth Management sold out of Atrion Corp (ATRI) in Q1 2020, closing a stake of 347 shares — an estimated $261K sold.

Madison Wealth Management first reported a position in ATRI in Q4 2019 and held it in 1 quarter. The position peaked at $261K in Q4 2019. 137 funds tracked by Wall St. Rank hold ATRI as of Q1 2020.

  • Madison Wealth Management reported no remaining Atrion Corp position as of Q1 2020 after selling out during the quarter.
  • Madison Wealth Management sold 347 Atrion Corp shares in Q1 2020, an estimated $261K.
  • Madison Wealth Management first reported a position in Atrion Corp in Q4 2019 and held it in 1 quarter.
  • Madison Wealth Management's Atrion Corp position peaked at $261K in Q4 2019.
  • 137 funds tracked by Wall St. Rank held Atrion Corp as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.