NW
ATRI

NewEdge Wealth’s Atrion Corp ATRI Stock Holding History

NewEdge Wealth’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
Q3 		– Sell
-1,283
Closed -$580K – 907
2024
Q2 		$580K Sell
1,283
-1
-0.1% -$436 0.01% 512
2024
Q1 		$533K Buy
1,284
+176
+16% +$66K 0.01% 548
2023
Q4 		$420K Sell
1,108
-214
-16% -$74K 0.01% 545
2023
Q3 		$546K Sell
1,322
-5
-0.4% -$2.51K 0.02% 452
2023
Q2 		$751K Sell
1,327
-6
-0.5% -$3.5K 0.03% 397
2023
Q1 		$837K Buy
1,333
+34
+3% +$21.7K 0.03% 338
2022
Q4 		$727K Sell
1,299
-140
-10% -$84.5K 0.03% 324
2022
Q3 		$813K Buy
1,439
+106
+8% +$65.9K 0.04% 290
2022
Q2 		$838K Buy
1,333
+402
+43% +$263K 0.04% 308
2022
Q1 		$664K Buy
+931
New +$636K 0.03% 268
2021
Q1 		– Sell
-471
Closed -$302K – 295
2020
Q4 		$302K Buy
+471
New +$293K 0.09% 124

Other funds holding ATRI

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

NewEdge Wealth's ATRI Position: Q3 2024 in Review

NewEdge Wealth sold out of Atrion Corp (ATRI) in Q3 2024, closing a stake of 1,283 shares — an estimated $580K sold.

NewEdge Wealth first reported a position in ATRI in Q4 2020 and held it in 11 quarters. The position peaked at $838K in Q2 2022. 1 fund tracked by Wall St. Rank holds ATRI as of Q3 2024.

  • NewEdge Wealth reported no remaining Atrion Corp position as of Q3 2024 after selling out during the quarter.
  • NewEdge Wealth sold 1,283 Atrion Corp shares in Q3 2024, an estimated $580K.
  • NewEdge Wealth first reported a position in Atrion Corp in Q4 2020 and held it in 11 quarters.
  • NewEdge Wealth's Atrion Corp position peaked at $838K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Atrion Corp as of Q3 2024.

Based on NewEdge Wealth's 13F filing for Q3 2024, filed 12 Nov 2024.