PWM
AT

Peterson Wealth Management’s Atlantic Power Corporation AT Stock Holding History

Peterson Wealth Management’s Portfolio AT Stock Details AT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,000
Closed -$21K – 54
2020
Q1 		$21K Hold
10,000
– – 0.03% 46
2019
Q4 		$24K Buy
+10,000
New +$23.7K 0.02% 46

Other funds holding AT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Peterson Wealth Management's AT Position: Q2 2020 in Review

Peterson Wealth Management sold out of Atlantic Power Corporation (AT) in Q2 2020, closing a stake of 10,000 shares — an estimated $21K sold.

Peterson Wealth Management first reported a position in AT in Q4 2019 and held it in 2 quarters. The position peaked at $24K in Q4 2019. 103 funds tracked by Wall St. Rank hold AT as of Q2 2020.

  • Peterson Wealth Management reported no remaining Atlantic Power Corporation position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Management sold 10,000 Atlantic Power Corporation shares in Q2 2020, an estimated $21K.
  • Peterson Wealth Management first reported a position in Atlantic Power Corporation in Q4 2019 and held it in 2 quarters.
  • Peterson Wealth Management's Atlantic Power Corporation position peaked at $24K in Q4 2019.
  • 103 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q2 2020.

Based on Peterson Wealth Management's 13F filing for Q2 2020, filed 22 Jul 2020.