Robertson Stephens Wealth Management’s Atlas Corp. ATCO Stock Holding History

Robertson Stephens 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
2022 Q2	–	Sell	-56,362	Closed	-$827K	–	421
2022 Q1	$827K	Sell	56,362 -48,307	-46%	-$716K	0.07%	201
2021 Q4	$1.48M	Buy	104,669 +5,688	+6%	+$80.4K	0.12%	141
2021 Q3	$1.5M	Buy	98,981 +17,174	+21%	+$246K	0.17%	85
2021 Q2	$1.17M	Buy	81,807 +21,186	+35%	+$294K	0.14%	108
2021 Q1	$827K	Buy	60,621 +20,298	+50%	+$260K	0.13%	122
2020 Q4	$437K	Buy	+40,323	New	+$414K	0.09%	150

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

DDD Partners Bellevue, Washington $1.45B AUM 9.14% 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

PAIM

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

SCM

SKBA Capital Management San Francisco, California $728M AUM 12.18% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Robertson Stephens Wealth Management's ATCO Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of Atlas Corp. (ATCO) in Q2 2022, closing a stake of 56,362 shares — an estimated $827K sold.

Robertson Stephens Wealth Management first reported a position in ATCO in Q4 2020 and held it in 6 quarters. The position peaked at $1.5M in Q3 2021. 150 funds tracked by Wall St. Rank hold ATCO as of Q2 2022.

Robertson Stephens Wealth Management reported no remaining Atlas Corp. position as of Q2 2022 after selling out during the quarter.
Robertson Stephens Wealth Management sold 56,362 Atlas Corp. shares in Q2 2022, an estimated $827K.
Robertson Stephens Wealth Management first reported a position in Atlas Corp. in Q4 2020 and held it in 6 quarters.
Robertson Stephens Wealth Management's Atlas Corp. position peaked at $1.5M in Q3 2021.
150 funds tracked by Wall St. Rank held Atlas Corp. as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.