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SeaCrest Wealth Management’s AMES National ATLO Stock Holding History

SeaCrest Wealth Management’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,460
Closed -$189K – 623
2023
Q2 		$189K Buy
+10,460
New +$197K 0.02% 586

Other funds holding ATLO

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SeaCrest Wealth Management's ATLO Position: Q3 2023 in Review

SeaCrest Wealth Management sold out of AMES National (ATLO) in Q3 2023, closing a stake of 10,460 shares — an estimated $189K sold.

SeaCrest Wealth Management first reported a position in ATLO in Q2 2023 and held it in 1 quarter. The position peaked at $189K in Q2 2023. 55 funds tracked by Wall St. Rank hold ATLO as of Q3 2023.

  • SeaCrest Wealth Management reported no remaining AMES National position as of Q3 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 10,460 AMES National shares in Q3 2023, an estimated $189K.
  • SeaCrest Wealth Management first reported a position in AMES National in Q2 2023 and held it in 1 quarter.
  • SeaCrest Wealth Management's AMES National position peaked at $189K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held AMES National as of Q3 2023.

Based on SeaCrest Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.