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Simplicity Solutions’s Atlanticus Holdings ATLC Stock Holding History

Simplicity Solutions’s Portfolio ATLC Stock Details ATLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,760
Closed -$326K – 1072
2023
Q3 		$326K Buy
10,760
+1,024
+11% +$36.9K 0.01% 740
2023
Q2 		$409K Buy
9,736
+1,481
+18% +$48.6K 0.01% 728
2023
Q1 		$224K Buy
8,255
+217
+3% +$6.53K 0.01% 964
2022
Q4 		$211K Sell
8,038
-614
-7% -$16.4K 0.03% 610
2022
Q3 		$227K Buy
+8,652
New +$297K 0.03% 550

Other funds holding ATLC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Solutions's ATLC Position: Q4 2023 in Review

Simplicity Solutions sold out of Atlanticus Holdings (ATLC) in Q4 2023, closing a stake of 10,760 shares — an estimated $326K sold.

Simplicity Solutions first reported a position in ATLC in Q3 2022 and held it in 5 quarters. The position peaked at $409K in Q2 2023. 65 funds tracked by Wall St. Rank hold ATLC as of Q4 2023.

  • Simplicity Solutions reported no remaining Atlanticus Holdings position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 10,760 Atlanticus Holdings shares in Q4 2023, an estimated $326K.
  • Simplicity Solutions first reported a position in Atlanticus Holdings in Q3 2022 and held it in 5 quarters.
  • Simplicity Solutions's Atlanticus Holdings position peaked at $409K in Q2 2023.
  • 65 funds tracked by Wall St. Rank held Atlanticus Holdings as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.