Smith Salley Wealth Management’s Atlas Corp. ATCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,000
Closed -$169K 237
2022
Q4
$169K Hold
11,000
0.01% 217
2022
Q3
$153K Hold
11,000
0.01% 208
2022
Q2
$118K Hold
11,000
0.01% 221
2022
Q1
$161K Hold
11,000
0.01% 229
2021
Q4
$156K Hold
11,000
0.01% 241
2021
Q3
$167K Hold
11,000
0.01% 241
2021
Q2
$157K Buy
+11,000
New +$153K 0.01% 240

Smith Salley Wealth Management's ATCO Position: Q1 2023 in Review

Smith Salley Wealth Management sold out of Atlas Corp. (ATCO) in Q1 2023, closing a stake of 11,000 shares — an estimated $169K sold.

Smith Salley Wealth Management first reported a position in ATCO in Q2 2021 and held it in 7 quarters. The position peaked at $169K in Q4 2022. 0 funds tracked by Wall St. Rank hold ATCO as of Q1 2023.

  • Smith Salley Wealth Management reported no remaining Atlas Corp. position as of Q1 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 11,000 Atlas Corp. shares in Q1 2023, an estimated $169K.
  • Smith Salley Wealth Management first reported a position in Atlas Corp. in Q2 2021 and held it in 7 quarters.
  • Smith Salley Wealth Management's Atlas Corp. position peaked at $169K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Atlas Corp. as of Q1 2023.

Based on Smith Salley Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.