SFS
AT

Sowell Financial Services’s Atlantic Power Corporation AT Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-1,928
Closed -$4K – 2930
2020
Q3 		$4K Hold
1,928
– – ﹤0.01% 2097
2020
Q2 		$4K Hold
1,928
– – ﹤0.01% 2012
2020
Q1 		$4K Hold
1,928
– – ﹤0.01% 1946
2019
Q4 		$4K Hold
1,928
– – ﹤0.01% 2025
2019
Q3 		$5K Buy
+1,928
New +$4.63K ﹤0.01% 1798

Other funds holding AT

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $52.8B AUM 58.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's AT Position: Q4 2020 in Review

Sowell Financial Services sold out of Atlantic Power Corporation (AT) in Q4 2020, closing a stake of 1,928 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in AT in Q3 2019 and held it in 5 quarters. The position peaked at $5K in Q3 2019. 103 funds tracked by Wall St. Rank hold AT as of Q4 2020.

  • Sowell Financial Services reported no remaining Atlantic Power Corporation position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 1,928 Atlantic Power Corporation shares in Q4 2020, an estimated $4K.
  • Sowell Financial Services first reported a position in Atlantic Power Corporation in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's Atlantic Power Corporation position peaked at $5K in Q3 2019.
  • 103 funds tracked by Wall St. Rank held Atlantic Power Corporation as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.