SFS
ATCO

Sowell Financial Services’s Atlas Corp. ATCO Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-3,685
Closed -$52K – 3014
2021
Q1 		$52K Sell
3,685
-443
-11% -$5.67K ﹤0.01% 1645
2020
Q4 		$45K Buy
4,128
+56
+1% +$576 ﹤0.01% 1439
2020
Q3 		$36K Buy
4,072
+72
+2% +$585 ﹤0.01% 1327
2020
Q2 		$30K Buy
4,000
+48
+1% +$349 ﹤0.01% 1338
2020
Q1 		$30K Buy
3,952
+7
+0.2% +$77 ﹤0.01% 1248
2019
Q4 		$56K Buy
3,945
+8
+0.2% +$95 ﹤0.01% 1123
2019
Q3 		$42K Buy
+3,937
New +$41K ﹤0.01% 1050

Other funds holding ATCO

FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's ATCO Position: Q2 2021 in Review

Sowell Financial Services sold out of Atlas Corp. (ATCO) in Q2 2021, closing a stake of 3,685 shares — an estimated $52K sold.

Sowell Financial Services first reported a position in ATCO in Q3 2019 and held it in 7 quarters. The position peaked at $56K in Q4 2019. 149 funds tracked by Wall St. Rank hold ATCO as of Q2 2021.

  • Sowell Financial Services reported no remaining Atlas Corp. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 3,685 Atlas Corp. shares in Q2 2021, an estimated $52K.
  • Sowell Financial Services first reported a position in Atlas Corp. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Atlas Corp. position peaked at $56K in Q4 2019.
  • 149 funds tracked by Wall St. Rank held Atlas Corp. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.