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	–	3020
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

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return