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Sowell Financial Services’s Atkore ATKR Stock Holding History

Sowell Financial Services’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-18,422
Closed -$1.31M – 476
2021
Q2 		$1.31M Buy
18,422
+10
+0.1% +$761 0.09% 262
2021
Q1 		$1.6M Buy
18,412
+45
+0.2% +$2.72K 0.06% 287
2020
Q4 		$755K Buy
+18,367
New +$579K 0.03% 397
2020
Q2 		– Sell
-1,100
Closed -$23K – 2456
2020
Q1 		$23K Hold
1,100
– – ﹤0.01% 1338
2019
Q4 		$45K Buy
+1,100
New +$40.7K ﹤0.01% 1176

Other funds holding ATKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sowell Financial Services's ATKR Position: Q3 2021 in Review

Sowell Financial Services sold out of Atkore (ATKR) in Q3 2021, closing a stake of 18,422 shares — an estimated $1.31M sold.

Sowell Financial Services first reported a position in ATKR in Q4 2019 and held it in 5 quarters. The position peaked at $1.6M in Q1 2021. 273 funds tracked by Wall St. Rank hold ATKR as of Q3 2021.

  • Sowell Financial Services reported no remaining Atkore position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 18,422 Atkore shares in Q3 2021, an estimated $1.31M.
  • Sowell Financial Services first reported a position in Atkore in Q4 2019 and held it in 5 quarters.
  • Sowell Financial Services's Atkore position peaked at $1.6M in Q1 2021.
  • 273 funds tracked by Wall St. Rank held Atkore as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.