SFS
ATRI

Sowell Financial Services’s Atrion Corp ATRI Stock Holding History

Sowell Financial Services’s Portfolio ATRI Stock Details ATRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2
Closed -$1K – 2748
2020
Q2 		$1K Hold
2
– – ﹤0.01% 2399
2020
Q1 		$1K Hold
2
– – ﹤0.01% 2351
2019
Q4 		$2K Hold
2
– – ﹤0.01% 2259
2019
Q3 		$2K Buy
+2
New +$1.55K ﹤0.01% 2153

Other funds holding ATRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Sowell Financial Services's ATRI Position: Q3 2020 in Review

Sowell Financial Services sold out of Atrion Corp (ATRI) in Q3 2020, closing a stake of 2 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in ATRI in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 126 funds tracked by Wall St. Rank hold ATRI as of Q3 2020.

  • Sowell Financial Services reported no remaining Atrion Corp position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2 Atrion Corp shares in Q3 2020, an estimated $1K.
  • Sowell Financial Services first reported a position in Atrion Corp in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Atrion Corp position peaked at $2K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Atrion Corp as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.