SWM
ATCO

Spire Wealth Management’s Atlas Corp. ATCO Stock Holding History

Spire Wealth Management’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
2022
Q3 		– Sell
-1,186
Closed -$13K – 2712
2022
Q2 		$13K Buy
+1,186
New +$14.9K ﹤0.01% 1845
2022
Q1 		– Sell
-1,186
Closed -$17K – 2976
2021
Q4 		$17K Buy
+1,186
New +$16.8K ﹤0.01% 2188
2021
Q2 		– Sell
-719
Closed -$10K – 3068
2021
Q1 		$10K Buy
+719
New +$9.21K ﹤0.01% 2422

Other funds holding ATCO

FFH
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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Spire Wealth Management's ATCO Position: Q3 2022 in Review

Spire Wealth Management sold out of Atlas Corp. (ATCO) in Q3 2022, closing a stake of 1,186 shares — an estimated $13K sold.

Spire Wealth Management first reported a position in ATCO in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q4 2021. 187 funds tracked by Wall St. Rank hold ATCO as of Q3 2022.

  • Spire Wealth Management reported no remaining Atlas Corp. position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,186 Atlas Corp. shares in Q3 2022, an estimated $13K.
  • Spire Wealth Management first reported a position in Atlas Corp. in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Atlas Corp. position peaked at $17K in Q4 2021.
  • 187 funds tracked by Wall St. Rank held Atlas Corp. as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.