SPIA
ATLO icon

Steward Partners Investment Advisory’s AMES National ATLO Stock Holding History

Steward Partners Investment Advisory’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$2K – 3361
2022
Q3 		$2K Sell
100
-200
-67% -$4.43K ﹤0.01% 3000
2022
Q2 		$7K Buy
+300
New +$6.98K ﹤0.01% 2617

Other funds holding ATLO

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPSC
Carl P. Sherr & Co Worcester, Massachusetts $213M AUM 19.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's ATLO Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of AMES National (ATLO) in Q4 2022, closing a stake of 100 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in ATLO in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 39 funds tracked by Wall St. Rank hold ATLO as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining AMES National position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 AMES National shares in Q4 2022, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in AMES National in Q2 2022 and held it in 2 quarters.
  • Steward Partners Investment Advisory's AMES National position peaked at $7K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held AMES National as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.