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Syverson Strege & Co’s AMES National ATLO Stock Holding History

Syverson Strege & Co’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
2023
Q2 		– Sell
-304
Closed -$6.32K – 100
2023
Q1 		$6.32K Buy
304
+278
+1,069% +$6.49K ﹤0.01% 304
2022
Q4 		$604 Buy
26
+1
+4% +$23 ﹤0.01% 295
2022
Q3 		$1K Buy
+25
New +$553 ﹤0.01% 258

Other funds holding ATLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Syverson Strege & Co's ATLO Position: Q2 2023 in Review

Syverson Strege & Co sold out of AMES National (ATLO) in Q2 2023, closing a stake of 304 shares — an estimated $6.32K sold.

Syverson Strege & Co first reported a position in ATLO in Q3 2022 and held it in 3 quarters. The position peaked at $6.32K in Q1 2023. 54 funds tracked by Wall St. Rank hold ATLO as of Q2 2023.

  • Syverson Strege & Co reported no remaining AMES National position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 304 AMES National shares in Q2 2023, an estimated $6.32K.
  • Syverson Strege & Co first reported a position in AMES National in Q3 2022 and held it in 3 quarters.
  • Syverson Strege & Co's AMES National position peaked at $6.32K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held AMES National as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.