Wealthspire Advisors (New York)’s Atrion Corp ATRI Stock Holding History

Wealthspire Advisors (New York)’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
2022 Q4	–	Sell	-570	Closed	-$322K	–	605
2022 Q3	$322K	Hold	570	–	–	0.01%	405
2022 Q2	$358K	Hold	570	–	–	0.01%	364
2022 Q1	$406K	Buy	570 +100	+21%	+$68.3K	0.01%	304
2021 Q4	$331K	Sell	470 -240	-34%	-$173K	0.01%	400
2021 Q3	$496K	Buy	710 +130	+22%	+$86.3K	0.01%	357
2021 Q2	$360K	Sell	580 -59	-9%	-$36.9K	0.01%	268
2021 Q1	$410K	Sell	639 -75	-11%	-$49.7K	0.01%	448
2020 Q4	$459K	Buy	+714	New	+$444K	0.01%	323
2020 Q2	–	Sell	-2,299	Closed	-$1.49M	–	548
2020 Q1	$1.49M	Buy	+2,299	New	+$1.57M	0.06%	151

Other funds holding ATRI

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Wealthspire Advisors (New York)'s ATRI Position: Q4 2022 in Review

Wealthspire Advisors (New York) sold out of Atrion Corp (ATRI) in Q4 2022, closing a stake of 570 shares — an estimated $322K sold.

Wealthspire Advisors (New York) first reported a position in ATRI in Q1 2020 and held it in 9 quarters. The position peaked at $1.49M in Q1 2020. 113 funds tracked by Wall St. Rank hold ATRI as of Q4 2022.

Wealthspire Advisors (New York) reported no remaining Atrion Corp position as of Q4 2022 after selling out during the quarter.
Wealthspire Advisors (New York) sold 570 Atrion Corp shares in Q4 2022, an estimated $322K.
Wealthspire Advisors (New York) first reported a position in Atrion Corp in Q1 2020 and held it in 9 quarters.
Wealthspire Advisors (New York)'s Atrion Corp position peaked at $1.49M in Q1 2020.
113 funds tracked by Wall St. Rank held Atrion Corp as of Q4 2022.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2022, filed 14 Feb 2023.