Atlas Capital Advisors LLC Reduced Holdings in Q3 2024

Atlas Capital Advisors LLC

  • $656 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
-178
- 15.11%
$37.87 - $48.65 $6.74K - $8.66K
1K $39.1M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-978
- 3.06%
$37.92 - $42.97 $37.1K - $42K
31K $1.3B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-286
- 4.78%
$81.31 - $83.29 $23.3K - $23.8K
5.7K $474M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-214
- 16.72%
$97.05 - $106.1 $20.8K - $22.7K
1.07K $113M
Ca Inc
-2.33K
- 23.77%
N/A
7.48K $127M
PEP
Pepsico Inc

Consumer Defensive
-100
- 8.7%
$161.9 - $179.3 $16.2K - $17.9K
1.05K $178M
USBPRR
Us Bancorp Del
-1K
- 26.49%
N/A
2.78K $54.8M
MKSI
Mks Instruments Inc

Technology
-61
- 38.13%
$103.52 - $144.6 $6.31K - $8.82K
99 $10.8M
SSREY
Swiss Re LTD Spon Adr (Che)

Financial Services
-417
- 33.68%
$31.2 - $31.2 $13K - $13K
821 $28.3M
NXPI
Nxp Semiconductors N.V.

Technology
-24
- 21.62%
$225.14 - $290.78 $5.4K - $6.98K
87 $20.9M
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-298
- 37.34%
N/A
500 $16.2M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
-188
- 11.23%
$143.74 - $174.11 $27K - $32.7K
1.49K $241M
WDC
Western Digital Corp

Technology
-1
- 0.1%
$56.25 - $80.24 $56.3 - $80.2
953 $65.1M
DFAI
Dimensional ETF Tr

ETFs
-284
- 30.02%
$28.69 - $32.06 $8.15K - $9.11K
662 $21M
X
United States Steel Corp

Basic Materials
-60
- 3.02%
$29.38 - $42.28 $1.76K - $2.54K
1.93K $68.1M
DFAU
Dimensional ETF Tr

ETFs
-255
- 17.5%
$35.8 - $39.69 $9.13K - $10.1K
1.2K $47.7M
Fortrea Holdings Inc
-177
- 24.11%
N/A
557 $11.1M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-46
- 28.4%
$141.31 - $161.48 $6.5K - $7.43K
116 $18.7M
VIPS
Vipshop Holdings LTD

Consumer Cyclical
-929
- 26.93%
$11.56 - $15.77 $10.7K - $14.7K
2.52K $39.7M
XEL
Xcel Energy Inc

Utilities
-100
- 92.59%
$52.11 - $65.3 $5.21K - $6.53K
8 $522K
EWY
Ishares Inc Msci South Korea E

ETFs
-69
- 77.53%
$59.44 - $68.96 $4.1K - $4.76K
20 $1.28M
DINO
Hf Sinclair Corp

Energy
-45
- 36.0%
$44.42 - $53.6 $2K - $2.41K
80 $3.57M
VRT
Vertiv Holdings CO

Industrials
-300
- 13.8%
$86.66 - $86.66 $26K - $26K
1.87K $186M
FXG
First Tr Exchange Traded First

ETFs
-30
- 15.79%
$63.74 - $69.07 $1.91K - $2.07K
160 $10.9M
LYG
Lloyds Banking Group PLC

Financial Services
-202
- 50.12%
$2.73 - $3.17 $551 - $640
201 $627K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-7
- 20.0%
$97.19 - $109.09 $680 - $764
28 $3.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-125
- 6.73%
$36.98 - $41.55 $4.62K - $5.19K
1.73K $71.3M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-1
- 1.0%
$169.73 - $204.18 $170 - $204
99 $19.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-97
- 3.52%
$54.98 - $59.51 $5.33K - $5.77K
2.66K $158M
OC
Owens Corning

Industrials
-58
- 1.29%
$154.02 - $186.38 $8.93K - $10.8K
4.45K $786M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-22
- 1.34%
$74.26 - $78.84 $1.63K - $1.73K
1.62K $127M
SAP
Sap Se

Technology
-41
- 7.72%
$197.21 - $231.0 $8.09K - $9.47K
490 $112M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.66%
$523.84 - $572.02 $524 - $572
150 $85.8M
TIMB
Tim S.A.

Communication Services
-1
- 0.05%
$14.05 - $17.31 $14.1 - $17.3
2.05K $35.2M
WCC
Wesco International Inc

Industrials
-7
- 0.72%
$149.47 - $183.24 $1.05K - $1.28K
970 $163M
BDORY
Banco Do Brasil S A Spon Adr

Financial Services
-1.74K
- 2.07%
$4.55 - $5.46 $7.92K - $9.5K
82.4K $412M
PFG
Principal Financial Group Inc

Financial Services
-68
- 3.61%
$72.94 - $87.46 $4.96K - $5.95K
1.82K $156M
POST
Post Holdings, Inc.

Consumer Defensive
-168
- 6.21%
$103.64 - $118.23 $17.4K - $19.9K
2.54K $294M
BSAC
Banco Santander Chile

Financial Services
-3
- 0.04%
$18.53 - $21.24 $55.6 - $63.7
7.03K $146M
AN
Autonation, Inc.

Consumer Cyclical
-178
- 7.64%
$156.14 - $190.72 $27.8K - $33.9K
2.15K $385M
FLCH
Franklin Templeton ETF Tr

ETFs
-948
- 9.26%
$15.81 - $20.11 $15K - $19.1K
9.29K $187M
FISV
Fiserv Inc

Technology
-951
- 15.27%
N/A
5.28K $948M
TT
Trane Technologies PLC

Industrials
-22
- 4.58%
$314.21 - $388.71 $6.91K - $8.55K
458 $178M
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.34%
$200.87 - $224.6 $803 - $898
1.18K $261M
VEA
Vanguard Ftse Developed Market

ETFs
-1
- 0.02%
$47.6 - $53.31 $47.6 - $53.3
6.62K $349M
MURGY
Muenchener Rueckversicherungs

Financial Services
-118
- 1.9%
$46.77 - $55.24 $5.52K - $6.52K
6.09K $335M
PSO
Pearson PLC

Communication Services
-258
- 0.92%
$12.39 - $14.05 $3.2K - $3.62K
27.9K $379M
TPG
Tpg Inc.

Financial Services
-197
- 7.27%
$40.49 - $59.88 $7.98K - $11.8K
2.51K $145M
EFV
Msci Eafe Value ETF

ETFs
-8.66K
- 7.28%
$51.72 - $57.96 $448K - $502K
110K $6.35B
Activity Summary
Buys All Purchases 356 New Holdings 96 Increased Positions 260 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 0 Puts 0
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