Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 962 | 690,690,521 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Canadian Natural Resources | Equity | 551 | $369,729 | 5,643 | 0.00 | 0.00 | 987 | 21.20 | 12-31-2023 |
| Belden Inc | Equity | 552 | $367,246 | 4,754 | 0.00 | 0.00 | -2,487 | -34.35 | 12-31-2023 |
| Pearson Plc | Equity | 553 | $366,782 | 29,844 | 0.00 | 0.00 | 9,146 | 44.19 | 12-31-2023 |
| Cref Stock R3 - VA | Equity | Liquidated | $0 | 0 | 0.00 | 516 | +Inf | 12-31-2023 |
