Abound Wealth Management
ATI icon

Abound Wealth Management’s ATI ATI Stock Holding History

Abound Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$190 Hold
1
– – ﹤0.01% 1189
2026
Q2 		$198 Buy
+1
New +$170 ﹤0.01% 1112
2025
Q1 		– Sell
-9
Closed -$496 – 1274
2024
Q4 		$496 Hold
9
– – ﹤0.01% 802
2024
Q3 		$603 Sell
9
-6
-40% -$373 ﹤0.01% 835
2024
Q2 		$832 Sell
15
-2
-12% -$112 ﹤0.01% 747
2024
Q1 		$870 Hold
17
– – ﹤0.01% 790
2023
Q4 		$773 Buy
17
+6
+55% +$249 ﹤0.01% 821
2023
Q3 		$453 Hold
11
– – ﹤0.01% 835
2023
Q2 		$487 Buy
+11
New +$421 ﹤0.01% 851

Other funds holding ATI

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tran Capital Management
Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Abound Wealth Management's ATI Position: Q3 2026 in Review

Abound Wealth Management held its ATI (ATI) position steady in Q3 2026 at 1 share worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Abound Wealth Management first reported a position in ATI in Q2 2023 and has held it in 9 quarters since. The position peaked at $870 in Q1 2024. 219 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Abound Wealth Management held 1 share of ATI worth $190 as of Q3 2026.
  • Abound Wealth Management left its ATI share count unchanged in Q3 2026.
  • ATI made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1189 holding.
  • Abound Wealth Management first reported a position in ATI in Q2 2023 and has held it in 9 quarters since.
  • Abound Wealth Management's ATI position peaked at $870 in Q1 2024.
  • 219 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.