Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$189K Buy
1,299
+1,295
+32,375% +$180K 0.01% 628
2025
Q4
$459 Hold
4
﹤0.01% 2103
2025
Q3
$325 Hold
4
﹤0.01% 2114
2025
Q2
$345 Buy
+4
New +$274 ﹤0.01% 2101
2024
Q1
Sell
-42
Closed -$1.91K 2076
2023
Q4
$1.91K Sell
42
-166
-80% -$6.89K ﹤0.01% 1724
2023
Q3
$8.56K Sell
208
-33
-14% -$1.47K ﹤0.01% 1279
2023
Q2
$10.7K Buy
241
+30
+14% +$1.15K ﹤0.01% 1303
2023
Q1
$8.32K Buy
211
+4
+2% +$151 ﹤0.01% 1359
2022
Q4
$6.18K Buy
207
+29
+16% +$849 ﹤0.01% 1421
2022
Q3
$5K Hold
178
﹤0.01% 1500
2022
Q2
$4K Hold
178
﹤0.01% 1531
2022
Q1
$5K Hold
178
﹤0.01% 1602
2021
Q4
$3K Hold
178
﹤0.01% 1728
2021
Q3
$3K Hold
178
﹤0.01% 1687
2021
Q2
$4K Hold
178
﹤0.01% 1592
2021
Q1
$4K Sell
178
-10,740
-98% -$210K ﹤0.01% 1534
2020
Q4
$183K Hold
10,918
0.01% 524
2020
Q3
$95K Sell
10,918
-9,480
-46% -$87.3K 0.01% 685
2020
Q2
$208K Buy
20,398
+3,500
+21% +$30.3K 0.02% 488
2020
Q1
$144K Buy
16,898
+12,040
+248% +$192K 0.01% 527
2019
Q4
$100K Buy
4,858
+4,680
+2,629% +$101K 0.01% 676
2019
Q3
$4K Hold
178
﹤0.01% 1583
2019
Q2
$4K Hold
178
﹤0.01% 1422
2019
Q1
$5K Hold
178
﹤0.01% 1304
2018
Q4
$4K Hold
178
﹤0.01% 1258
2018
Q3
$5K Sell
178
-41
-19% -$1.1K ﹤0.01% 1266
2018
Q2
$6K Buy
219
+41
+23% +$1.11K ﹤0.01% 1243
2018
Q1
$4K Hold
178
﹤0.01% 1234
2017
Q4
$4K Buy
+178
New +$4.24K ﹤0.01% 1120

Other funds holding ATI

Advisornet Financial's ATI Position: Q1 2026 in Review

Advisornet Financial increased its ATI (ATI) stake by 32,375% in Q1 2026, buying an estimated $180K and bringing the position to 1,299 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #628.

Advisornet Financial first reported a position in ATI in Q4 2017 and has held it in 29 quarters since. The position peaked at $208K in Q2 2020. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

  • Advisornet Financial held 1,299 shares of ATI worth $189K as of Q1 2026.
  • Advisornet Financial bought 1,295 ATI shares in Q1 2026, an estimated $180K.
  • ATI made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #628 holding.
  • Advisornet Financial first reported a position in ATI in Q4 2017 and has held it in 29 quarters since.
  • Advisornet Financial's ATI position peaked at $208K in Q2 2020.
  • 673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.