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Advisors Capital Management’s ATI ATI Stock Holding History

Advisors Capital 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
2023
Q2 		– Sell
-6,407
Closed -$253K – 422
2023
Q1 		$253K Sell
6,407
-700
-10% -$26.4K 0.01% 395
2022
Q4 		$212K Sell
7,107
-255
-3% -$7.46K 0.01% 422
2022
Q3 		$213K Buy
+7,362
New +$205K 0.01% 435
2022
Q2 		– Sell
-10,357
Closed -$278K – 438
2022
Q1 		$278K Sell
10,357
-3,000
-22% -$69.5K 0.01% 378
2021
Q4 		$213K Hold
13,357
– – 0.01% 409
2021
Q3 		$222K Buy
13,357
+105
+0.8% +$1.99K 0.01% 390
2021
Q2 		$276K Buy
+13,252
New +$304K 0.01% 336

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisors Capital Management's ATI Position: Q2 2023 in Review

Advisors Capital Management sold out of ATI (ATI) in Q2 2023, closing a stake of 6,407 shares — an estimated $253K sold.

Advisors Capital Management first reported a position in ATI in Q2 2021 and held it in 7 quarters. The position peaked at $278K in Q1 2022. 329 funds tracked by Wall St. Rank hold ATI as of Q2 2023.

  • Advisors Capital Management reported no remaining ATI position as of Q2 2023 after selling out during the quarter.
  • Advisors Capital Management sold 6,407 ATI shares in Q2 2023, an estimated $253K.
  • Advisors Capital Management first reported a position in ATI in Q2 2021 and held it in 7 quarters.
  • Advisors Capital Management's ATI position peaked at $278K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held ATI as of Q2 2023.

Based on Advisors Capital Management's 13F filing for Q2 2023, filed 3 Aug 2023.