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Advisory Research’s ATI ATI Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-62,179
Closed -$2.83M – 173
2023
Q4 		$2.83M Sell
62,179
-41,203
-40% -$1.71M 0.44% 57
2023
Q3 		$4.25M Buy
103,382
+19,757
+24% +$878K 0.59% 39
2023
Q2 		$3.7M Buy
83,625
+16,059
+24% +$614K 0.47% 49
2023
Q1 		$2.67M Buy
67,566
+30,902
+84% +$1.17M 0.44% 59
2022
Q4 		$1.09M Sell
36,664
-10,204
-22% -$299K 0.1% 152
2022
Q3 		$1.25M Buy
46,868
+28,707
+158% +$799K 0.12% 130
2022
Q2 		$412K Sell
18,161
-75,867
-81% -$2M 0.04% 248
2022
Q1 		$2.52M Buy
+94,028
New +$2.18M 0.2% 78
2015
Q1 		– Sell
-1,613,401
Closed -$56.1M – 335
2014
Q4 		$56.1M Sell
1,613,401
-727,360
-31% -$24M 0.58% 54
2014
Q3 		$86.8M Buy
2,340,761
+290,176
+14% +$12.2M 0.84% 39
2014
Q2 		$92.5M Sell
2,050,585
-727,979
-26% -$29.8M 0.86% 37
2014
Q1 		$105M Sell
2,778,564
-18,551
-0.7% -$624K 1.08% 29
2013
Q4 		$99.7M Buy
2,797,115
+167,401
+6% +$5.51M 1.03% 31
2013
Q3 		$80.3M Sell
2,629,714
-23,635
-0.9% -$662K 0.86% 41
2013
Q2 		$69.8M Buy
+2,653,349
New +$74.8M 0.79% 45

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisory Research's ATI Position: Q1 2024 in Review

Advisory Research sold out of ATI (ATI) in Q1 2024, closing a stake of 62,179 shares — an estimated $2.83M sold.

Advisory Research first reported a position in ATI in Q2 2013 and held it in 15 quarters. The position peaked at $105M in Q1 2014. 345 funds tracked by Wall St. Rank hold ATI as of Q1 2024.

  • Advisory Research reported no remaining ATI position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 62,179 ATI shares in Q1 2024, an estimated $2.83M.
  • Advisory Research first reported a position in ATI in Q2 2013 and held it in 15 quarters.
  • Advisory Research's ATI position peaked at $105M in Q1 2014.
  • 345 funds tracked by Wall St. Rank held ATI as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.