AWM
ATI icon

AE Wealth Management’s ATI ATI Stock Holding History

AE 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
Q1 		$342K Buy
+2,349
New +$327K ﹤0.01% 1310
2023
Q3 		– Sell
-5,003
Closed -$221K – 1951
2023
Q2 		$221K Sell
5,003
-7,509
-60% -$287K ﹤0.01% 1710
2023
Q1 		$494K Buy
+12,512
New +$472K ﹤0.01% 1359
2022
Q3 		– Sell
-26,848
Closed -$610K – 1751
2022
Q2 		$610K Buy
+26,848
New +$708K ﹤0.01% 1100

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VCM
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VPM
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return