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AE Wealth Management’s Atkore ATKR Stock Holding History

AE Wealth Management’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,341
Closed -$359K – 1195
2023
Q4 		$359K Buy
2,341
+924
+65% +$127K ﹤0.01% 1616
2023
Q3 		$211K Sell
1,417
-346
-20% -$52.2K ﹤0.01% 1765
2023
Q2 		$275K Buy
1,763
+115
+7% +$15.1K ﹤0.01% 1646
2023
Q1 		$232K Buy
+1,648
New +$223K ﹤0.01% 1671

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AE Wealth Management's ATKR Position: Q1 2024 in Review

AE Wealth Management sold out of Atkore (ATKR) in Q1 2024, closing a stake of 2,341 shares — an estimated $359K sold.

AE Wealth Management first reported a position in ATKR in Q1 2023 and held it in 4 quarters. The position peaked at $359K in Q4 2023. 457 funds tracked by Wall St. Rank hold ATKR as of Q1 2024.

  • AE Wealth Management reported no remaining Atkore position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 2,341 Atkore shares in Q1 2024, an estimated $359K.
  • AE Wealth Management first reported a position in Atkore in Q1 2023 and held it in 4 quarters.
  • AE Wealth Management's Atkore position peaked at $359K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Atkore as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.