Allworth Financial’s ATI ATI Stock Holding History

Allworth Financial’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	$357K	Buy	2,455 +818	+50%	+$114K	﹤0.01%	1102
2025 Q4	$188K	Buy	1,637 +1,103	+207%	+$107K	﹤0.01%	1372
2025 Q3	$43.4K	Buy	534 +180	+51%	+$14.6K	﹤0.01%	2198
2025 Q2	$30.6K	Buy	354 +19	+6%	+$1.3K	﹤0.01%	2245
2025 Q1	$17.6K	Buy	335 +65	+24%	+$3.69K	﹤0.01%	2157
2024 Q4	$15.5K	Sell	270 -3	-1%	-$177	﹤0.01%	2247
2024 Q3	$18.3K	Buy	273 +2	+0.7%	+$124	﹤0.01%	1980
2024 Q2	$15.9K	Sell	271 -3	-1%	-$168	﹤0.01%	2017
2024 Q1	$14K	Sell	274 -12	-4%	-$543	﹤0.01%	1964
2023 Q4	$13K	Buy	286 +104	+57%	+$4.32K	﹤0.01%	1872
2023 Q3	$7.49K	Buy	182 +78	+75%	+$3.47K	﹤0.01%	1951
2023 Q2	$4.6K	Hold	104	–	–	﹤0.01%	2144
2023 Q1	$4.1K	Buy	104 +100	+2,500%	+$3.78K	﹤0.01%	2117
2022 Q4	$119	Hold	4	–	–	﹤0.01%	2906
2022 Q3	$0	Buy	+4	New	+$111	﹤0.01%	2650

Other funds holding ATI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return