Allworth Financial’s Atkore ATKR Stock Holding History

Allworth Financial’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
2026 Q1	$4.45K	Buy	76 +5	+7%	+$325	﹤0.01%	4029
2025 Q4	$4.52K	Buy	71 +10	+16%	+$652	﹤0.01%	3774
2025 Q3	$3.8K	Buy	61 +13	+27%	+$848	﹤0.01%	3705
2025 Q2	$3.39K	Buy	48 +20	+71%	+$1.3K	﹤0.01%	3473
2025 Q1	$1.81K	Sell	28 -14	-33%	-$1K	﹤0.01%	3248
2024 Q4	$3.67K	Buy	42 +33	+367%	+$2.91K	﹤0.01%	2895
2024 Q3	$763	Hold	9	–	–	﹤0.01%	3317
2024 Q2	$1.28K	Sell	9 -15	-63%	-$2.39K	﹤0.01%	3083
2024 Q1	$4.57K	Hold	24	–	–	﹤0.01%	2446
2023 Q4	$3.84K	Buy	24 +17	+243%	+$2.35K	﹤0.01%	2375
2023 Q3	$1.04K	Sell	7 -32	-82%	-$4.83K	﹤0.01%	2835
2023 Q2	$6.08K	Buy	39 +2	+5%	+$262	﹤0.01%	2024
2023 Q1	$5.2K	Buy	37 +30	+429%	+$4.07K	﹤0.01%	2021
2022 Q4	$794	Buy	7 +5	+250%	+$523	﹤0.01%	2538
2022 Q3	$0	Sell	2 -7	-78%	-$605	﹤0.01%	2651
2022 Q2	$1K	Buy	9 +5	+125%	+$497	﹤0.01%	2084
2022 Q1	$0	Buy	+4	New	+$415	﹤0.01%	2103

Other funds holding ATKR

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return