AIM
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Anchor Investment Management’s ATI ATI Stock Holding History

Anchor Investment 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
2023
Q4 		– Sell
-191
Closed -$7.86K – 960
2023
Q3 		$7.86K Hold
191
– – ﹤0.01% 779
2023
Q2 		$8.45K Buy
191
+2
+1% +$77 ﹤0.01% 756
2023
Q1 		$7.46K Buy
+189
New +$7.14K ﹤0.01% 788
2017
Q4 		– Sell
-226
Closed -$5.4K – 809
2017
Q3 		$5.4K Hold
226
– – ﹤0.01% 684
2017
Q2 		$3.84K Hold
226
– – ﹤0.01% 648
2017
Q1 		$4.06K Sell
226
-1,700
-88% -$32K ﹤0.01% 639
2016
Q4 		$30.7K Sell
1,926
-1,096
-36% -$18.2K 0.01% 426
2016
Q3 		$54.6K Sell
3,022
-200
-6% -$3.31K 0.02% 350
2016
Q2 		$41.1K Sell
3,222
-1,100
-25% -$15.7K 0.02% 371
2016
Q1 		$70.4K Buy
+4,322
New +$52.6K 0.03% 312

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return