Arete Wealth Advisors’s ATI ATI Stock Holding History

Arete Wealth Advisors’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	–	Sell	-13,236	Closed	-$1.52M	–	345
2025 Q4	$1.52M	Buy	+13,236	New	+$1.29M	0.09%	214

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Arete Wealth Advisors's ATI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of ATI (ATI) in Q1 2026, closing a stake of 13,236 shares — an estimated $1.52M sold.

Arete Wealth Advisors first reported a position in ATI in Q4 2025 and held it in 1 quarter. The position peaked at $1.52M in Q4 2025. 673 funds tracked by Wall St. Rank hold ATI as of Q1 2026.

Arete Wealth Advisors reported no remaining ATI position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 13,236 ATI shares in Q1 2026, an estimated $1.52M.
Arete Wealth Advisors first reported a position in ATI in Q4 2025 and held it in 1 quarter.
Arete Wealth Advisors's ATI position peaked at $1.52M in Q4 2025.
673 funds tracked by Wall St. Rank held ATI as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.