Atomi Financial Group’s ENI E Stock Holding History

Atomi Financial Group’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$675K	Buy	11,915 +1,248	+12%	+$56K	0.02%	584
2025 Q4	$405K	Buy	10,667 +724	+7%	+$26.6K	0.01%	792
2025 Q3	$348K	Buy	9,943 +135	+1%	+$4.66K	0.01%	809
2025 Q2	$318K	Buy	9,808 +119	+1%	+$3.53K	0.01%	787
2025 Q1	$300K	Buy	+9,689	New	+$283K	0.01%	768
2024 Q4	–	Sell	-9,708	Closed	-$294K	–	980
2024 Q3	$294K	Buy	9,708 +1,557	+19%	+$48.8K	0.02%	671
2024 Q2	$251K	Buy	8,151 +956	+13%	+$30.3K	0.02%	652
2024 Q1	$228K	Buy	7,195 +820	+13%	+$26K	0.02%	630
2023 Q4	$217K	Buy	+6,375	New	+$207K	0.03%	520

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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