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Avantax Advisory Services’s ATI ATI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$254K Buy
+2,944
New +$202K ﹤0.01% 2043

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return

Avantax Advisory Services's ATI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in ATI (ATI) in Q2 2025: 2,944 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings.

471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

  • Avantax Advisory Services held 2,944 shares of ATI worth $254K as of Q2 2025.
  • ATI was a new Avantax Advisory Services position in Q2 2025.
  • ATI made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2043 holding.
  • 471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.