Avior Wealth Management’s Atkore ATKR Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-48	Closed	-$4K	–	852
2024 Q4	$4K	Sell	48 -48	-50%	-$4.23K	﹤0.01%	1936
2024 Q3	$8.13K	Sell	96 -27	-22%	-$2.93K	﹤0.01%	1623
2024 Q2	$16.6K	Sell	123 -102	-45%	-$16.2K	﹤0.01%	1384
2024 Q1	$42.8K	Buy	225 +221	+5,525%	+$35.4K	﹤0.01%	1288
2023 Q4	$640	Sell	4 -38	-90%	-$5.24K	﹤0.01%	1411
2023 Q3	$6.26K	Buy	42 +38	+950%	+$5.74K	﹤0.01%	1126
2023 Q2	$623	Sell	4 -3,378	-100%	-$443K	﹤0.01%	1445
2023 Q1	$475K	Sell	3,382 -504	-13%	-$68.3K	0.03%	358
2022 Q4	$441K	Sell	3,886 -1,854	-32%	-$194K	0.03%	329
2022 Q3	$446K	Sell	5,740 -1,620	-22%	-$140K	0.04%	300
2022 Q2	$610K	Sell	7,360 -1,243	-14%	-$124K	0.06%	224
2022 Q1	$846K	Sell	8,603 -1,528	-15%	-$159K	0.07%	191
2021 Q4	$1.13M	Hold	10,131	–	–	0.09%	177
2021 Q3	$880K	Buy	10,131 +1,911	+23%	+$159K	0.07%	207
2021 Q2	$583K	Buy	8,220 +1,697	+26%	+$129K	0.06%	272
2021 Q1	$469K	Buy	+6,523	New	+$394K	0.05%	304

Other funds holding ATKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Trust Advisors

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

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

LSV Asset Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

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