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B. Riley Wealth Advisors’s ATI ATI Stock Holding History

B. Riley 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
2020
Q2 		– Sell
-10,115
Closed -$86K – 867
2020
Q1 		$86K Buy
10,115
+63
+0.6% +$1.01K 0.01% 734
2019
Q4 		$208K Buy
+10,052
New +$218K 0.02% 746
2015
Q1 		– Sell
-49
Closed -$2 – 663
2014
Q4 		$2 Buy
+49
New +$1.62K ﹤0.01% 3368

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's ATI Position: Q2 2020 in Review

B. Riley Wealth Advisors sold out of ATI (ATI) in Q2 2020, closing a stake of 10,115 shares — an estimated $86K sold.

B. Riley Wealth Advisors first reported a position in ATI in Q4 2014 and held it in 3 quarters. The position peaked at $208K in Q4 2019. 243 funds tracked by Wall St. Rank hold ATI as of Q2 2020.

  • B. Riley Wealth Advisors reported no remaining ATI position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,115 ATI shares in Q2 2020, an estimated $86K.
  • B. Riley Wealth Advisors first reported a position in ATI in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's ATI position peaked at $208K in Q4 2019.
  • 243 funds tracked by Wall St. Rank held ATI as of Q2 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.