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Balboa Wealth Partners’s Atkore ATKR Stock Holding History

Balboa Wealth Partners’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
2024
Q2 		– Sell
-1,317
Closed -$251K – 309
2024
Q1 		$251K Sell
1,317
-108
-8% -$17.3K 0.07% 190
2023
Q4 		$228K Sell
1,425
-2,327
-62% -$321K 0.08% 196
2023
Q3 		$560K Sell
3,752
-17
-0.5% -$2.57K 0.21% 87
2023
Q2 		$588K Sell
3,769
-57
-1% -$7.47K 0.21% 94
2023
Q1 		$537K Buy
+3,826
New +$518K 0.2% 101

Other funds holding ATKR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balboa Wealth Partners's ATKR Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Atkore (ATKR) in Q2 2024, closing a stake of 1,317 shares — an estimated $251K sold.

Balboa Wealth Partners first reported a position in ATKR in Q1 2023 and held it in 5 quarters. The position peaked at $588K in Q2 2023. 452 funds tracked by Wall St. Rank hold ATKR as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Atkore position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,317 Atkore shares in Q2 2024, an estimated $251K.
  • Balboa Wealth Partners first reported a position in Atkore in Q1 2023 and held it in 5 quarters.
  • Balboa Wealth Partners's Atkore position peaked at $588K in Q2 2023.
  • 452 funds tracked by Wall St. Rank held Atkore as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.