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Ballentine Partners’s ATI ATI Stock Holding History

Ballentine Partners’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$299K Buy
+3,461
New +$299K ﹤0.01% 691
2024
Q2 		– Sell
-21,456
Closed -$1.1M – 758
2024
Q1 		$1.1M Sell
21,456
-2,741
-11% -$140K 0.02% 225
2023
Q4 		$1.1M Buy
+24,197
New +$1.1M 0.02% 218