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Bell Investment Advisors’s ATI ATI Stock Holding History

Bell Investment 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
2026
Q1 		$4.8K Hold
33
– – ﹤0.01% 977
2025
Q4 		$3.79K Buy
33
+12
+57% +$1.17K ﹤0.01% 1090
2025
Q3 		$1.71K Buy
21
+10
+91% +$810 ﹤0.01% 1386
2025
Q2 		$950 Buy
+11
New +$753 ﹤0.01% 1602
2023
Q3 		– Sell
-62
Closed -$2.74K – 1929
2023
Q2 		$2.74K Hold
62
– – ﹤0.01% 1133
2023
Q1 		$2.45K Hold
62
– – ﹤0.01% 1146
2022
Q4 		$1.85K Hold
62
– – ﹤0.01% 1334
2022
Q3 		$2K Hold
62
– – ﹤0.01% 1037
2022
Q2 		$1K Buy
+62
New +$1.63K ﹤0.01% 1328
2021
Q4 		$1K Buy
62
+34
+121% +$546 ﹤0.01% 1337
2021
Q3 		$0 Buy
+28
New +$530 ﹤0.01% 1718

Other funds holding ATI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return