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Belpointe Asset Management’s ATI ATI Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-843
Closed -$33.3K – 779
2023
Q1 		$33.3K Buy
843
+333
+65% +$12.6K ﹤0.01% 1983
2022
Q4 		$15.2K Buy
+510
New +$14.9K ﹤0.01% 2380

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Belpointe Asset Management's ATI Position: Q2 2023 in Review

Belpointe Asset Management sold out of ATI (ATI) in Q2 2023, closing a stake of 843 shares — an estimated $33.3K sold.

Belpointe Asset Management first reported a position in ATI in Q4 2022 and held it in 2 quarters. The position peaked at $33.3K in Q1 2023. 329 funds tracked by Wall St. Rank hold ATI as of Q2 2023.

  • Belpointe Asset Management reported no remaining ATI position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 843 ATI shares in Q2 2023, an estimated $33.3K.
  • Belpointe Asset Management first reported a position in ATI in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's ATI position peaked at $33.3K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held ATI as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.