Bleakley Financial Group’s ATI ATI Stock Holding History

Bleakley Financial Group’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
2025 Q1	–	Sell	-4,780	Closed	-$263K	–	541
2024 Q4	$263K	Buy	4,780 +1,203	+34%	+$70.9K	0.01%	845
2024 Q3	$239K	Buy	+3,577	New	+$222K	0.01%	875

Other funds holding ATI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bleakley Financial Group's ATI Position: Q1 2025 in Review

Bleakley Financial Group sold out of ATI (ATI) in Q1 2025, closing a stake of 4,780 shares — an estimated $263K sold.

Bleakley Financial Group first reported a position in ATI in Q3 2024 and held it in 2 quarters. The position peaked at $263K in Q4 2024. 426 funds tracked by Wall St. Rank hold ATI as of Q1 2025.

Bleakley Financial Group reported no remaining ATI position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 4,780 ATI shares in Q1 2025, an estimated $263K.
Bleakley Financial Group first reported a position in ATI in Q3 2024 and held it in 2 quarters.
Bleakley Financial Group's ATI position peaked at $263K in Q4 2024.
426 funds tracked by Wall St. Rank held ATI as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.