Blue Trust Inc’s ATI ATI Stock Holding History

Blue Trust Inc’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	$19.2K	Buy	132 +9	+7%	+$1.25K	﹤0.01%	1662
2025 Q4	$14.1K	Hold	123	–	–	﹤0.01%	1771
2025 Q3	$10K	Buy	123 +100	+435%	+$8.1K	﹤0.01%	1855
2025 Q2	$1.99K	Buy	+23	New	+$1.57K	﹤0.01%	2131
2024 Q4	–	Sell	-1,101	Closed	-$61K	–	2473
2024 Q3	$61K	Sell	1,101 -2,817	-72%	-$175K	﹤0.01%	1475
2024 Q2	$200K	Buy	3,918 +48	+1%	+$2.69K	﹤0.01%	706
2024 Q1	$198K	Buy	3,870 +3,863	+55,186%	+$175K	﹤0.01%	504
2023 Q4	$0	Sell	7 -263	-97%	-$10.9K	﹤0.01%	2479
2023 Q3	$12K	Sell	270 -46	-15%	-$2.04K	﹤0.01%	1336
2023 Q2	$13K	Sell	316 -80	-20%	-$3.06K	﹤0.01%	1203
2023 Q1	$12K	Buy	396 +126	+47%	+$4.76K	﹤0.01%	1533
2022 Q4	$7K	Buy	270 +136	+101%	+$3.98K	﹤0.01%	1619
2022 Q3	$3K	Hold	134	–	–	﹤0.01%	1664
2022 Q2	$4K	Buy	+134	New	+$3.53K	﹤0.01%	1481

Other funds holding ATI

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

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

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 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 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