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Bogart Wealth LLC’s ATI ATI Stock Holding History

Bogart Wealth LLC’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
Q2 		$5.52K Buy
28
+18
+180% +$3.05K ﹤0.01% 1172
2026
Q1 		$1.46K Buy
10
+5
+100% +$696 ﹤0.01% 1349
2025
Q4 		$574 Sell
5
-2
-29% -$195 ﹤0.01% 1424
2025
Q3 		$569 Buy
+7
New +$567 ﹤0.01% 1377

Other funds holding ATI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Bogart Wealth LLC's ATI Position: Q2 2026 in Review

Bogart Wealth LLC increased its ATI (ATI) stake by 180% in Q2 2026, buying an estimated $3.05K and bringing the position to 28 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Bogart Wealth LLC first reported a position in ATI in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Bogart Wealth LLC held 28 shares of ATI worth $5.52K as of Q2 2026.
  • Bogart Wealth LLC bought 18 ATI shares in Q2 2026, an estimated $3.05K.
  • ATI made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1172 holding.
  • Bogart Wealth LLC first reported a position in ATI in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.