Capital A Wealth Management’s ATI ATI Stock Holding History

Capital A Wealth 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
2025 Q2	–	Sell	-25	Closed	-$1.3K	–	449
2025 Q1	$1.3K	Hold	25	–	–	﹤0.01%	512
2024 Q4	$1.38K	Buy	+25	New	+$1.47K	﹤0.01%	520

Other funds holding ATI

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital A Wealth Management's ATI Position: Q2 2025 in Review

Capital A Wealth Management sold out of ATI (ATI) in Q2 2025, closing a stake of 25 shares — an estimated $1.3K sold.

Capital A Wealth Management first reported a position in ATI in Q4 2024 and held it in 2 quarters. The position peaked at $1.38K in Q4 2024. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

Capital A Wealth Management reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 25 ATI shares in Q2 2025, an estimated $1.3K.
Capital A Wealth Management first reported a position in ATI in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's ATI position peaked at $1.38K in Q4 2024.
471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.