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Capital Analysts LLC’s ATI ATI Stock Holding History

Capital Analysts 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
Q1 		$147K Hold
1,013
– – ﹤0.01% 701
2025
Q4 		$116K Hold
1,013
– – ﹤0.01% 733
2025
Q3 		$82K Hold
1,013
– – ﹤0.01% 775
2025
Q2 		$87K Hold
1,013
– – ﹤0.01% 704
2025
Q1 		$53K Hold
1,013
– – ﹤0.01% 771
2024
Q4 		$56K Hold
1,013
– – ﹤0.01% 724
2024
Q3 		$68K Hold
1,013
– – ﹤0.01% 662
2024
Q2 		$56K Hold
1,013
– – ﹤0.01% 681
2024
Q1 		$52K Hold
1,013
– – ﹤0.01% 655
2023
Q4 		$46K Hold
1,013
– – ﹤0.01% 665
2023
Q3 		$42K Hold
1,013
– – ﹤0.01% 644
2023
Q2 		$45K Hold
1,013
– – ﹤0.01% 599
2023
Q1 		$40K Hold
1,013
– – ﹤0.01% 627
2022
Q4 		$30K Hold
1,013
– – ﹤0.01% 695
2022
Q3 		$27K Hold
1,013
– – ﹤0.01% 670
2022
Q2 		$23K Hold
1,013
– – ﹤0.01% 681
2022
Q1 		$27K Hold
1,013
– – ﹤0.01% 634
2021
Q4 		$16K Hold
1,013
– – ﹤0.01% 748
2021
Q3 		$17K Hold
1,013
– – ﹤0.01% 720
2021
Q2 		$21K Hold
1,013
– – ﹤0.01% 660
2021
Q1 		$21K Buy
+1,013
New +$19.8K ﹤0.01% 708
2016
Q2 		– Sell
-100
Closed -$1.63K – 332
2016
Q1 		$1.63K Buy
+100
New +$1.22K ﹤0.01% 379

Other funds holding ATI

BlackRock
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
VCM
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
VPM
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
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
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