Capital Performance Advisors’s ATI ATI Stock Holding History

Capital Performance Advisors’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
2024 Q4	–	Sell	-259	Closed	-$17.3K	–	378
2024 Q3	$17.3K	Buy	+259	New	+$16.1K	0.01%	654

Other funds holding ATI

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Capital Performance Advisors's ATI Position: Q4 2024 in Review

Capital Performance Advisors sold out of ATI (ATI) in Q4 2024, closing a stake of 259 shares — an estimated $17.3K sold.

Capital Performance Advisors first reported a position in ATI in Q3 2024 and held it in 1 quarter. The position peaked at $17.3K in Q3 2024. 403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

Capital Performance Advisors reported no remaining ATI position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 259 ATI shares in Q4 2024, an estimated $17.3K.
Capital Performance Advisors first reported a position in ATI in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's ATI position peaked at $17.3K in Q3 2024.
403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.