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Cassady Schiller Wealth Management’s ATI ATI Stock Holding History

Cassady Schiller 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
2024
Q4 		$220 Buy
+4
New +$236 ﹤0.01% 1067

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Ameriprise
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

Cassady Schiller Wealth Management's ATI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in ATI (ATI) in Q4 2024: 4 shares worth $220. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

403 funds tracked by Wall St. Rank hold ATI as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of ATI worth $220 as of Q4 2024.
  • ATI was a new Cassady Schiller Wealth Management position in Q4 2024.
  • ATI made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1067 holding.
  • 403 funds tracked by Wall St. Rank held ATI as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.