CFFP
ATI icon

Center for Financial Planning’s ATI ATI Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-37
Closed -$3.19K – 662
2025
Q2 		$3.19K Hold
37
– – ﹤0.01% 535
2025
Q1 		$1.93K Hold
37
– – ﹤0.01% 587
2024
Q4 		$2.04K Buy
+37
New +$2.18K ﹤0.01% 537

Other funds holding ATI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return

Center for Financial Planning's ATI Position: Q3 2025 in Review

Center for Financial Planning sold out of ATI (ATI) in Q3 2025, closing a stake of 37 shares — an estimated $3.19K sold.

Center for Financial Planning first reported a position in ATI in Q4 2024 and held it in 3 quarters. The position peaked at $3.19K in Q2 2025. 470 funds tracked by Wall St. Rank hold ATI as of Q3 2025.

  • Center for Financial Planning reported no remaining ATI position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 37 ATI shares in Q3 2025, an estimated $3.19K.
  • Center for Financial Planning first reported a position in ATI in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's ATI position peaked at $3.19K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held ATI as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.