Cerity Partners’s ATI ATI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $280K | Sell |
3,247
-6,306
| -66% | -$544K | ﹤0.01% | 2183 |
|
2025
Q1 | $497K | Sell |
9,553
-579
| -6% | -$30.1K | ﹤0.01% | 1752 |
|
2024
Q4 | $661K | Sell |
10,132
-4,939
| -33% | -$322K | ﹤0.01% | 1613 |
|
2024
Q3 | $1.01M | Buy |
15,071
+9,027
| +149% | +$604K | ﹤0.01% | 1390 |
|
2024
Q2 | $335K | Sell |
6,044
-4,985
| -45% | -$276K | ﹤0.01% | 1759 |
|
2024
Q1 | $564K | Buy |
+11,029
| New | +$564K | ﹤0.01% | 1544 |
|
2023
Q2 | – | Sell |
-6,776
| Closed | -$1.34M | – | 1656 |
|
2023
Q1 | $1.34M | Buy |
+6,776
| New | +$1.34M | ﹤0.01% | 854 |
|