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Clearstead Advisors’s ATI ATI Stock Holding History

Clearstead 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
2026
Q1 		$4.95K Sell
34
-564
-94% -$78.5K ﹤0.01% 1739
2025
Q4 		$68.6K Buy
598
+346
+137% +$33.7K ﹤0.01% 1262
2025
Q3 		$20.5K Sell
252
-164
-39% -$13.3K ﹤0.01% 1636
2025
Q2 		$35.9K Buy
416
+156
+60% +$10.7K ﹤0.01% 1398
2025
Q1 		$13.5K Buy
260
+2
+0.8% +$114 ﹤0.01% 1532
2024
Q4 		$14.2K Sell
258
-30
-10% -$1.77K ﹤0.01% 1485
2024
Q3 		$19.3K Sell
288
-59
-17% -$3.66K ﹤0.01% 1430
2024
Q2 		$19.2K Buy
+347
New +$19.4K ﹤0.01% 1394
2024
Q1 		– Sell
-500
Closed -$22.7K – 1550
2023
Q4 		$22.7K Sell
500
-838
-63% -$34.8K ﹤0.01% 915
2023
Q3 		$55.1K Buy
1,338
+1,169
+692% +$52K ﹤0.01% 869
2023
Q2 		$7.47K Buy
+169
New +$6.46K ﹤0.01% 1012

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