Clearstead Trust’s ATI ATI Stock Holding History

Clearstead Trust’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 Q2	–	Sell	-13	Closed	-$677	–	1496
2025 Q1	$677	Buy	+13	New	+$738	﹤0.01%	847

Other funds holding ATI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Clearstead Trust's ATI Position: Q2 2025 in Review

Clearstead Trust sold out of ATI (ATI) in Q2 2025, closing a stake of 13 shares — an estimated $677 sold.

Clearstead Trust first reported a position in ATI in Q1 2025 and held it in 1 quarter. The position peaked at $677 in Q1 2025. 471 funds tracked by Wall St. Rank hold ATI as of Q2 2025.

Clearstead Trust reported no remaining ATI position as of Q2 2025 after selling out during the quarter.
Clearstead Trust sold 13 ATI shares in Q2 2025, an estimated $677.
Clearstead Trust first reported a position in ATI in Q1 2025 and held it in 1 quarter.
Clearstead Trust's ATI position peaked at $677 in Q1 2025.
471 funds tracked by Wall St. Rank held ATI as of Q2 2025.

Based on Clearstead Trust's 13F filing for Q2 2025, filed 8 Aug 2025.