CFP
ATE

Comprehensive Financial Planning’s Advantest Corp ATE Stock Holding History

Comprehensive Financial Planning’s Portfolio ATE Stock Details ATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,738
Closed -$276K – 357
2025
Q2 		$276K Buy
+3,738
New +$276K 0.22% 88

Other funds holding ATE

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Comprehensive Financial Planning's ATE Position: Q3 2025 in Review

Comprehensive Financial Planning sold out of Advantest Corp (ATE) in Q3 2025, closing a stake of 3,738 shares — an estimated $276K sold.

Comprehensive Financial Planning first reported a position in ATE in Q2 2025 and held it in 1 quarter. The position peaked at $276K in Q2 2025. 11 funds tracked by Wall St. Rank hold ATE as of Q3 2025.

  • Comprehensive Financial Planning reported no remaining Advantest Corp position as of Q3 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 3,738 Advantest Corp shares in Q3 2025, an estimated $276K.
  • Comprehensive Financial Planning first reported a position in Advantest Corp in Q2 2025 and held it in 1 quarter.
  • Comprehensive Financial Planning's Advantest Corp position peaked at $276K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Advantest Corp as of Q3 2025.

Based on Comprehensive Financial Planning's 13F filing for Q3 2025, filed 12 Nov 2025.