CWP
ATI icon

Concord Wealth Partners’s ATI ATI Stock Holding History

Concord Wealth Partners’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
2024
Q3 		– Sell
-30
Closed -$1.66K – 961
2024
Q2 		$1.66K Buy
+30
New +$1.68K ﹤0.01% 678
2022
Q2 		– Sell
-187
Closed -$5K – 1231
2022
Q1 		$5K Sell
187
-48
-20% -$1.11K ﹤0.01% 897
2021
Q4 		$4K Buy
235
+118
+101% +$1.89K ﹤0.01% 974
2021
Q3 		$2K Buy
117
+56
+92% +$1.06K ﹤0.01% 731
2021
Q2 		$1K Hold
61
– – ﹤0.01% 943
2021
Q1 		$1K Buy
61
+4
+7% +$78 ﹤0.01% 880
2020
Q4 		$1K Buy
+57
New +$724 ﹤0.01% 599

Other funds holding ATI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concord Wealth Partners's ATI Position: Q3 2024 in Review

Concord Wealth Partners sold out of ATI (ATI) in Q3 2024, closing a stake of 30 shares — an estimated $1.66K sold.

Concord Wealth Partners first reported a position in ATI in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 421 funds tracked by Wall St. Rank hold ATI as of Q3 2024.

  • Concord Wealth Partners reported no remaining ATI position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 30 ATI shares in Q3 2024, an estimated $1.66K.
  • Concord Wealth Partners first reported a position in ATI in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's ATI position peaked at $5K in Q1 2022.
  • 421 funds tracked by Wall St. Rank held ATI as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.