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Concord Wealth Partners’s Atkore ATKR Stock Holding History

Concord Wealth Partners’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7
Closed -$584 – 827
2024
Q4 		$584 Hold
7
– – ﹤0.01% 849
2024
Q3 		$593 Buy
+7
New +$760 ﹤0.01% 884
2023
Q1 		– Sell
-8
Closed -$907 – 1006
2022
Q4 		$907 Buy
+8
New +$837 ﹤0.01% 1076

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Harding Loevner
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's ATKR Position: Q1 2025 in Review

Concord Wealth Partners sold out of Atkore (ATKR) in Q1 2025, closing a stake of 7 shares — an estimated $584 sold.

Concord Wealth Partners first reported a position in ATKR in Q4 2022 and held it in 3 quarters. The position peaked at $907 in Q4 2022. 298 funds tracked by Wall St. Rank hold ATKR as of Q1 2025.

  • Concord Wealth Partners reported no remaining Atkore position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 7 Atkore shares in Q1 2025, an estimated $584.
  • Concord Wealth Partners first reported a position in Atkore in Q4 2022 and held it in 3 quarters.
  • Concord Wealth Partners's Atkore position peaked at $907 in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Atkore as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.