Concourse Financial Group Securities’s ATI ATI Stock Holding History

Concourse Financial Group Securities’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	-59	Closed	-$3.66K	–	2252
2024 Q2	$3.27K	Buy	+59	New	+$3.31K	﹤0.01%	1956
2023 Q1	–	Sell	-333	Closed	-$12.6K	–	2365
2022 Q4	$9.94K	Buy	+333	New	+$9.75K	﹤0.01%	1652
2022 Q3	–	Sell	-5,061	Closed	-$141K	–	2069
2022 Q2	$115K	Buy	5,061 +705	+16%	+$18.6K	0.01%	762
2022 Q1	$117K	Buy	+4,356	New	+$101K	0.01%	807
2020 Q2	–	Sell	-2,602	Closed	-$22.6K	–	2076
2020 Q1	$22K	Buy	2,602 +65	+3%	+$1.04K	﹤0.01%	1198
2019 Q4	$52K	Buy	2,537 +1,155	+84%	+$25K	0.01%	932
2019 Q3	$28K	Buy	1,382 +598	+76%	+$12.6K	0.01%	826
2019 Q2	$20K	Buy	784 +370	+89%	+$9.02K	﹤0.01%	1239
2019 Q1	$10K	Buy	+414	New	+$10.9K	﹤0.01%	1497

Other funds holding ATI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's ATI Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of ATI (ATI) in Q3 2024, closing a stake of 59 shares — an estimated $3.66K sold.

Concourse Financial Group Securities first reported a position in ATI in Q1 2019 and held it in 9 quarters. The position peaked at $117K in Q1 2022. 421 funds tracked by Wall St. Rank hold ATI as of Q3 2024.

Concourse Financial Group Securities reported no remaining ATI position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 59 ATI shares in Q3 2024, an estimated $3.66K.
Concourse Financial Group Securities first reported a position in ATI in Q1 2019 and held it in 9 quarters.
Concourse Financial Group Securities's ATI position peaked at $117K in Q1 2022.
421 funds tracked by Wall St. Rank held ATI as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.