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Connectus Wealth’s Atkore ATKR Stock Holding History

Connectus Wealth’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
2024
Q1 		– Sell
-12,486
Closed -$2M – 386
2023
Q4 		$2M Sell
12,486
-442
-3% -$61K 0.04% 264
2023
Q3 		$1.93M Sell
12,928
-914
-7% -$138K 0.04% 258
2023
Q2 		$2.16M Buy
13,842
+113
+0.8% +$14.8K 0.05% 204
2023
Q1 		$1.93M Buy
13,729
+1,542
+13% +$209K 0.05% 225
2022
Q4 		$1.38M Buy
+12,187
New +$1.28M 0.03% 252

Other funds holding ATKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Connectus Wealth's ATKR Position: Q1 2024 in Review

Connectus Wealth sold out of Atkore (ATKR) in Q1 2024, closing a stake of 12,486 shares — an estimated $2M sold.

Connectus Wealth first reported a position in ATKR in Q4 2022 and held it in 5 quarters. The position peaked at $2.16M in Q2 2023. 459 funds tracked by Wall St. Rank hold ATKR as of Q1 2024.

  • Connectus Wealth reported no remaining Atkore position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 12,486 Atkore shares in Q1 2024, an estimated $2M.
  • Connectus Wealth first reported a position in Atkore in Q4 2022 and held it in 5 quarters.
  • Connectus Wealth's Atkore position peaked at $2.16M in Q2 2023.
  • 459 funds tracked by Wall St. Rank held Atkore as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.