Corient Private Wealth
ATI icon

Corient Private Wealth’s ATI ATI Stock Holding History

Corient Private Wealth’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
2026
Q1 		$1.55M Sell
11,608
-336,747
-97% -$46.9M ﹤0.01% 1402
2025
Q4 		$40.5M Sell
348,355
-3,753
-1% -$366K 0.03% 406
2025
Q3 		$28.6M Buy
352,108
+53,044
+18% +$4.3M 0.05% 326
2025
Q2 		$25.8M Sell
299,064
-5,745
-2% -$393K 0.03% 344
2025
Q1 		$15.9M Sell
304,809
-12,793
-4% -$726K 0.03% 427
2024
Q4 		$18.3M Buy
317,602
+145,503
+85% +$8.58M 0.03% 410
2024
Q3 		$11.5M Buy
172,099
+146,861
+582% +$9.12M 0.02% 525
2024
Q2 		$1.4M Sell
25,238
-19
-0.1% -$1.06K ﹤0.01% 1191
2024
Q1 		$1.29M Buy
25,257
+14,701
+139% +$665K ﹤0.01% 1225
2023
Q4 		$480K Sell
10,556
-221
-2% -$9.18K ﹤0.01% 1628
2023
Q3 		$443K Buy
10,777
+213
+2% +$9.47K ﹤0.01% 1560
2023
Q2 		$467K Sell
10,564
-1
-0% -$38 ﹤0.01% 1485
2023
Q1 		$417K Buy
+10,565
New +$399K ﹤0.01% 1458

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