Corient Private Wealth
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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
2025
Q2 		$25.8M Sell
2025
Q1 		$15.9M Sell
2024
Q4 		$18.3M Buy
2024
Q3 		$11.5M Buy
2024
Q2 		$1.4M Sell
2024
Q1 		$1.29M Buy
2023
Q4 		$480K Sell
2023
Q3 		$443K Buy
2023
Q2 		$467K Sell
2023
Q1 		$417K Buy